Templates and frameworks

Use this worksheet to track your progress and record your final recommendation as you make your way through the MAP model....

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

A resource for competitive intelligence professionals to evaluate the Strengths, Weaknesses, Opportunities, and Threats (SWOT) of your company in comparison to your competitors....

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 tool designed to help businesses map out each stage of their customers' interactions, from initial brand awareness to post-purchase advocacy....

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 strategic framework to get to the root of why people purchase your product....

Collection of follow-up email templates to help CS teams maintain strong relationships with both new and existing customers....

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 comprehensive guide designed to help businesses define and maintain a consistent communication style across all platforms....

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....