We have some processes in place but I want to transform them into more succinct playbooks. I would love to see some example playbooks that others have created. I know there is a lot I can learn from this community!
Thanks @tclarke !! This is very helpful!
@Mike Lee, @Rupal Nishar or @Jeremy Donaldson - any example templates you have?
I was about to tag @Kristi Faltorusso so nicely done @tclarke
Here is a template of some playbooks our CCO made. https://info.clientsuccess.com/hubfs/Templates/ClientSuccess%20Bootcamp%20Webinar_%20Sample%20Playbooks.pdf
Feel free to check out one of her webinars where she discusses how she designs her playbooks. https://www.clientsuccess.com/resources/webinars/customer-success-leadership-bootcamp-course-3/?submissionGuid=44149a81-9dad-42aa-9f2a-16da4943a7af
Enjoy!