Looking for Examples/Templates of CS Team Playbooks, Engagement Model documentation, and Accountabil

Hi Shari,

We're actually piloting  success plans as well right now. Would you mind sending to myself also?

Hi All, 

I just saw this thread and wish I saw it sooner. I am in a similar position and would love to know what came out of the discussion or any templates and sample documents that were shared. 

-Monica

Me too! gautam@fortressiq.com

Thanks a ton!

Will do!  I'll get it to you over the next couple days.

Hi @Shari Srebnick, I would love if you sent my way as well: daryl.colborne@zerto.com

Thank you so much!

Thanks @Shari Srebnick 

pandurkar@oxortis.com

Sure!  Provide your email address and I'll send it over

Hi @Shari Srebnick 

just joined. Was searching for templates too when I saw your post. Would you mind mailing it to me too? thanks 

@Jeff Breunsbach @Gautam Sawhney 

Template:

Example Customer Lifecycle to Expansion

• Created in Draw.io, but inspired by Instapage's lifecycle.

This was used: 

1. As an initial creation of a customer lifecycle to orient teams towards customer success and expansion. It linked to different documentation and templates.
   1. This doesn't incorporate traditional customer journey principles.
   2. This was before we had our CRM built, Project Management tool, and endless number of Google Sheets built out.
   3. Use Case: I'm just beginning to create a process at my company and product is about to or recently just launched. 
2. As a starting ground for something more in-depth, replaced with software and a more detailed process, and helped guide our playbook creation.
3. As a visualization for cross-collaboration to ensure teams were oriented on who does what for our customers.

Happy to answer any questions.

Will get on it this week and try to have something to post next week due to 7/4 @Jeff Breunsbach and @Gautam Sawhney . Thanks for the suggestion as it's great to share progress and get feedback, and too often I'm guilty of working internally and reinventing the wheel. 

Would love to get a peak as well if you are open to sharing!

I'd love if you could share scrubbed deliverables. Looking to highlight some of those tools if possible. 

@Jeff Breunsbach 

I've spent the past 2.5 years building Customer Success for two different product lines for robotics hardware and software that rolls into a Robot as a Service offering. Happy to join a conversation and share anything since I missed Wednesday's call. 

Template wise...I could scrub something and share it to the group here. 

sent it to you in in LinkedIn!

Sure thing, @Effie Mansdorf ! Please provide your email address so we can get you added.

Hey @Daryl Colborne I'd love to join - can you send me an invite too?

Sure!  Send me your email and I'll get it to you today

@Shari Srebnick Do you mind sending it my way as well?

Hi Petra, Absolutely!  Shoot me your email and I will send over.

Consider it done, Jeff. We are going to meet Wednesday at 4pm EST! I’ll be sending out an invite at some point today. Looking forward to getting us together!

This is absolutely great, love all of this connection.  I'd love to join as well - I think we can bring a unique perspective to the conversation. @Ronald Krisak @Daryl Colborne @Gabriel Fallas @Petra Makaremi 

My one ask is that as you create and update - please share back to this community (and this thread!). Our goal since starting this is to promote "Learning in Public".  

Thanks to you all!