Customer Success Quickstart Toolkit

CustomerXSuccess is a Customer Experience Consulting Firm. We specialize in fractional work for startups, training for CS teams, writing and more. This CS Quickstart toolkit was designed with our founder's experience in mind - she launched her first CS team from the ground up and you can too!

All the tools you will ever need to launch your CS team are here. We are excited to share our CS Quickstart Toolkit. It's a fraction of the cost you will spend to develop this, and takes a fraction of the time to create with a simple download. This would normally cost you many hours of time!

It includes:

• CS Metrics Worksheet (Excel)
• CS Success Plans Worksheet (Excel)
• CS Transition deck (PPT)
• CS Biz Review (PPT)
• Health Score Sheet (Excel)
• Exit interviews (Doc)
• Customer data sheets/Account plans (Doc)
• Retention plan (PPT)
• Sales to Success handoff (Doc)
• CS Playbooks - in process (Workflows)
  • Admin change
  • Onboarding
  • Transition to CS
  • First 90 days
  • First year