Workbook for Building Your Customer Success Program
This Workbook has all of our recommended actions to take to build out your Customer Success program. There are 3 phases and 6 sections with 46 total tasks with templates and discovery questions.
These include:
Essentials - Building Bedrock: get your program off the ground with proper internal documentation and onboarding guides.
Essentials - Standard Success Outcomes: identify key value propositions your customers are buying you for which will help you drive more of these outcomes with other customers.
Efficiency - Onboarding Outline: build the roadmap for customers to achieve your success outcomes.
Efficiency - Customer Health Hero: track overall health of your customer base to identify risks and opportunities.
Enterprise - Automating Activities: scale your program to the masses with automation.
Enterprise - Geared For Growth: build your team upon the foundations you’ve already laid out.
Contents:
Workbook PDF: in depth explanation of each phase, section, and task with templates and questions to guide you through the task.
Workbook CSV: project plan for you to import into your tool of choice (Excel, Google Sheets, Notion, etc).
This Workbook has all of our recommended actions to take to build out your Customer Success program. There are 3 phases and 6 sections with 46 total tasks with templates and discovery questions.
These include:
Essentials - Building Bedrock: get your program off the ground with proper internal documentation and onboarding guides.
Essentials - Standard Success Outcomes: identify key value propositions your customers are buying you for which will help you drive more of these outcomes with other customers.
Efficiency - Onboarding Outline: build the roadmap for customers to achieve your success outcomes.
Efficiency - Customer Health Hero: track overall health of your customer base to identify risks and opportunities.
Enterprise - Automating Activities: scale your program to the masses with automation.
Enterprise - Geared For Growth: build your team upon the foundations you’ve already laid out.
Contents:
Workbook PDF: in depth explanation of each phase, section, and task with templates and questions to guide you through the task.
Workbook CSV: project plan for you to import into your tool of choice (Excel, Google Sheets, Notion, etc).
This Workbook has all of our recommended actions to take to build out your Customer Success program. There are 3 phases and 6 sections with 46 total tasks with templates and discovery questions.
These include:
Essentials - Building Bedrock: get your program off the ground with proper internal documentation and onboarding guides.
Essentials - Standard Success Outcomes: identify key value propositions your customers are buying you for which will help you drive more of these outcomes with other customers.
Efficiency - Onboarding Outline: build the roadmap for customers to achieve your success outcomes.
Efficiency - Customer Health Hero: track overall health of your customer base to identify risks and opportunities.
Enterprise - Automating Activities: scale your program to the masses with automation.
Enterprise - Geared For Growth: build your team upon the foundations you’ve already laid out.
Contents:
Workbook PDF: in depth explanation of each phase, section, and task with templates and questions to guide you through the task.
Workbook CSV: project plan for you to import into your tool of choice (Excel, Google Sheets, Notion, etc).