Templates and frameworks

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....

A strategic tool that helps organizations systematically collect, analyze, and act on feedback from customers....

Framework for capturing, organizing, and acting on customer feedback – without letting anything slip through the cracks....

A structured framework designed to help CS and account management teams conduct impactful, data-driven executive meetings with clients....

A set of pre-written emails designed to help businesses streamline their renewal communication process....

A structured framework designed to help businesses gain valuable insights from departing customers....

A structured framework designed to make one-on-one meetings between CS leaders and CSMs more productive and goal-oriented....

A strategic guide designed to help businesses build and sustain meaningful relationships with their customers....

A comprehensive framework designed to help businesses strategically grow their high-value customer accounts....

Simplify the process of researching new accounts with our account research template....

Maximize revenue growth through improving your organizations retention and monetization of existing customers with this customer experience map....