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 Onboarding 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....
Members-only Premium Organizational change map template A tool designed to help you track, plan, and manage changes across various departments and timeframes....
Members-only CS strategy Trial-to-subscription conversion framework This framework goes through key methods you can follow to improve trial-to-subscription conversions....
Members-only CS strategy Value proposition research questions A structured guide designed to help businesses uncover the unique value their product or service delivers to customers....
Members-only Customer advocacy Customer advocacy template A structured guide that helps businesses build and manage customer advocacy programs, empowering loyal customers to become brand champions....
Members-only CS strategy Storytelling framework [example] A blank version of the storytelling framework, designed to help businesses craft compelling narratives around their products or services....
Members-only Email Freemium users to paid users conversion template A collection of pre-written email scripts designed to help SaaS businesses transition active freemium users into paying customers....
Members-only Questions Win/loss interview questions (template) Prompts you need to understand why a sales opportunity resulted in either a win (a new customer) or a loss (choosing a competitor or no one at all)....
Members-only CS strategy Internal launch roadmap template A top-line plan for internal use that outlines the stages required to get your launch live....
Members-only Email Proof of value email template A pre-built email framework designed to showcase the value of your product or service to potential customers....
Members-only Email Win/loss email invite templates A ready-to-use framework designed to help businesses gather feedback from customers or prospects after a won or lost deal....
Members-only Metrics & Data Checklist for growing Monthly Recurring Revenue (MMR) A strategic tool designed to help SaaS businesses increase their Monthly Recurring Revenue (MRR)....
Members-only CS strategy Value proposition evaluator template A template to convincingly communicate how your product or service will benefit your customers, why they should trust you, and why they should choose you over your competitors....