Members-only Customer retention Why offboarding matters Offboarding is like the final chapter in a book. While the entire story entices the reader, it's the conclusion that leaves a lasting impression. In this article, discover the art of offboarding and re-engagement strategies....
Members-only Premium Customer success alignment assessment A tool designed to help you evaluate your customer success strategy and align it with your business goals....
Members-only CS strategy Customer success story questions template A guide designed to help you create compelling customer success stories by asking the right questions....
Members-only Onboarding Post-sale customer survey checklist A checklist with everything you need to consider when putting together a post-sale customer survey....
Members-only CS strategy S.M.A.R.T template [example] An example using the SMART framework for setting goals....
Members-only Email New user email template collection A user email template collection with four proven templates you can work from to welcome new users....
Members-only Community Scaling customer success with community | Wes Gibson, Catalyst Businesses can harness the power of community to scale operations, including your customer success function. Catalyst’s very own Scale CSM, Wes Gibson, talks us through the significance of communities in relation to customer success scale programs....
Members-only CS strategy The State of Customer Success 2023 Want to know the latest developments in customer success? Perhaps the key responsibilities of a customer success team? Or maybe you’re just curious about how CSMs really feel about their roles. We’ve got the goods you need right here, right now. ⚡️...
Members-only Metrics and data Customer success metrics calculator A collection of ready-made calculators designed to help you measure and track key customer service and support metrics....
Members-only Product adoption How customer success and product collaboration elevates the customer experience In the fast-paced world of customer-centric businesses, the symbiotic relationship between Customer success and product management teams is not just a nice to have; it's a necessity. The key to elevating the customer experience lies in the seamless integration of these two vital departments....
Members-only Onboarding Customer onboarding framework template A framework to help inspire the steps you take your new customers through to get them fully onboarded....
Members-only Management Building high-performing customer success teams | Amy Oilman, RingCentral In this episode of the CS School podcast, we’re joined by Amy Oilman, RVP of Customer Success at RingCentral. Amy has extensive experience building and scaling customer success teams from the ground up and lets us into the secrets of involved in creating them....
Members-only Onboarding New hire onboarding checklist A step-by-step guide designed to help managers and HR teams create a seamless onboarding experience for new employees....
Members-only Customer retention Customer retention survey template 10 critical questions that will help you gauge customer loyalty and gain crucial insights into your customers' experiences with your product or service....
Members-only CS operations CS Ops: Turning data into smarter customer success decisions The phrase “data is the new oil” becomes truer every day. Data is the lubricant that greases the wheels of the fourth industrial revolution we’re living through. In short, your company will be creating a hell of a lot of data points - if they’re not already....