Members-only CS strategy Strategic planning template A structured framework for setting long-term objectives, aligning teams, and identifying the tactics needed to achieve measurable business goals....
Members-only Revenue generation How a CCO transformed CX into a revenue powerhouse We’re at a tipping point. Capital is more expensive than it’s been in years. Global supply chains are strained, cyber threats are rising, and geopolitical uncertainty is introducing volatility into nearly every sector. In short, growing a business has never been more complex – or more urgent....
Members-only Metrics and data How high-performing leaders measure what matters In a leadership role, I’m often asked how we measure impact, drive value, and stay proactive in a highly fluid role. I’ll admit, these aren’t always easy questions to answer, but they’re the right ones....
Members-only Email Requesting a review email templates A ready-made communication framework designed to help you confidently ask your customers to share their experiences, without the awkwardness....
Members-only AI How to use AI to build customer stories that drive revenue Build a scalable, AI-powered customer storytelling system that boosts retention, fuels revenue, and gets buy-in in just 24 hours....
Members-only Metrics and data The perils of poor customer data hygiene (and how you can prevent it) It’s a sinking feeling you’re probably trying to ignore. That little voice in your head going: “Our data might be… a bit of a mess”? Hate to break it to you, but it’s probably right. In fact, 70% of revenue leaders lack confidence in their CRM data....
Members-only CS operations Customer success operations Your complete guide Customer success operations, otherwise known as CS Ops, is a new type of role we’re beginning to see crop up within customer success. Like any ordinary operations role, CS Ops functions within customer success to help it run smoothly....
Members-only Metrics and data How to get your CEO to notice your customer success team Your CEO cares about one thing: numbers that directly impact the company's financial health and long-term survival. That means metrics that make sense to people who live and breathe revenue numbers. “The love language of the company is revenue,” according to Rav Dhaliwal....
Members-only Templates and frameworks Customer health score calculator A practical, data-driven template that helps customer success teams monitor the well-being of their customer accounts....
Members-only Customer engagement Choosing the right engagement model for your customers Discover a proven engagement model that drives outcomes, deepens trust, and turns customer success from reactive to strategic....
Members-only Revenue generation The customer success leader’s guide to strategic negotiations You didn’t sign up to sell, but now… well, you own revenue. CS leaders must now rethink how they approach metrics, performance, and, critically, negotiation. What used to be a sales-led conversation is increasingly in CS’s hands....
Members-only AI and automation How to lead successful AI adoption in your customer success team Christine Lawther led her customer success team from 0 to 80+ AI adoption wins. Learn how she mapped tasks, tackled change management, and used AI tools to boost efficiency – one micro-win at a time....
Members-only Customer journeys Customer lifecycle campaign plan template A strategic framework for engaging customers at every stage of their journey, from onboarding to advocacy....
Members-only CS operations Why CS Ops is the antidote to your company's misalignment Aligning business-wide initiatives and driving frictionless renewals are key goals for any customer success leader in a business that follows a recurring revenue model. In this article, we'll explore how to leverage customer success operations (CS Ops) to achieve organization-wide alignment....
Members-only AI and automation 10 practical ways to use AI in your customer success role every day In this guide, we break down 10 practical, real-world ways CSMs can use AI right now to deepen customer understanding, scale proactive support, boost productivity, and level up their strategic value....