Templates and frameworks
Psssst. If you're already a CSC membership plan owner, head here to access your 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? 👀
- Internal roadmap
- New feature outreach and training
- Checklist for growing MMR
- Customer success story questions
- Churn rate prediction
- The HEART framework
- Improving trial-to-subscription conversations framework
- Jobs-to-be-done canvas
- Churn reduction guide
- Messaging framework
- Competitive intel checklist
- Competitor SWOT analysis
- Customer experience map
- Onboarding checklist
- Payment failure email template
- Follow-ups for non-responsive customers
- Customer retention survey
- Win-loss interview questions
- Trial-to-subscription framework
- Customer needs analysis
- Customer success strategy checklist
- New hire onboarding checklist
- Customer success playbook framework
- Onboarding framework
- Product demo checklist
- SaaS churn rate cheat sheet
- Customer feedback questions
- Sales to customer success handover
- Customer churn survey template
- ARRRR model framework
- Customer case study questions
- Storytelling framework
- Storytelling framework [example]