Boost Accountability with

Mutual Action Plans - MAPs

Mutual Action Plans (MAPs) are collaborative tools to navigate prospect and client journeys in step with your teams.

They include due dates, responsible parties, and descriptions of each step to keep everyone in line. 

Free MAP Templates

Grow Together with

Quarterly Business Reviews - QBRs

Quarterly Business Reviews (QBRs) are a staple of most CS Teams.

Give a comprehensive overview of your clients' success in the past quarter, while making room for open and honest communication about things that aren't going as well.

Free QBR Templates

Onboard Clients Successfully with

Client Onboarding Checklists

These checklists are used to create consistency and accountability in the client onboarding process.

Ensuring a positive experience is crucial for incoming clients. Effective and measurable communication and collaboration is the key to ensure a clear path to success. 

Free Checklist Templates

Optimize Renewal Process with

Client Renewal Checklists

These checklists are used to optimize your process, engagement, automation, and visibility to ensure successful renewals.

Every renewal requires reflection and an opportunity for continued value. Increase visibility and accountability while reducing confusion to unlock healthy conversations and new potential.

Free Checklist Templates

Be Proactive with

Customer Touchpoints

CS Teams need to be proactive in their approach with clients, so just talking to them when something is wrong or during renewal time is simply not enough. Regular check ins with your clients can help to show your value and encourage more usage of your product, and if you do it right, they can all be automated and not require much of your CSMs valuable time. 

Free Touchpoint Templates

Drive Momentum with

Meeting Recaps

Meeting Recaps are a simple but effective tool for all Client Success team members.

Confirm what was discussed in the meeting, assign next steps, and create a clear plan of action.

Free Recap Templates