Apollo CSM Pilot Resource Hub
Everything XR CSMs need before, during, and after the kickoff.
This hub collects the kickoff deck, one-pager, pilot flow, and workflow references for the Extreme Reach customer success pilot. The focus is simple: owned accounts, net-new contacts, manual send control, and a clear crawl, walk, run rollout.
Kickoff Deck
Slide-ready reference for the 45-minute working session.
READY
6
CSM pilot reps
45
minutes for kickoff
10-25
weekly contacts per rep for review
3
rollout phases: crawl, walk, run
Resource Library
Start with the kickoff materials, then keep the pilot flow close.
Each asset is packaged in this folder so the hub can run as a local file or be staged as static content later. HTML resources open in a new tab. PDF versions are included where the source set already had them.
Rep prepPDF
Pre-Kickoff One-Pager
Shareable prep sheet for the six CSM reps, with what changes, what does not change, the session flow, and what to bring.
Pilot planHTML
CSM Pilot Flow Outline
Detailed operating model for list building, owner filtering, active-user exclusion, Monday approval, enrichment, sequencing, and later CI tagging.
WorkflowHTML
CS Workflow Guide
Broader CS enablement guide for People, Sequences, and Conversations, with a 30-day launch path and leadership questions.
WalkthroughHTML
CS Workflow Walkthrough
Narrated-style companion page that walks through buyer discovery, sequence setup, call capture, and immediate next actions for the CS team.
Next stepsChecklist
Between Now and Kickoff
Owner-specific action list for Nick, Becky, Carlton, and Kerri Ann before the May 20 session, centered on field readiness and CSM setup.
Pilot Operating Path
Crawl first, add the Monday loop, then turn on advanced workflows.
The pilot is designed so CSMs stay in control. Contacts can be reviewed, approved, declined, enriched, and sequenced without letting first-touch emails fire automatically.
Weeks 1-2
Crawl: get comfortable
CSMs log in, filter to accounts they own, build persona lists manually, and learn where net-new contacts live in Apollo.
Weeks 3-5
Walk: run Monday approvals
Saved filters surface 10 to 25 new contacts per rep. Reps approve or decline each candidate before enrichment and sequencing.
Week 6+
Run: add trusted automation
After the team builds confidence, XR can test auto-send for trusted sequences, AI assistant support, and CI keyword tagging.
Readiness Gate
The pilot depends on two fields and three decisions.
These are the items to check before the kickoff becomes a live build rather than a conceptual walkthrough.
Field mapping
Required field
CSM Owner: synced from Salesforce to Apollo and usable as a list filter before Wednesday 5/20.
Required guardrail
Active Platform User: Pendo-driven flag under PII review with Becky, used to keep current XR users out of prospecting lists.
Later phase
Conversation Intelligence keywords: custom call tags that can update Salesforce fields after the weekly loop is stable.
Decisions to confirm
Which six CSM reps are in the first pilot cohort, and who owns final activation links?
Which persona should each rep build first: marketing, ops, sales, or creative?
What success metric decides whether the pilot expands to the full CS team?