Templates | Kristi Faltorusso

Customer Success Starter Kit

Customer Success Playbooks

Don't start from scratch, download this template with 20+ playbooks to help your team execute effectively.

Customer Journey RACI Model

Post-Mortem Template

Account Plan Template

Customer Success Leadership 30-60-90 Day Plan Template

The Ultimate CSM Interview Framework

Customer Success Manager Interview Assignment

New Leader Introductory 1:1 Meeting

Account Transition Template

Board Deck Template

Customer Success Manager QBR

Customer Success Plan

Business Review Template

Partnership Kickoff Meeting Template

Many vendors start their partnership with their customers by jumping right into Onboarding - they miss the opportunity to properly align with their customers on goals, expectations, roles & responsibilities and success criteria. This template allows you to frame the appropriate conversations to ensure everyone is on the same page moving forward.

Renewal Discussion Presentation

Manage the renewal process with your customers effectively by showcasing product value and innovation. Talk strategically about how they have been using your solution, the ROI and continued opportunities while aligning on the proposal and the renewal process. These presentation supports the right conversation for both parties.

Sales to CS Handoff

Customer Success Templates
to Jumpstart Your Efforts

Don't build your Customer Success program or team from scratch. Allow me to use my years of experience and expertise to help you drive business impact immediately. Browse through dozens of resources to get started.

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"I've done the work,
so you don't have to!"

Shop Templates

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Customer Success Templates to Jumpstart Your Efforts

"I've done the work, so you don't have to!"

Customer Success Templates
to Jumpstart Your Efforts

"I've done the work,
so you don't have to!"