Members-only CS strategy Customer Advisory Board (CAB) strategy one-pager An outline of the vision, mission, values, and success criteria for your CAB while providing actionable steps for member selection, engagement, and key outcomes....
Members-only CS strategy Customer success strategy template A guide designed to help you create a tailored strategy for ensuring long-term customer satisfaction and success....
Members-only AI and automation How to integrate AI personalization and recommendation systems into your business When we make the most of sophisticated AI algorithms, we can identify upsell opportunities, deliver tutorials for underutilized features, and detect churn risks with remarkable precision. This personalization not only enhances customer satisfaction but also drives loyalty and revenue....
Members-only CS careers Advice customer success leaders wish they had known earlier How many times have you thought “Ugh! I wish I'd known that”? While you may have had to earn that knowledge the hard way, sharing it with customer success teams navigating similar challenges could save them countless headaches and missteps....
Members-only Customer journeys Buyer journey (stages and tactics) template The stages of the buyer's journey, from initial awareness to post-purchase relationship management....
Members-only CS strategy RACI template A tool used to clarify roles and responsibilities within a project by designating who is Responsible, Accountable, Consulted, and Informed for each task....
Members-only Customer segmentation Customer segmentation template A tool designed to help businesses categorize their audience into distinct groups based on shared characteristics....
Members-only Customer feedback Stakeholder feedback and improvement log template A structured tool designed to help teams capture, track, and respond to feedback from key stakeholders....
Members-only B2B B2B user persona example A strategic tool used to create detailed profiles of your ideal business customers....
Members-only B2B B2B user persona template Gain deeper insights into your target market and tailor your marketing efforts effectively....
Members-only B2B B2B buyer persona example A strategic tool used by product marketers to create detailed profiles of their ideal customers....
Members-only Email Customer Advisory Board email invitation template A structured email invitation designed to engage and invite key customers to participate in a Customer Advisory Board (CAB)....
Members-only CS strategy S.M.A.R.T template A framework that helps individuals and teams set clear and actionable goals by breaking them down into five essential criteria: Specific, Measurable, Achievable, Relevant, and Time-bound....
Members-only Insider Customer onboarding maturity model template A framework designed to help you assess and improve your customer onboarding processes....
Members-only Competitive intelligence Competitor comparison chart (template) A useful tool to help marketing professionals systematically gather and analyze information about their competitors - all in one handy document....