Templates and frameworks

Create a structured plan that helps turn your loyal customers into passionate advocates for your brand....

Facilitate conversations between employees and their managers about career growth and skill enhancement....

A set of well-crafted questions that aim to uncover key factors influencing churn....

An email protocol template between sales and customer success to ensure a smooth handover process....

A master list of customer feedback questions to help you get the most from customer interactions....

A strategic framework that outlines how to effectively communicate with key stakeholders throughout a project or customer journey....

A template designed to help businesses better understand and act on customer feedback....

A comprehensive tool designed to help marketers and customer success professionals visualize and optimize the entire customer experience....

A template of 80 questions to ask your customers to create an effective case study....

Keep track of your customers' key information and segment them based on customer segmentation profiles....

A tool designed to help you evaluate your customer success strategy and align it with your business goals....

A guide designed to help you create compelling customer success stories by asking the right questions....

A checklist with everything you need to consider when putting together a post-sale customer survey....

An example using the SMART framework for setting goals....

A user email template collection with four proven templates you can work from to welcome new users....