Hiring and Team Bundle

Hire the right CSMs, set them up to win and grow them into your next leaders.

Most hiring mistakes start before the first interview, with a role nobody defined and a process that changes for every candidate. Then the new hire starts, and nobody wrote down what good looks like.

This bundle covers the whole people cycle: a hiring prioritization model, a CSM role scorecard, a full interview kit with question bank and scorecard, a 30-60-90 plan for new CSMs, a 1:1 agenda, a performance and competency matrix, a career path framework and an account transition plan for when people move.

What's included (9 templates, each with its own step-by-step PDF guide)

• Account Transition Plan (PowerPoint): Change the CSM without losing the customer, with a real handoff and a plan for the first 90 days.

• CSM 30-60-90 Day Plan (Word): A clear path from new hire to owning the book in 90 days, built for new CSMs and the managers who onboard them.

• CSM Interview Kit (Word and Excel): Hire the right CSM with one process, one set of questions and one scorecard every interviewer uses.

• CSM Performance and Competency Matrix (Excel): Define what great looks like at every level, rate it from both sides and coach to the gaps.

• CS Career Path Framework (Word): Show your team exactly how to grow and get promoted, with every level, track and criterion in writing.

• 1:1 Meeting Agenda (Word): Turn your 1:1s from status updates into the half hour your team actually counts on.

• Hiring Prioritization Model (Excel): Make the case for your next hire with the workload, the trade-offs and the cost on one page.

• CSM Role Scorecard (Word): Define the job, measure it the same way for everyone, and give every CSM a clear picture of what great looks like at 30, 90 and 365 days.

• Org Design and Headcount Case (Word): Name the problem, map the work and check the math from both directions, so you walk into the headcount conversation with a decision your CEO can say yes to.

Every template comes as an editable Microsoft Office file plus a make-a-copy link for the Google version, and every guide includes a worked example and a Steal This check.

Who it's for

CS managers hiring, onboarding and growing CSMs.

How it works

Digital download. Your files are ready right after checkout. Each template has its own folder with the Office file and the guide, and the Google versions use the links included with your download. No physical item will be shipped.

Want everything?

The Complete Architect Collection has every template in the collection for $299.