Templates and frameworks

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....

Pre-written email templates designed to help sales and customer success teams re-engage with leads or prospects who have gone silent....

A structured guide designed to help businesses predict customer churn using machine learning techniques....

A tool designed to help you profile your customers’ pain points, goals, and decision-making processes....

A self-assessment tool that helps you evaluate the quality of your data across key dimensions, such as accuracy, completeness, and consistency....

A structured tool to assess the performance of CSMs across various key competencies....