Templates and frameworks

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....

A self-evaluation framework designed to help Customer Success teams analyze their current position within the business and align with strategic goals....

An outline of the vision, mission, values, and success criteria for your CAB while providing actionable steps for member selection, engagement, and key outcomes....

A structured framework designed to help end client relationships professionally and positively....

A guide designed to help you create a tailored strategy for ensuring long-term customer satisfaction and success....

Pre-designed email formats you can use to promote additional, relevant products or services to their existing customers....

The stages of the buyer's journey, from initial awareness to post-purchase relationship management....

A tool used to clarify roles and responsibilities within a project by designating who is Responsible, Accountable, Consulted, and Informed for each task....