Dive into teamwork with templates

Going on vacation? Don't sweat it! Our nifty time off handover template keeps your team in the loop and projects running smoothly. It's like a well-organized high-five between you and your colleagues. Jot down your ongoing tasks, share those nuggets of wisdom, and delegate like a pro. With this template, you'll be sipping cocktails on the beach (or binge-watching your favorite show) knowing your work is in good hands. It's the perfect way to disconnect without dropping the ball. Happy handover, happy holiday!

Congratulations on your new role as a Customer Success Manager! This 90-day plan template will guide you through onboarding, building customer relationships, and implementing quick wins. By the third month, you'll align your goals with company objectives and set strategic plans for the future, ensuring a strong start and lasting impact in your new position.

Introducing the Voice of the Customer template! This resource is designed to help you capture and organize feedback from customer interactions on a recurrent basis. Use it to document insights from one-on-one conversations, track market conditions, manage feature requests, and review feedback on recent releases. This template ensures that customer voices are heard and aligned with our vision, driving meaningful improvements.

The Monthly NRR Reporting Template is your essential tool for tracking key Customer Success metrics and assessing progress towards your goals. This template provides a comprehensive overview of your monthly retention rate, upsells, downgrades, and churn, complete with key insights and actionable learnings. Use it to identify trends, evaluate performance, and plan strategic actions to enhance customer retention and drive business growth.

The Office Hours Planning Template is your essential guide for organizing monthly online events with customers, leads, and enthusiasts. Use this template to structure engaging sessions where you can showcase new features, discuss upcoming developments, and dive deep into product challenges. Enhance interaction by gathering feedback and providing additional resources, ensuring a valuable experience for all participants. Join our community to keep the conversation going!

The Performance Review Template is designed to streamline your employee evaluation process, providing a comprehensive framework for self-reviews, peer feedback, and manager assessments. This template guides you through each step, from gathering accomplishments and identifying development areas to setting future goals. It ensures that performance reviews are thorough, constructive, and aligned with organizational objectives, fostering professional growth and team success.

The Sales-to-Success Handover Template is designed to facilitate smooth transitions from sales to customer success, ensuring happy customer relationships from the start. This template helps your team capture crucial information from the sales process, such as customer motivations, key contacts, and potential roadblocks. It provides a structured approach to onboarding, updating CRM accounts, and scheduling handoff meetings, ensuring that your customer-facing team is fully equipped to build and nurture strong customer relationships.

The Sales Competitor Battle Card Template is designed to equip your team with essential insights into competitors, enhancing your strategic positioning in the market. This template allows you to compile detailed competitor profiles, including their business type, reputation, target audience, and value propositions. By understanding common objections and developing strategic responses, your team can effectively address competitive challenges. Use this template to identify areas where competitors excel, overlap, or should be avoided, providing your team with the tactical knowledge needed to outmaneuver competitors and win more deals.

The Customer Product Feedback Template is designed to systematically collect and document customer feedback on our products. This template helps us gain a deeper understanding of customer experiences, identify areas for improvement, and prioritize product development efforts. By capturing detailed feedback, use cases, and customer suggestions, we can enhance our products to better meet customer needs and expectations, ultimately driving satisfaction and loyalty.

The Discount & Promotion Guidelines Template is designed to equip support teams with clear, consistent policies for offering discounts and promotions during customer interactions. This comprehensive guide helps support representatives make informed decisions about when and how to apply discounts, ensuring fair treatment of customers while maintaining profitability. Use this template to standardize your team's approach to pricing discussions, reduce escalations, and enhance customer satisfaction.

The Escalation Guidelines Template offers support teams a structured approach to managing complex customer issues. It outlines clear escalation processes, defines escalation levels, and establishes communication protocols. This template helps teams resolve issues efficiently, reduce response times, and enhance customer satisfaction while minimizing team stress.

The Feature Overview Template provides support teams with a structured format to document and understand product features. It includes sections for feature descriptions, use cases, limitations, and common troubleshooting tips. By using this template, support teams can quickly access accurate information, provide better assistance to customers, and stay updated on product capabilities.

Streamline your communication with our essential business memo template. Enhance clarity and effectiveness in your messaging.