Power User — Customer Success Manager

Give Every Client the White-Glove Experience at Scale

Your clients deserve personalized attention, but you're managing 30+ accounts. Masset helps you find the right documentation, case study, or training material in seconds — and share it with engagement tracking so you know what resonates.

Masset helps Customer Success Managers prepare for QBRs in minutes, create curated onboarding Boards for new clients, track which resources clients engage with, and ensure all shared documentation stays current via version control.

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Claude

I have a QBR with Acme tomorrow. What product updates and case studies should I bring?

Finding QBR-relevant content for enterprise accounts...
masset.semantic_searchmasset.analytics_search
Found Q1 product updates and 2 relevant case studies for Acme's industry.
Acme QBR Prep
Product updates: 3 features shipped in Q1 (analytics dashboard, MCP v2, Slack integration)
Case study: Similar enterprise — 40% faster onboarding
Case study: Financial services ROI — $1.8M content-influenced revenue
Onboarding Board engagement: Acme accessed 78% of resources (above average)
QBR prep complete — 3 updates, 2 case studies, engagement data ready.
Reply to Claude...
Real-World Scenarios

See It In Action

QBR with a key account tomorrow — need to find relevant product updates and a case study from a similar company.

“What product updates shipped in Q1 that affect enterprise accounts? And find me a relevant case study.”

Outcome

Walk into the QBR with personalized talking points. Client feels valued. Expansion conversation opens naturally.

Claude

What product updates shipped in Q1 that affect enterprise accounts? And find me a relevant case study.

Finding Q1 updates and enterprise case studies...
masset.semantic_searchmasset.keyword_search
3 product updates relevant to enterprise. 2 case studies matched.
QBR Prep — Enterprise Account
Q1 Product Updates:
• Analytics Dashboard v2 — team-level engagement breakdowns
• MCP v2 — now supports 14 AI tools (was 8)
• Slack Integration — inline content previews in threads
Best case study: Regional Financial Group — $1.8M content-influenced revenue
🔗 All links ready to share during the QBR
QBR prep done in 15 seconds. 3 updates + case study ready.
Reply to Claude...

New enterprise client starting onboarding — they need product docs, training guides, and best practices.

“Build an onboarding Board for our new enterprise client — organize by implementation phase.”

Outcome

Client ramp time drops 40%. Support tickets drop 30% because clients self-serve from the Board.

Claude

Build an onboarding Board for our new enterprise client — organize by implementation phase.

Curating onboarding content by phase...
masset.semantic_searchmasset.asset_search
Found 18 relevant onboarding resources. Organized by implementation phase.
Enterprise Onboarding Board — Ready
Phase 1 (Week 1): Quick start guide, admin setup docs, SSO configuration
Phase 2 (Week 2): User training deck, Slack integration guide, Myca tutorial
Phase 3 (Week 3): Analytics setup, custom Board creation, best practices
Phase 4 (Ongoing): Advanced features, API docs, feature request process
18 resources curated. One shareable link for the client PM.
Onboarding Board ready. One link replaces 18 separate emails.
Reply to Claude...

Renewal in 60 days — client hasn't engaged with the last 3 resources you sent.

“Show me engagement history for Acme — they haven't opened my last 3 sends.”

Outcome

Switch from written guides to video content. Re-engagement rate jumps. Renewal secured.

Claude

Show me engagement history for Acme — they haven't opened my last 3 sends.

Pulling Acme engagement history...
masset.get_activitymasset.analytics_search
Analyzed 12 months of content engagement for Acme. Pattern detected.
Acme Content Engagement by Format
Last 12 months · 24 shares
Videos
89avg 4 min watch
One-pagers
72avg 2 min read
Case studies
45avg 3 min read
Long guides
8rarely opened
Slide decks
12low engagement
💡Acme strongly prefers video (89% open rate) and one-pagers (72%). They don't engage with long-form guides. Switch to short-form content.
Format mismatch found. Switch to video + one-pagers for re-engagement.
Reply to Claude...
The Problem & The Solution

Before Masset vs. After Masset

Without Masset

  • QBR prep takes hours of digging through drives for the right case studies and product updates
  • New client onboarding is manual — sending 10 separate links across 5 emails
  • No idea if clients actually read the resources you send them
  • Sharing outdated documentation because you can't find the latest version

With Masset

  • Ask Myca: 'product updates for Q1' or 'training guide for analytics module' — get it instantly
  • Curated onboarding Boards give new clients everything in one shareable hub
  • Shares tracking shows which resources clients engage with and which they ignore
  • Version control ensures every shared resource auto-updates when documentation changes
How It Works

How Customer Success Managers Use Masset

01

Build client onboarding Boards

Create a curated Board with product docs, training guides, best practices, and relevant case studies. Share one link instead of 10 emails.

02

Prep for meetings in minutes

Ask Myca for relevant case studies, product updates, or feature documentation before any client meeting. Seconds instead of hours.

03

Share with engagement tracking

Send resources via Masset Share links. Know exactly which docs your client reviewed, how long they spent, and what they skipped.

04

Keep everything current

When product documentation updates, version control pushes changes to every shared Board and link. Your clients always have the latest information.

Key Features

Built for Customer Success Managers

40% faster client onboarding

Meeting prep in seconds

Client engagement visibility

FAQ

Common Questions

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See how CS teams use Masset

Watch a demo showing client onboarding Boards, meeting prep with Myca, and engagement tracking. 4-hour onboarding.

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