Templates and frameworks

Templates and frameworks

Psssst. If you're already a CSC membership plan owner, head here to access your templates and frameworks. ๐Ÿ‘‡

Templates & frameworks | Customer Success Collective
From strategy checklists to churn rate cheat sheets, customer feedback master lists to onboarding frameworks, your template & framework hubโ€™s home to it all.

Sure, you could do a quick Google search to learn about customer success. But's a search, not research โ€“ often the content you stumble upon isn't always verifiable.

With a CSC membership, you automatically gain access to a wealth of reliable and trusted templates and frameworks. Every single template and framework we load into our membership plan has been reviewed and approved by experts from organizations like:

Customer Success Collective community members

It really is a treasure trove of crucial CS resources that are regularly reviewed and updated. Fancy a taste of what's to come? Then watch this space... ๐Ÿ‘€

  • Improving trial-to-subscription conversations framework
  • Jobs-to-be-done canvas
  • Customer check-in template
  • Customer handoff template
  • New hire onboarding checklist
  • Customer success organization template
  • Account renewal checklist
  • Customer review meeting checklist
  • Customer lifetime value (CLTV) cheat sheet
  • Reactivating failed payments email template
  • CS key performance indicators (KPIs) template

Learn about how CSC membership can accelerate your organization's growth and your career today! ๐Ÿ‘‰