Templates and frameworks

Psssst. If you're already an owner of a Customer Success Collective membership plan, head here to access your bank of templates and frameworks. 👇

Sure, you could do a quick Google search to learn about customer success. But's a search, not research – often the content you stumble upon isn't always verifiable.

With a CSC membership, you automatically gain access to a wealth of reliable and trusted templates and frameworks. Every single template and framework we load into our membership plan has been reviewed and approved by experts from organizations like:

Customer Success Collective community members

It really is a treasure trove of crucial CS resources that are regularly reviewed and updated. Fancy a taste of what's on offer? 👀

Customer advocacy template
S.M.A.R.T template
RACI template
OKR grading scale
Customer health score example
Customer Success metrics calculator
Leadership qualities template
Employee development plan template
Change map across the organization
Customer journey gap analysis
Customer Success strategy framework
White paper template
Stakeholder feedback and improvement log
Tone of voice
Customer referral tracking template
How to reduce your churn rate
Campaign planning template
Churn rate cheat sheet
SMART goals template
Customer journey map
Onboarding maturity model
Stakeholder communication plan
Peer review email template
Customer success alignment assessment template
Customer exit interview questions template
Customer health score template
EBR template
Onboarding RACI matrix template
How to improve trial-to-subscription conversions template
Internal roadmap template
CSM interview STAR method template
Proof of value email template
Value proposition research questions framework
Post-sale customer survey checklist framework
A CSM’s weekly 1:1 meeting template
Customer segmentation template
Voice of the Customer (VoC) framework
Value proposition evaluator
Customer advocacy strategy framework
Customer feedback questions framework
Time-to-value (TTV) framework
A CSM’s performance evaluation scorecard template
Customer implementation framework
Empathy map template
Guide to SaaS pricing models template
Segment hypothesis worksheet template
Customer advisory board (CAB) email invite template
Customer engagement plan framework
New product features template
Account expansion plan template
Customer segmentation profile framework
B2B customer persona example
Win/loss email invite template
The current state of the customer journey template
Feature update email templates
Checklist for growing MMR template
Customer success story questions template
Internal roadmap template
New feature outreach and training template
The HEART framework
Churn rate prediction framework
Storytelling framework
Storytelling framework [example]
Customer churn survey template
AARRR model framework
Segment sentiment audit checklist
Customer renewals email template
B2B user persona example
B2B user persona template
Buyer funnel [stages + tactics]
Payment failure email template
New hire onboarding checklist
Jobs-to-be-done canvas
Improving trial-to-subscription conversions
Messaging framework
Competitive intel checklist
Sales to CS handover template
Competitor SWOT analysis template
How to lower your churn rate
Onboarding checklist
Customer needs analysis template
Customer strategy checklist
Customer success playbook framework
Win-loss interview questions
Customer onboarding framework
Product demo checklist
Customer case study questions
SaaS churn rate cheat sheet
A guide to churn reduction
New user email templates
Inactive user email templates
Completed first action email templates
Pricing increase email templates
Up-sell email templates
Cross-sell email templates
Converting freemium users to paid users email templates

Learn about how CSC membership can accelerate your organization's growth and your career today! 👉