Workbook for Building Your Customer Success Program (Preview)
This Workbook Preview has the first two sections of our workbook to to build out your Customer Success program. The Essentials phase is fully covered which includes Building Bedrock and Standard Success Outcomes.
More details:
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.
Contents:
Workbook Preview PDF: in depth explanation of each phase, section, and task with templates and questions to guide you through the task.
Workbook Preview CSV: project plan for you to import into your tool of choice (Excel, Google Sheets, Notion, etc).
This Workbook Preview has the first two sections of our workbook to to build out your Customer Success program. The Essentials phase is fully covered which includes Building Bedrock and Standard Success Outcomes.
More details:
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.
Contents:
Workbook Preview PDF: in depth explanation of each phase, section, and task with templates and questions to guide you through the task.
Workbook Preview CSV: project plan for you to import into your tool of choice (Excel, Google Sheets, Notion, etc).
This Workbook Preview has the first two sections of our workbook to to build out your Customer Success program. The Essentials phase is fully covered which includes Building Bedrock and Standard Success Outcomes.
More details:
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.
Contents:
Workbook Preview PDF: in depth explanation of each phase, section, and task with templates and questions to guide you through the task.
Workbook Preview CSV: project plan for you to import into your tool of choice (Excel, Google Sheets, Notion, etc).