GoCSM
Customer Success Management Platform
Customer Success Director
Reports
March 1, 2026 — April 15, 2026
32
Videos Created
41
Total Deliverables
Key Performance Indicators 6
0
Customer Zoom Calls
via Zoom
0
Outgoing Client Phone Calls
via GoHighLevel
0
Total Call Duration (min)
via GoHighLevel
0
Bugs & Issues Reported
via Asana
0
Intercom Tickets Replied
via Intercom
0
Training & Docs Videos Created
via Frame.io
Key Wins 2
Client Retention
Saved Ron Graziano from Cancelling
Identified risk signals, intervened with a personalized outreach strategy, and resolved the client's concerns to retain the account.
New Business
Closed & Onboarded 2 New Clients
Successfully onboarded Onyx CRM and Life Button — handled full onboarding flow from kick-off to activation.
Deliverables 9
Created Updated GoCSM Docs (Health, Login, Feature Adoption, Rev. Int., Automations, Triggers, Advanced)Site
Video Content Created 32
Recorded How To Get Advanced Revenue Intelligence Analytics For Your GoHighLevel SaaS Agency1 Video
GovPreneurs
Government Contracting Platform
Digital Compliance Mentor
Reports
March 1, 2026 — April 15, 2026
Key Performance Indicators 7
$0
DFY Marketing Revenue Generated
via GoHighLevel
0
A2P/10DLC Applications Finished
via GoHighLevel
0
A2P/10DLC Applications in Review
via GoHighLevel
0
Digital Compliance Calls Conducted
via Zoom
0
Phone Calls with Members
via GoHighLevel
0
Total Phone Call Time with Members
via GoHighLevel
0
Zoom Call Hours with Members
via Zoom
Key Wins 4
Revenue
Generated $3,500 in DFY Marketing Revenue
Closed DFY marketing deals with Yahya Algburi and Sos Torchyan, adding direct revenue to the GovPreneurs business.
Community Growth
18 New Member Posts in GovPreneurs Community
Improved the Member Success & Support Process with Maryam, directly resulting in a surge of 18 new community posts from members.
Funnel Launch
Built the $1 PreRecorded Workshop Funnel End-to-End
Designed and built 7 funnel pages with copy & design, created 10 freebies, 5 automations, and mapped the full flow in Funnelytics.
Scale
42 Digital Compliance Calls & 15 Member Roadmaps
Conducted 42 compliance calls, built individualized Digital Compliance Roadmaps for 15 members, and created 2 pipelines + 8 automations for tracking.
Deliverables 17
Improved Member Success & Support Process (Resulted in 18 New Member Posts)Process
Setup Fireflies Recording for DianaSetup
Updated GovPreneurs Digital Compliance Process to Include a Free Landing Page for A2P/10DLC VerificationProcess
Began Posting Once/Week in SaaSPreneurs Community (3 Posts Over 3 Weeks)Content
Built 2 Pipelines and 8 Automations for Digital Compliance Process TrackingAutomation
Helped Setup Diana on RedditSetup
Video Content Created 9
Media Shield
Digital Marketing & CRM Platform
General Manager
Coming Soon
Media Shield KPI reports will be available here once the first reporting period is complete.