3 essential templates to transform your customer success strategy [eBook]


We know you’re a customer success superhero – that’s a given! But we’ll bet our bottom dollar that you wish you could streamline and fast-track some of your usual day-to-day processes. After all, there are only so many hours in the day.

That’s why we’ve created this eBook to help alleviate three of the most common challenges in a CSM’s life, parcelled up in a handy guide. If you’re looking for a convenient and easy-to-use template to propel value realization, prevent cases of churn, and drive revenue, you’ve come to the right place.

What’s in it for you?

So, what templates are in this guide?

  • Follow-up email templates for non-responsive customers
  • Churn rate prediction framework
  • Account expansion plan framework

Got a few unresponsive customers? No problem. Instead of painstakingly spending hours writing your own follow-up emails, here are several on the house.

Have you identified an opportunity to up or cross-sell to an already satisfied, high-value customer, but don’t quite know how to go about it? Look no further than our account expansion plan framework.

Are you sick to the back teeth of your customers churning and want to take control of the situation? We can’t provide a magic wand, but we can provide the next best thing: a churn prediction framework.

Download these three free templates (an unintentional tongue twister) usually exclusive to our members and finally use your time to tackle the million other things on your to-do list.

Let us sweat the small stuff, and save the big picture thinking for you to sink your teeth into.

Why are we doing this?

The whole reason Customer Success Collective was founded was to unite like-minded global CS professionals and elevate the CS function via industry-leading events, first-class content, and a unique community to bounce off ideas and learn from one another.

So, what are we doing? We’re putting our money where our mouth is and giving you free access to three of the templates and frameworks found in our membership plans that’ll revolutionize your customer success function.

Become a fully-fledged member

Like what you see? Our membership plans are filled to the brim with 60+ templates and frameworks just like these, along with awesome OnDemand video content and exclusive articles to boot.

We cater to all and are centered around the number one principle: providing CS professionals of all seniority levels with gold-standard resources.

Here’s what you can expect from a CSC membership:

🎖️ Exclusive content from world-renowned experts.

📂 Templates and frameworks to streamline your customer success strategy.

📽️ Access to OnDemand footage from our Customer Success Festivals.

🫂 A members-only network to create invaluable connections, have meaningful conversations and get actionable advice.

🎪 Discounted tickets to our in-person events.*

🎓 Discounted access to our entire suite of customer success certifications.

*Available in our annual subscription.