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. 👇
Templates & frameworks | Customer Success Collective
From strategy checklists to churn rate cheat sheets, customer feedback master lists to onboarding frameworks, your template & framework hub’s home to it all.
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:
It really is a treasure trove of crucial CS resources that are regularly reviewed and updated. Fancy a taste of what's on offer? 👀
- 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 advocacy 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
