Don't Waste Your Time Building from Scratch
Streamline Workflows, Drive Impact, and Achieve More with Ease.
From early-stage teams to established Customer Success organizations, I’ve helped professionals streamline their work, solve real challenges, and lead with confidence. Explore my collection of battle-tested templates designed to save you time, eliminate guesswork, and elevate your impact on customers and your business. Let these tools support your next win.
I've done the work, so you don't have to.
Customer Success Templates Designed for Real Work
Whether you’re building your first CS practice or scaling an existing one, the work gets messy fast. Too often, teams spend time reinventing the wheel instead of focusing on what moves the business forward. That’s why I built this collection of Customer Success Templates, to give you tools that actually work in real-world environments.
Why I Built These Resources
After 14+ years in Customer Success, I saw the same patterns over and over:
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Teams struggling to standardize how they plan, track, and communicate their work
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Leaders spending hours building processes that could’ve been templated
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Practitioners feel stuck because they don’t have frameworks to guide strategic conversations
So I started creating the tools I wished I had earlier in my career, templates that are practical, clear, and actionable, built from real usage, not theory.
Here, you’ll find ready-to-use resources that help you do your work better today, not someday.
As the Director of Customer Success at a rapidly growing software company, building a modern Customer Success function from the ground up is both exciting and daunting. With Customer Success still being a relatively new discipline in many organizations, the need for proven frameworks, structure, and repeatable processes is critical.
Kristi Faltorusso’s Customer Success templates have been an absolute game‑changer for our team. Her thoughtfully curated collection not only accelerated our ability to establish foundational CS programs—it elevated the quality of our work from day one. Each template is clear, strategic, and designed with real‑world Customer Success operations in mind.
I purchased the full set, and they have been invaluable in enabling my team to operate with consistency, clarity, and confidence. These resources saved countless hours of building materials from scratch and helped us create a scalable, professional, and customer‑focused experience across our portfolio.
Whether you're launching a new CS function—as we did—or leading a seasoned team looking to strengthen or standardize your approach, you will find tremendous value in Kristi’s templates. I can’t recommend them highly enough.
Jenny Anderson
Director of Customer Success & Sales
Entegral
Kind Words from our CS Leaders
Need Something You Don't See?
Don’t see exactly what you need? All of these templates were built by me over the years to help my teams move quickly, scale their efforts, and address needs across the entire customer journey. If there’s a tool, framework, or resource you’re missing, submit a request and tell me what you’re trying to solve. If it’s something teams would benefit from, I’ll build it and add it to the collection.
