Bekka Brimhall
Meet your CSM
Your Customer Success Manager (CSM) is your go-to resource for all things Canopy. As your main point of contact, your CSM is here to ensure that you get the most out of your Canopy experience.
I’ve spent 10+ years in Customer Success, and I care deeply about creating a great experience for my clients while helping them create outstanding experiences for theirs. For me, it’s all about strong relationships, thoughtful communication, reliability, and delivering real results. Outside of work, you’ll usually find me near the water (preferably the ocean), in the mountains, or at home reading, baking, or spending time with my family and my two dogs – a Lab and a Great Dane.
Stop acting like a professional document chaser! Communication is key, but it shouldn’t eat up your billable hours. Use Client Request Reminders to put your follow-ups on autopilot. For maximum efficiency, build these into your Task Templates so they fire off automatically when a task/subtask status changes. This keeps your communication consistent and your firm looking like a pro, all while you focus on the work that actually matters.
Your CSM will help you get the most out of Canopy!
GET THE MOST OUT OF CANOPY
What Your CSM Can Do
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Strategic Consultant: Your CSM will work to understand your business goals and help you leverage Canopy’s tools to achieve them.
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Product Education: Need help navigating Canopy’s features? Your CSM is a dedicated resource for personalized product education.
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Maximize Your Value: Whether it’s optimizing workflows, discovering new features, or finding ways to save time, your CSM will help you get the maximum value from Canopy.
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Subscription Assistance: Considering an upgrade or need to adjust your plan? Your CSM can guide you through updates to your subscription, ensuring you always have the right tools for your needs.
Additional Canopy Resources
We’ve got all kinds of resources & support.
Canopy Partners
Our recommended consulting partners can help with everything—from optimizing your internal processes to running a more profitable firm to upskilling your employees, and everything in between.
Interested? Talk to your implementation specialist and/or CSM for a list of recommended partners. They’ll make introductions to get you started.
Professional Services
We offer a convenient catalog of professional services that can be added on at any time. It’s like illuminating the Bat signal up in the sky, but for the Canopy customer experience team instead of a weird costumed billionaire vigilante. Our team is on standby—whether it’s when you acquire new clients, merge firms, train seasonal staff, or whatever else.
Resources & Support
Self-training video tutorials
In-app chat with our customer service experts
Weekly Live Webinar Training Series
Email support@getcanopy.com
Call 855-558-8407 (ext #2)