Go-to-market plays

Win more deals with the Radically Authentic Discovery (RAD) Method, developed by Bob London.

Use this template to drive deeper customer engagement, insights, and more revenue.

Tracking the right metrics is critical to data-driven success conversations.

This cheat sheet gives you a comprehensive metrics calculator that you can download and customize to measure your performance.

Create a strong partnership between Sales and CS, collect the right information, and deliver the best customer experience.

This template ensures all the right information is included in the handoff.

It’s not always apparent if you’re missing important health score metrics in your model?  

Download the health score metrics bank to access a list of all metrics you can include in your score.

Run EBRs that actually drive alignment between CS teams and customers

This plug-and-play template covers everything from success plan goals to product roadmap presentations, and so much more.

CCOs and CS leaders need to show how customer success creates value for the organization. 

This template helps you prepare and tell the right story that shows impact to the c-suite.

Accurate forecasting requires starting from the bottom and working your way up. 

This template helps you hit the ground running.

Measuring the effectiveness of your customer programs is crucial to identifying growth opportunities and constraints.

Start with this free scaled-CS program checklist and metric bank to understand what’s working and what’s not.

Derisk champion turnover (the #1 churn reason) with clear and quick communications. 

Begin with these email templates and easily match them to your needs and unique tone.

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