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Customer Success October Monthly Report Highlights

reportingReporting feature requestReporting feature request

Status: Open.

#1102 In cal-itp/customer-success;

· github-actions opened on Nov 2, 2025

Send monthly update to D5 for October

reportingReporting feature requestReporting feature request

Status: Open.

#1101 In cal-itp/customer-success;

· github-actions opened on Nov 1, 2025

Parent: Update Customer Success Program Handbook

CS Transition PlanningRelated to the May 2025 CS Workshop or Transition PlanningRelated to the May 2025 CS Workshop or Transition Planning

documentationImprovements or additions to documentationImprovements or additions to documentation

Status: Open.

#1099 In cal-itp/customer-success;

· caitlinharper opened on Oct 31, 2025

Holiday Service Campaign Outreach: Phase 3

Status: Open.

#1098 In cal-itp/customer-success;

· laneymangan opened on Oct 30, 2025

Send end of year email to agencies

Status: Open.

#1097 In cal-itp/customer-success;

· laneymangan opened on Oct 30, 2025

Draft Monthly Highlight Report

Status: Open.

#1096 In cal-itp/customer-success;

· laneymangan opened on Oct 30, 2025

Draft Annual Report

Status: Open.

#1095 In cal-itp/customer-success;

· laneymangan opened on Oct 30, 2025

Import Holiday Service campaign tickets

Status: Open.

#1094 In cal-itp/customer-success;

· laneymangan opened on Oct 30, 2025

Add CTA Conference Agency Goals

account-managerIssue for developing the account manager programIssue for developing the account manager program

Status: Open.

Task

#1086 In cal-itp/customer-success;

· ninadinh-la opened on Oct 23, 2025

Final sync with all orgs in Airtable

Status: Open.

#1085 In cal-itp/customer-success;

· AnthonyRollins opened on Oct 21, 2025

Parent issue: Airtable and HubSpot sync

Status: Open.

#1082 In cal-itp/customer-success;

· AnthonyRollins opened on Oct 21, 2025

Formatting/misc. edits to Benefits SOP

Status: Open.

#1080 In cal-itp/customer-success;

· o-ram opened on Oct 11, 2025