Templates and frameworks

A collection of ready-made calculators designed to help you measure and track key customer service and support metrics....

A framework to help inspire the steps you take your new customers through to get them fully onboarded....

10 critical questions that will help you gauge customer loyalty and gain crucial insights into your customers' experiences with your product or service....

A structured tool designed to help you monitor and manage customer referrals effectively....

A detailed reference guide designed to help product marketers and businesses understand, measure, and manage customer churn....

A strategic guide designed to help you retain customers by lowering churn rates....

Track progress toward your Objectives and Key Results (OKRs) using a clear, measurable scoring system....

A guide designed to help you create a tailored strategy for ensuring long-term customer satisfaction and success....

A pre-built email framework designed to encourage satisfied customers to share their experiences....

A strategic tool to help you identify gaps between your current performance and desired outcomes....

A comprehensive guide designed to help you develop and optimize your customer success processes....

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

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....