Playbook

Playbook Examples

PhilCollins 607 views 7 comments 6 points Most recent by Warwick Brown October 2022CS Conversations
Playbook Templates

Amanda Watson 128 views 3 comments 0 points Most recent by Erika Villarreal September 2021CS Org Conversations
Red Accounts Playbook

Leah Katherine Hill 25 views 43 comments 0 points Most recent by Erika Villarreal January 2021Customer Journey
Appropriate level of touch for top tier

Wendy Johnson 13 views 14 comments 0 points Most recent by Wendy Johnson September 2020CS Org Conversations
Playbooks segmentation

Angela Guedes 13 views 3 comments 0 points Most recent by Russell Bourne September 2020Customer Journey
Churn playbook for Loss of Champion/Ghosted

Markus Siebeneick 3 views 4 comments 0 points Most recent by Chad Horenfeldt September 2020CS Org Conversations
Insights on lead qualification by CSMs

Effie Mansdorf 25 views 1 comment 0 points Most recent by Ed Powers July 2020CS Org Conversations
Adoption playbook

Manan Joshi 24 views 6 comments 0 points Most recent by Manan Joshi July 2020CS Org Conversations
Supporting SAAS free trials

Mollie Luckhurst 4 views 16 comments 0 points Most recent by Thomas Fortier July 2020Customer Journey
Has anyone built a playbook for driving customer retention after a data breach situation?

Jay Nathan 4 views 2 comments 0 points Most recent by David Ellin July 2020CS Org Conversations
What does your playbook template look like?

Effie Mansdorf 14 views 6 comments 0 points Most recent by Tammy Krieger June 2020CS Org Conversations
What does your playbook template look like?

System 3 views 0 comments 2 points Most recent by System June 2020CS Org Conversations
Building a CS Team from Scratch

Gabriel Fallas 3 views 29 comments 0 points Most recent by Walter Zepeda June 2020CS Org Conversations

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May 2 CS Leadership Office Hours
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May 16 CS Leadership Office Hours
Join us on Thursday at 1pm ET, May 16, 2024 This series is meant for those in Customer Success Leadership positions who are building and scaling at programs at their companies. Whether you have done this before or find yourself in a new position - we all have something to learn from each other. This series is meant for…
May 30 CS Leadership Office Hours
Join us on Thursday at 1pm ET, May 30, 2024 This series is meant for those in Customer Success Leadership positions who are building and scaling at programs at their companies. Whether you have done this before or find yourself in a new position - we all have something to learn from each other. This series is meant for…
June 13 CS Leadership Office Hours
Join us on Thursday at 1pm ET, June 13, 2024 This series is meant for those in Customer Success Leadership positions who are building and scaling at programs at their companies. Whether you have done this before or find yourself in a new position - we all have something to learn from each other. This series is meant for…
June 27 CS Leadership Office Hours
Join us on Thursday at 1pm ET, June 27, 2024 This series is meant for those in Customer Success Leadership positions who are building and scaling at programs at their companies. Whether you have done this before or find yourself in a new position - we all have something to learn from each other. This series is meant for…

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