All-In-One Template Bundle
$399.00
$299.00
Customer Success Template Bundle
All-in-One Kit for CS Teams
Stop reinventing the wheel. Build, scale, and run your Customer Success program with confidence using 21 battle-tested templates designed for real-world CS work. Whether you’re onboarding a new team, managing risk, running reviews, or driving growth, this bundle gives you the tools to execute with clarity, professionalism, and consistency.
What’s Included in the All-In-One Bundle
Customer Journey & Planning
Customer Journey Map
Success Plan
Account Plan
CS Playbooks
Meetings & Reviews
1:1 Meeting Agenda
Business Review Template
CSM QBR (Quarterly Business Review)
Renewal Discussion Template
Partnership Kickoff Meeting
Team & CS Ops
Sales to CS Handoff
Account Transition Plan
New Manager 1:1
1:1 Direct Report Meeting
CS RACI Model
Growth & Performance
CSM 30-60-90 Day Plan
CS Leader 30-60-90 Plan
MEDDPICC for Customer Success
CSM Evaluation Template
Hiring & Interviewing
CSM Hiring Assignment
CSM Interview Process
(Plus related interview frameworks and guides)
Why This Bundle Matters
Customer Success teams are expected to move fast — without missing strategic signal amid the operational noise. These templates were built from over a decade of frontline experience, empowering teams to:
Standardize planning and execution
Lead confident, value-focused conversations
Track goals, outcomes, and risks
Align internal teams and stakeholders
Save hours, days, and weeks of manual work
Use this bundle to turn chaos into structure, accelerate customer impact, and elevate your entire CS motion.
Who It’s For
✔ Customer Success Managers
✔ CS Leaders and Directors
✔ CS Ops and Enablement
✔ Growing SaaS Teams
✔ Anyone building or scaling CS frameworks
Format & Delivery
Instant digital access upon purchase
Ready to customize and plug into your workflows
Works with your existing tools and processes
Streamline your success playbooks, drive impact faster, and do your best work — without the busywork.
Quantity