Leveraging your success manager

Enterprise plan subscribers are assigned an expert on all things Air. Learn how to leverage all that they know and optimize your workflows.

Who can work with a success manager at Air?

👨‍👩‍👧‍👦 Supported on any Enterprise Air plan
✏️ Anyone with access to the workspace, library, or board

Your dedicated Success Manager helps optimize your Air experience. Expect them to:

• Provide tailored recommendations
• Schedule regular check-ins
• Assist with workflow setup and feature adoption

Using email

Reach out to your success manager for help with anything you want to make better about your experience on Air. You'll have a direct email address for reaching them and ensuring you are getting personalized help. Your success manager is partnered with you to share solutions and assist you with taking advantage of all that Air has to offer. Here are some common topics that come up over email between success managers and their customers:

• Billing or account setup
  • Partner to ensure your invoicing is going smoothly
  • Apply tax exemptions or promotional rates
  • Add, remove and modify users
• Receive communications about new features and marketing opportunities
• Network with fellow team members - introduce more departments or brands under your umbrella to your success team

Using live video chat

Schedule live sessions with your success manager or attend your regularly scheduled meetings with them. Check out some of the topics typically covered live:

• Get briefed on recently released Air feature updates
• Share workflow changes on your end
  • What process steps have you added or removed
  • What software is now part of or removed from your tech stack
• Ideas to improve collaboration with Air
  • Learn about opportunities available to share feedback
  • Participate in marketing partnerships and case studies
• Deep dive on workflow optimization
• Attend live business reviews where your success manager provides an overview of your wins so far and opportunities for improvement Air has identified

Get the most value out of Air. Regularly communicate your goals and challenges with your success manager. Utilize scheduled check-ins to explore opportunities. Reply to their emails when they reach out and keep your appointments with them.