Strategy & Planning

Discussion List

• 
  What other CTA's do you track?

  jr56266 58 views 2 comments 1 point Most recent by Ed Powers September 8
• 
  How are Ya'll Scaling?!

  Quis94 82 views 4 comments 0 points Most recent by Steve Bernstein August 23
• 
  Pricing tiers based on COGS and support levels?

  PeterMF 73 views 5 comments 1 point Most recent by Lovlyn Andawey August 23
• 
  Stakeholder Mapping - Any hubspot apps or other digital tool recommendations?

  elkin 161 views 4 comments 0 points Most recent by Michelle Wideman March 20
• 
  T&M Billing

  Rutledge 71 views 3 comments 0 points Most recent by ianwelles March 10
• 
  Death by email

  Grudders 111 views 5 comments 0 points Most recent by Neha singh March 9
• 
  Land and Expand questions/tactics

  Anthony Gaspardi 121 views 4 comments 0 points Most recent by ashley_martin March 8
• 
  Any alternatives to a big and ugly Excel file during onboarding and setup of your solution?

  victor jousseaume 131 views 4 comments 0 points Most recent by ShawnRiedel February 22
• 
  Automation - Tech Touch Email Best Practices

  Wyatt Taylor 181 views 5 comments 10 points Most recent by Erika Villarreal February 2
• 
  Architecting an LMS - Trying to Build a 'One Size fits Many'

  kmulhalljr 51 views 2 comments 0 points Most recent by kmulhalljr February 2
• 
  Defining Cadence: Letting the Customer Decide

  kmulhalljr 101 views 4 comments 0 points Most recent by Marc Phillips January 25
• 
  Creating Strategic Account Plans

  Julia Weinstock 423 views 6 comments 0 points Most recent by amanda_cumbie January 12
• 
  growing my "strategic thinking" muscles in CS operations

  Doug Havlik 71 views 2 comments 1 point Most recent by Doug Havlik January 8
• 
  Emailing users vs buyers

  lucy_wct 31 views 1 comment 0 points Most recent by Natalie Challier January 6
• 
  Has anyone formalized a customer executive sponsorship program within their CS org?

  Effie Mansdorf 162 views 18 comments 1 point Most recent by dperenchio January 5
• 
  Customer and Internal Referral Program

  Ross Reitman 151 views 7 comments 0 points Most recent by Sanjeev December 2022
• 
  Churn Analysis

  maxweinerb 161 views 6 comments 1 point Most recent by Floor Anne Steevensz-Bakker December 2022
• 
  When clients are dark or "ghosting" vendors

  Bertil Weil 161 views 5 comments 0 points Most recent by Anna Alley November 2022
• 
  CS in Deal Reviews

  renurain1 81 views 3 comments 0 points Most recent by Brian O'Keeffe November 2022
• 
  Charging for Professional Services..building the model

  amccall 122 views 1 comment 0 points Most recent by REmery October 2022
• 
  POLL: Where should customer success live within a SaaS based company?

  Alejandro Sanchez 462 views 4 comments 2 points Most recent by Alejandro Sanchez September 2022
• 
  Product Demo Survey

  Bayron Toruno S. 61 views 2 comments 0 points Most recent by Bayron Toruno S. September 2022
• 
  Looking for Examples/Templates of CS Team Playbooks, Engagement Model documentation, and Accountabil

  Jeff Breunsbach 311 views 45 comments 0 points Most recent by Anna Alley August 2022
• 
  How to create an escalation process pathways document

  Francisco Oller Garcia 121 views 1 comment 0 points Most recent by Jeff Breunsbach August 2022
• 
  New name for account plans

  Julie Schifter 82 views 2 comments 5 points Most recent by Jeff Breunsbach August 2022
• 
  New role for me.

  Khooker 61 views 4 comments 5 points Most recent by donnamac July 2022
• 
  Best practices to track important future released

  Bayron Toruno S. 52 views 2 comments 0 points Most recent by Bayron Toruno S. July 2022
• 
  Premise to Cloud Migration Strategy

  Steve L McDougal 21 views 0 comments 0 points Started by Steve L McDougal June 2022
• 
  Renewal process managed by CSM

  Narjes Evennou 272 views 5 comments 0 points Most recent by Rick Saunders May 2022
• 
  How to effectively automate a one-to-many webinar process

  Brady James 71 views 3 comments 0 points Most recent by [Deleted User] May 2022