Consolidated playbooks & templates for Customer Success
Harish Maiya
Member Posts: 12 Contributor

Dear CS folks,
Grateful for the GGR community, found many useful contents to refer to on varied topics of customer success.One issue I faced frequently is searching through the threads and finding file attachments. Also different versions of contents, last updates and sorted relevance.
So, I tried to compile these contents and playbooks into a single location, organized by categories, formats. Inputs from our own authors, Alex, Maranda, Jung, Erika and more are put in this page.
https://bloom.realpal.io/playbooks
Feel free to take a look. Let me know of thoughts to make it more user friendly.
CheersHarish
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Comments
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Harish,
Thank you very much. These tools are incredible, and I look forward to mining them!
One thing -- I think some of the links are off. When I click on Customer Success Metrics (2nd row far right), the success plan (by Ramya) above it opens....Same thing happens with the item just under Customer Success Metrics.
Thanks again!0 -
Hi Harish,
Thanks for putting this together. This is incredibly helpful.
I notice there are 'scale' and 'high touch' tabs with associated links on the left. How are those supposed to work?
Best,
Ola0 -
Nice contribution, Harish!0
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Thank you for noting it, Laurie. I've fixed the links now.
Links should be pointing at right docs.
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Harish, as someone in the process of building more centralized playbooks, I cannot thank you enough! ????
GGR is the best.0 -
Hi Ola,
I'm in process of elaborating steps of CSMs in different customer stages. So far I have scale -> activate stage written up.
I can keep you updated as I add in more contents.
Thank you
Harish0 -
0
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Sounds good, Harish. Let me know how I can support you.0
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