Consolidated playbooks & templates for Customer Success

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.

Cheers

Harish

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Comments

Ola Ogungbemile

Sounds good, Harish. Let me know how I can support you.

Harish Maiya

Thank you @Jeff Heckler @Mike Arnone !
hope this is helpful to community.

Harish Maiya

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
Harish

Mike Arnone

Harish, as someone in the process of building more centralized playbooks, I cannot thank you enough! ????

GGR is the best.

Harish Maiya

Thank you for noting it, Laurie. I've fixed the links now.

Links should be pointing at right docs.

Jeff Heckler

Nice contribution, Harish!

Ola Ogungbemile

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,
Ola

Laurie Barlev

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!