CS Leadership Outreach Plan

Use your first 120 days as a new CS leader to meet your most important customers and hear the truth while they'll still tell it to you.

When you're new to a CS leadership role, customers will give you access and candor they won't give anyone else on your team, simply because you're new. That window closes fast. A few months in, you're part of the team they've been working with all along, and the honest version gets a lot harder to hear.

This kit turns that window into a program. The Word document walks you from mapping the right executive at every account and tiering your book, through aligning with your CSMs, ready-to-edit outreach emails and a three-touch follow-up, to the meeting itself: the prep checklist, a 30-minute agenda, the question bank and the renewal question with what to say after a yes, a maybe or a no. Then it shows you how to pull every conversation into one read on your book and an executive readout. The Excel workbook tracks every account, calculates tiers and follow-up dates, tallies the themes you're hearing and shows your pace against your monthly meeting target.

What's included

• CS Leadership Outreach Plan in Word and Excel, plus make-a-copy links for Google Docs and Google Sheets

• Program document with 12 sections: program goals and monthly target, 120-day timeline, stakeholder map, account tiers, internal alignment with CSMs, tone by account health, outreach emails, meeting prep, meeting agenda and question bank, post-meeting actions, post-program synthesis and executive readout

• Outreach workbook with 5 tabs: Start here, Accounts (tiers and follow-up dates by formula), Themes, Dashboard and Settings

• A step-by-step PDF guide with a worked example, how to run the program week by week, the mistakes to avoid and a Steal This outreach program readiness check

Who it's for

New CS leaders in their first 90 to 120 days, and experienced leaders taking over a new segment or book who want a repeatable way to get in front of their most important customers.

How it works

Digital download. Your files are ready right after checkout. Open the Word and Excel files, or use the links included with your download to make your own copies in Google Docs and Google Sheets. No physical item will be shipped.

Bundle and save

This template is part of the New CS Leader Bundle: 8 templates for $79, about half the price of buying them one at a time. Want everything? The Complete Architect Collection has every template in the collection for $299.