Templates and frameworks

A comprehensive tool designed to help marketers and customer success professionals visualize and optimize the entire customer experience....

A template of 80 questions to ask your customers to create an effective case study....

Keep track of your customers' key information and segment them based on customer segmentation profiles....

A tool designed to help you evaluate your customer success strategy and align it with your business goals....

A guide designed to help you create compelling customer success stories by asking the right questions....

A checklist with everything you need to consider when putting together a post-sale customer survey....

An example using the SMART framework for setting goals....

A user email template collection with four proven templates you can work from to welcome new users....

A collection of ready-made calculators designed to help you measure and track key customer service and support metrics....

A framework to help inspire the steps you take your new customers through to get them fully onboarded....

A step-by-step guide designed to help managers and HR teams create a seamless onboarding experience for new employees....

10 critical questions that will help you gauge customer loyalty and gain crucial insights into your customers' experiences with your product or service....

A framework to help ensure users derive value from the product as fast as possible....

A structured tool designed to help you monitor and manage customer referrals effectively....

A strategic model used to analyze and optimize the customer journey....