Articles & Blog
Current insights, resources, inspiration, and ideas that will help take your Customer Success team to the next level.
Trusted by results-driven teams.
For teams ready to
[streamline] at scale.
HUMAN RESOURCES
Payroll
This template will help simplify your payroll process and maintain legal and tax compliance.
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HUMAN RESOURCES
Employee Offboarding
Ensure a smooth transition, maintain positive relationships, and preserve knowledge with this template.
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HUMAN RESOURCES
Employee Onboarding
Use this template to help new employees successfully integrate into your organization.
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SALES
CUSTOMER SUCCESS
Sales to CS Hand-off
Lay the foundation for a seamless transition and long-term Customer Success with this template.
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ACCOUNT MANAGEMENT
CUSTOMER SUCCESS
Cross-Sell
This template will help you quickly identify and close new contracts with existing clients.
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ACCOUNT MANAGEMENT
CUSTOMER SUCCESS
Renewal
Use this template to streamline the renewal process from Assessment to Closure.
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Standard processes, faster.
A leader in retail analytics achieved an 18% reduction in onboarding time by implementing Playbooks across multiple roles.
Smarter relationships are just a [click] away.
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