Playbook Examples





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!
Comments
-
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!
16 -
I was about to tag @Kristi Faltorusso so nicely done @tclarke
0 -
@Mike Lee, @Rupal Nishar or @Jeremy Donaldson - any example templates you have?
0 -
Thanks @tclarke !! This is very helpful!
0 -
To make the examples even better think about bringing the customer into these processes. Where are they at in the journey, what can block loyalty, what could they be thinking etc. are good additions to internal process documentation. We get so focused on ourselves that a simple reminder to your team of what is relevant now when executing this play goes a long way in helping your team demonstrate empathy.6
-
@PhilCollins - take a look at this link, might provide some inspiration. Happy to share the plays w/in any you find relevant.
Thanks!
Jason7 -
I'm right in the middle of building a playbook in Notion. It's for key account management but you might still find some inspiration. I'm focused on jobs to be done (where they should be spending there time).
I did a preview of my playbook on LinkedIn which might give you some inspiration.
Below is a screenshot of the topics I'm covering. Might be some you want to include in your own.6
Categories
- All Categories
- 132 GGR Cafe
- 172 CS Conversations
- 960 CS Operations Conversations
- CS Org Conversations
- 205 CS Technology
- 648 Customer Journey
- 274 Digital CS (Engagement Programs)
- 32 Industry Insights
- 90 Metrics & Analytics
- 17 Value Realization
- 191 Strategy & Planning
- 15 Future Customer Success Professionals
- 7 Supporters of Gain Grow Retain
- 1 Gain Supporters
- 2 Higher Logic Vanilla
- 1 Totango
- 2 Grow Supporters
- 2 Catalyst
- 1 ChurnZero
- 4 Retain Supporters
- 1 Northpass
- Interested in Supporting Gain Grow Retain?
- Contact Us
- 17 Welcome to the Community
- 157 Job Board
- 173 Customer Success Leadership Community