Sales and Customer Success Playbooks
Individual Contributors (Reps & CSMs):
Customer Journey - Stages & checkpoints

4.3K+ checkouts, Updated: Jan '22
Matt Charley
Account Health Score - High touch

3.6K+ checkouts, Updated: Dec '21
Amber Monroe
Joint Success plan - Template

2.7K+ checkouts, Updated: Nov '20
Ramya Ragavan
NPS Survey - Templates

2.9K+ checkouts, Updated: Sep '21
Alex Farmer
Business Reviews (QBR) - Playbooks

3.8K+ checkouts, Updated: Apr '20
Effie Mansdorf
Onboarding template - One pager

2.8K+ checkouts, Updated: Dec '20
Maor Chester
Client Onboarding kickoff - Template

4.3K+ checkouts, Updated: May '21
Kristi Faltorusso
Customer engagement - RACI matrix

2.5K+ checkouts, Updated: Feb '21
Success Hacker
Triggers for Customer Playbooks

3.8K+ checkouts, Updated: Feb '20
Wayne McCulloch
Renewal email templates - Low touch

1.3K+ checkouts, Updated: Jul '20
Erika Villarreal
Executives :
Customer Success roles overview
RACI

2.1K+ checkouts, Updated: Jul '21
Jung Kim
CSM Compensation - MBO

3.9K+ checkouts, Updated: Feb '21
Craig Jackson
CS capacity planner- worksheet

2.6K+ checkouts, Updated: Jun '21
Kristin Hayer