Not sure there is a hard and fast number - as you mentioned it will vary by segment, lifecycle among other things. Short answer, less is more - think of the quality of why you’re doing it first to filter out poor use cases.
Also, I’m assuming you’re just referring to automated CTA’s here.
I think in general you want to avoid everything a CSM needs to do turning into a CTA. You want to be intentional with why you’re triggering your CTA’s, what you want to accomplish with the CTA, and if there isn’t some other way like a dashboard to get the information already.
They’re called “Call To Action” for a reason - do you need to alert the CSM to take a specific set of actions in a Playbook based on a data anomaly? Or do you are just tracking some piece of information, like an event (like a new case was created) that could be viewed in a dashboard? In my opinion, you want the former not the latter.
I dropped some thoughts on good CTA construction here:
I recognize this doesn’t quite answer the question of how many CTAs to generate. However, I wonder if the spirit behind the question is how to generate high-quality and meaningful CTAs.
@RossM This is certainly a late reply, but I’m just stumbling upon your post now. We too have been looking for guidance here. Rather than having a specific number, these are the questions we are asking ourselves internally to help determine our ideal CTA total:
- How many CTAs can our Admin team effectively monitor, maintain, and update?
- Are the CTAs we have effectively scattered throughout the customer lifecycle? Ex. Do we only have Risk CTAs or do we have an equal balance of Growth CTAs as well?
- Are we being impactful through the CTAs we have today? We are doing adoption analyses to determine how a customer grows or contracts with us following a CTA
- Can a new CTA idea be integrated into an existing CTA rather than created as it’s own?
- Are reps effectively closing CTAs out by their Due Dates or is a backlog being created?