Free Resources for Customer Success Managers

Leverage these free resources to improve your Customer Success processes.

Success Plan Canvas

Free Tools

Success Plan Canvas

Success Plan Canvas

Set up your best-practice Success Plan for every new customer.

QBR Canvas

QBR Canvas

Hold more effective and successful Business Reviews (QBRs).

Introduction to Customer Success

Free Online Training

A 30 minute introduction course to the fundamentals of Customer Success.

The 17 Types of Churn

Free Customer Success eBook

How do you keep your customers happy in times of crisis? It all starts with understanding why they leave you! In this eBook, you’ll find:

  • Symptoms for each type of churn
  • Countermeasures
  • Prevention Measures
  • Expert tips