New CS Leader Bundle

Land your new CS leadership role with a plan, the right questions and a way to track your wins.

Nobody's giving you a year to figure it out. A new CS leader gets judged on the first 90 days, and the work starts before you accept the offer.

This bundle walks with you from the interview to the seat: the questions to ask the company before you take the job, your 30-60-90 plan as a CS leader, the intro 1:1 with every person you inherit, a customer outreach plan for meeting your most important customers in your first 120 days, an accomplishment tracker for your wins and a leadership development plan for the leader you want to become.

What's included (8 templates, each with its own step-by-step PDF guide)

• CS Leader 30-60-90 Plan (PowerPoint): Show how you'll learn, assess and lead in your first 90 days, in the final-round interview and once you're in the seat.

• Questions CS Leaders Should Ask in the Interview (Excel): Interview the company before you take the CS leadership job, and make the decision based on what you heard.

• New Leader Intro 1:1 (Word): Listen first with every person on the team you inherit, and find out what nobody put in the handoff.

• Accomplishment Tracker (Excel): Write down your wins while they're fresh and walk into every review and promotion conversation with evidence.

• Leadership Development Plan (Word): Rate yourself honestly, pick the one or two things that matter most right now, and practice them where your team can see the difference.

• CS Leadership Outreach Plan (Word and Excel): 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.

• Six Box Executive Summary (PowerPoint): Tell your whole Customer Success story on one slide in five minutes, and end on the one thing you need from leadership.

• CS Vision, Mission and Charter (Word): Write down where Customer Success is going, how your team gets there every day and exactly what CS owns, so leadership and your team work from the same page.

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 leaders landing a new role or stepping up.

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.