Just got off of a productive mini GGR Office hours lead by @Daryl Colborne with other great participants, about building a CS team from the ground up. One of the tips that I gave was to start building a customer journey built of specific playbooks.
My templates are built out of the following steps:
- Stage
- Trigger
- Purpose
- Process
- Deliverables
Here is one for a QBR (took out the specific tasks and directions, I hope the generic version makes sense). How do you set up your playbooks?
