Find the current playbook in Mango CS

Open the customer’s record in Mango CS and use the playbook or guidance available for that account and situation. Follow the current version shown there; this page does not replace customer-specific instructions or the app’s activity record.

Northstar’s example categories below are starting points for browsing, not a confirmed catalog. If the applicable playbook is missing or does not fit, ask your manager which current guidance to use before promising a customer an outcome.

Common reasons to look for a playbook

Illustrative Northstar examples; confirm the available categories in Mango CS.

Getting started

  • Check the account record for agreed goals and known dependencies.
  • Confirm the next customer meeting and the internal owner.

Building adoption

  • Review the customer’s stated use case and recent activity in Mango CS.
  • Agree on one observable next action with the customer.

Retention planning

  • Check open concerns and unresolved actions before discussing renewal.
  • Record the agreed owner and next step in Mango CS.

Use the account-specific guidance

Mango CS holds the current customer context and working record.

Open the customer record in Mango CS.

Select the playbook that matches the customer’s current need.

Record actions and follow-up in Mango CS.

If the right playbook is unclear or unavailable, check with your manager before adapting guidance for a customer.