Templates and frameworks

A strategic guide designed to help customer success teams structure their processes, align with customer goals, and drive better outcomes....

A comprehensive guide designed to help businesses define and maintain a consistent communication style across all platforms....

a collection of pre-written emails designed to help you increase revenue by encouraging existing customers to upgrade to higher-tier plans or products....

A structured approach to ensure a smooth and effective transition from sales to post-sales activities....

Pre-written email templates designed to help sales and customer success teams re-engage with leads or prospects who have gone silent....

A strategic guide designed to help businesses create seamless first experiences for new users....

A structured guide designed to help businesses predict customer churn using machine learning techniques....

A tool designed to help you profile your customers’ pain points, goals, and decision-making processes....

A self-assessment tool that helps you evaluate the quality of your data across key dimensions, such as accuracy, completeness, and consistency....

A collection of pre-written email scripts designed to engage users who have completed a key action within your product for the first time....

A structured tool to assess the performance of CSMs across various key competencies....

Empathize with users and uncover hidden pain points or aspirations that may otherwise go unnoticed with this empathy map template....

A pre-built email framework designed to re-engage users who have stopped interacting with your product or service....

A visualization tool that helps businesses understand how customers interact with their product or service today....