Consolidated playbooks & templates for Customer Success

Harish Maiya
Harish Maiya Member Posts: 12 Thought Leader
edited October 2021 in CS Technology

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

  • Laurie Barlev
    Laurie Barlev Member Posts: 15 Thought Leader
    5 Comments Second Anniversary Photogenic Name Dropper
    edited October 2021
    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!

    Laurie Barlev

    Founder, Barlev Success

    www.linkedin.com/in/lauriebarlev

    laurie@stanfordalumni.org

  • Ola Ogungbemile
    Ola Ogungbemile Member Posts: 3 Seeker
    edited October 2021
    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
  • Jeff Heckler
    Jeff Heckler Member, CS Leader Posts: 80 Expert
    Third Anniversary 10 Comments Photogenic Office Hours Host 2022
    edited October 2021
    Nice contribution, Harish!
  • Harish Maiya
    Harish Maiya Member Posts: 12 Thought Leader
    edited October 2021

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

    Links should be pointing at right docs.

  • Mike Arnone
    Mike Arnone Member Posts: 8 Contributor
    Third Anniversary Photogenic
    edited October 2021
    Harish, as someone in the process of building more centralized playbooks, I cannot thank you enough! ???? 

    GGR is the best.
  • Harish Maiya
    Harish Maiya Member Posts: 12 Thought Leader
    edited October 2021
    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
  • Harish Maiya
    Harish Maiya Member Posts: 12 Thought Leader
    edited October 2021
    Thank you @Jeff Heckler @Mike Arnone !
    hope this is helpful to community.
  • Ola Ogungbemile
    Ola Ogungbemile Member Posts: 3 Seeker
    edited October 2021
    Sounds good, Harish. Let me know how I can support you.

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