BUNDLE: The Ultimate All-In-One CS Kit

Your All-in-One Toolkit to Build, Manage & Optimize Customer Success

Struggling to scale Customer Success?

Tired of reinventing the wheel for every process?

The Ultimate CS Template Bundle gives you instant access to all 17 of my battle-tested templates—designed to help you streamline, standardize, and supercharge your CS strategy.

Build rock-solid processes from onboarding to renewals
Manage customer relationships with confidence and efficiency
Optimize your workflows to drive retention and expansion

What’s Inside?

1. Sales to CS Handoff – Seamlessly transition customers from sales to CS
2. Renewal Discussion Template – Drive strategic renewal conversations that retain and expand revenue
3. Playbook Repository – A centralized framework for all your CS processes
4. Partnership Kickoff Deck – Set the tone for a strong customer partnership from day one
5. Success Plan Template – Align on measurable outcomes and key milestones
6. CSM QBR Template – Conduct impactful quarterly business reviews
7. Business Review Template – Guide meaningful conversations with key stakeholders
8. Board Deck Template – Communicate CS impact effectively to executives and board members
9. Account Transition Template – Ensure smooth transitions when accounts change hands
10. Account Plan Template – Build a strategic roadmap for account growth and retention
11. Post-Mortem Template – Learn from account losses and improve future engagements
12. CSM 30-60-90 Day Plan – Set new CSMs up for success in their first 90 days
13. Customer Success RACI Matrix – Clearly define roles and responsibilities in CS
14. CS Leader 30-60-90 Day Plan – Help CS leaders hit the ground running with a structured plan
15. CSM Interview Process Guide – Standardize and optimize your CSM hiring process
16. CSM Interview Assignment – Evaluate candidates with a structured, real-world assignment
17. New Manager 1:1 Template – Foster strong leadership with structured check-ins

Why waste time starting from scratch? Get the plug-and-play templates used by top CS teams and start driving impact today.

Get the Ultimate CS Template Bundle now and take your Customer Success game to the next level!