Templates and frameworks

A structured framework that helps organizations assess how advanced and effective their customer experience operations truly are....

A ready-made questionnaire designed to help you understand users’ first impressions of a new product feature....

a user experience (UX) measurement model to help teams evaluate the quality of their product experience by focusing on key user-centered metrics....

A structured framework designed to ensure a smooth transition between the sales and customer success teams once a deal is closed....

A set of ready-to-use email frameworks designed to help you introduce product updates to customers and guide them through adoption....

A strategic tool that helps businesses plan, track, and refine their efforts to attract, convert, and retain new customers....

A ready-made outreach message designed to invite satisfied customers to share their success stories....

A structured framework for setting long-term objectives, aligning teams, and identifying the tactics needed to achieve measurable business goals....

A ready-made communication framework designed to help you confidently ask your customers to share their experiences, without the awkwardness....

A practical, data-driven template that helps customer success teams monitor the well-being of their customer accounts....

A strategic framework for engaging customers at every stage of their journey, from onboarding to advocacy....

A specialized tool designed to help teams systematically collect, manage, and analyze user feedback related to AI-generated content....

A structured daily guide created to help Customer Success Managers (CSMs) stay proactive, organized, and impactful every day....

A practical guide designed to help you ask smarter, more insightful questions during customer interviews....

A structured approach for gathering, analyzing, and acting on customer feedback across every stage of the customer journey....