Customer Success Teams Toolkit

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Help to accelerate deal cycles to close by partnering with your Account Executives and Customer Success Teams in quoting and contract generation in an effort to provide the Client with the appropriate package while maximizing revenue.

More Uses of the Customer Success Teams Toolkit:

  • Coordinate and align service strategy with you and International Customer Success Teams across Small Business and Self Employed Group.

  • Provide training resources for sales and Customer Success Teams.

  • Be accountable for leading, expanding, and mentoring the Customer Success Teams by setting the strategy and prioritizing objectives; hiring, training, and developing a team.

  • Coordinate and support sales and Customer Success Teams completing renewals to ensure Customer Satisfaction.

  • Supervise: present honest evaluations of the successes and shortcomings of the security and Customer Success Teams via verifiable metrics.

  • Take extreme ownership in developing high performing Enterprise Customer Success Teams and successfully manage the daily, weekly, monthly and quarterly production.

  • Ensure you relay; lead Development and Customer Success Teams to improve your overall stability and speed to production.

  • Head: work closely with Product Management, sales engineering and Customer Success Teams to deliver on Customer Requirements.

  • Manage work with sales and Customer Success Teams to assess why your organization is winning and losing in the market, and drive changes to product and processes to create improvement.

  • Be accountable for working closely with the product, sales and Customer Success Teams on product launches.

  • Steer: partner with your sales and Customer Success Teams to manage customers satisfaction and ensure it is positive.

  • Be accountable for partnering with sales and Customer Success Teams to close business and ensure customers understand your security posture.

  • Ensure you partner and collaborate with product and Customer Success Teams to understand customer problems and discover solutions in your data.

  • Provide Professional Services to the Business Development and Customer Success Teams.

  • Formulate: track, manage and ensure that the enterprise Customer Success Teams are delivering value, results and outcomes that align to customer objectives.

  • Oversee: surface and prioritize community feedback with the product, marketing, and Customer Success Teams.

  • Coordinate: partner with your sales, marketing, and Customer Success Teams to determine product priorities based on Market Research, prospect, and Customer Feedback.

  • Ensure you discover Business Requirements, analyze Process Flows, prepare specification documents, configure and demonstrate solutions and support the Sales and Customer Success Teams.

  • Be accountable for working cross functionally with Drifts Sales, Marketing, Product, Partner and Customer Success Teams to fine tune, operate, and scale your Alliances engine.

  • Methodize: partner with other support and Customer Success Teams to ensure effective cross functional Knowledge Management.

  • Control: work closely with your Product Management and Customer Success Teams.

  • Identify: work closely with analytics, Data Scientist and Customer Success Teams to collect various metrics to triangulate research data, uncover insights and inform service and design solutions.

  • Be accountable for interfacing with your channel partners, engineering, product and Customer Success Teams to build solutions that actually solve your customers problems.

  • Collect and synthesize client feedback for your engineering and Customer Success Teams.

  • Collaborate with Quality Assurance and Customer Success Teams to address any usability or technical issues with your web interfaces.

  • Engage and support sales and Customer Success Teams on pricing tests.

  • Communicate objectives for the Security and Customer Success Teams.

  • Manage: partner closely with RevOps, sales, account managers and Customer Success Teams to identify target accounts for expansion.

  • Update onboarding and Customer Success Teams on current status of projects and identify roadblocks.


Save time, empower your teams and effectively upgrade your processes with access to this practical Customer Success Teams Toolkit and guide. Address common challenges with best-practice templates, step-by-step Work Plans and maturity diagnostics for any Customer Success Teams related project.

Download the Toolkit and in Three Steps you will be guided from idea to implementation results.

The Toolkit contains the following practical and powerful enablers with new and updated Customer Success Teams specific requirements:

STEP 1: Get your bearings

Start with...

  • The latest quick edition of the Customer Success Teams Self Assessment book in PDF containing 49 requirements to perform a quickscan, get an overview and share with stakeholders.

Organized in a Data Driven improvement cycle RDMAICS (Recognize, Define, Measure, Analyze, Improve, Control and Sustain), check the…

  • Example pre-filled Self-Assessment Excel Dashboard to get familiar with results generation

Then find your goals...

STEP 2: Set concrete goals, tasks, dates and numbers you can track

Featuring 999 new and updated case-based questions, organized into seven core areas of Process Design, this Self-Assessment will help you identify areas in which Customer Success Teams improvements can be made.

Examples; 10 of the 999 standard requirements:

  1. How is data used for Program Management and improvement?

  2. What systems/processes must you excel at?

  3. Will it solve real problems?

  4. Do you have a flow diagram of what happens?

  5. How does Cost-to-Serve Analysis help?

  6. When you map the key players in your own work and the types/domains of relationships with them, which relationships do you find easy and which challenging, and why?

  7. What are the processes for audit reporting and management?

  8. How important is Customer Success Teams to the user organizations mission?

  9. How much contingency will be available in the budget?

  10. How do you verify your resources?

Complete the self assessment, on your own or with a team in a workshop setting. Use the workbook together with the self assessment requirements spreadsheet:

  • The workbook is the latest in-depth complete edition of the Customer Success Teams book in PDF containing 994 requirements, which criteria correspond to the criteria in...

Your Customer Success Teams self-assessment dashboard which gives you your dynamically prioritized projects-ready tool and shows your organization exactly what to do next:

  • The Self-Assessment Excel Dashboard; with the Customer Success Teams Self-Assessment and Scorecard you will develop a clear picture of which Customer Success Teams areas need attention, which requirements you should focus on and who will be responsible for them:

    • Shows your organization instant insight in areas for improvement: Auto generates reports, radar chart for maturity assessment, insights per process and participant and bespoke, ready to use, RACI Matrix
    • Gives you a professional Dashboard to guide and perform a thorough Customer Success Teams Self-Assessment
    • Is secure: Ensures offline Data Protection of your Self-Assessment results
    • Dynamically prioritized projects-ready RACI Matrix shows your organization exactly what to do next:


STEP 3: Implement, Track, follow up and revise strategy

The outcomes of STEP 2, the self assessment, are the inputs for STEP 3; Start and manage Customer Success TeaMs Projects with the 62 implementation resources:

Examples; 10 of the check box criteria:

  1. Cost Management Plan: Eac -estimate at completion, what is the total job expected to cost?

  2. Activity Cost Estimates: In which phase of the Acquisition Process cycle does source qualifications reside?

  3. Project Scope Statement: Will all Customer Success TeaMs Project issues be unconditionally tracked through the Issue Resolution process?

  4. Closing Process Group: Did the Customer Success TeaMs Project team have enough people to execute the Customer Success TeaMs Project plan?

  5. Source Selection Criteria: What are the guidelines regarding award without considerations?

  6. Scope Management Plan: Are Corrective Actions taken when actual results are substantially different from detailed Customer Success TeaMs Project plan (variances)?

  7. Initiating Process Group: During which stage of Risk planning are risks prioritized based on probability and impact?

  8. Cost Management Plan: Is your organization certified as a supplier, wholesaler, regular dealer, or manufacturer of corresponding products/supplies?

  9. Procurement Audit: Was a formal review of tenders received undertaken?

  10. Activity Cost Estimates: What procedures are put in place regarding bidding and cost comparisons, if any?

Step-by-step and complete Customer Success Teams Project Management Forms and Templates including check box criteria and templates.

1.0 Initiating Process Group:

2.0 Planning Process Group:

3.0 Executing Process Group:

  • 3.1 Team Member Status Report
  • 3.2 Change Request
  • 3.3 Change Log
  • 3.4 Decision Log
  • 3.5 Quality Audit
  • 3.6 Team Directory
  • 3.7 Team Operating Agreement
  • 3.8 Team Performance Assessment
  • 3.9 Team Member Performance Assessment
  • 3.10 Issue Log

4.0 Monitoring and Controlling Process Group:

  • 4.1 Customer Success TeaMs Project Performance Report
  • 4.2 Variance Analysis
  • 4.3 Earned Value Status
  • 4.4 Risk Audit
  • 4.5 Contractor Status Report
  • 4.6 Formal Acceptance

5.0 Closing Process Group:



With this Three Step process you will have all the tools you need for any Customer Success TeaMs Project with this in-depth Customer Success Teams Toolkit.

In using the Toolkit you will be better able to:

  • Diagnose Customer Success TeaMs Projects, initiatives, organizations, businesses and processes using accepted diagnostic standards and practices
  • Implement evidence-based best practice strategies aligned with overall goals
  • Integrate recent advances in Customer Success Teams and put Process Design strategies into practice according to best practice guidelines

Defining, designing, creating, and implementing a process to solve a business challenge or meet a business objective is the most valuable role; In EVERY company, organization and department.

Unless you are talking a one-time, single-use project within a business, there should be a process. Whether that process is managed and implemented by humans, AI, or a combination of the two, it needs to be designed by someone with a complex enough perspective to ask the right questions. Someone capable of asking the right questions and step back and say, 'What are we really trying to accomplish here? And is there a different way to look at it?'

This Toolkit empowers people to do just that - whether their title is entrepreneur, manager, consultant, (Vice-)President, CxO etc... - they are the people who rule the future. They are the person who asks the right questions to make Customer Success Teams investments work better.

This Customer Success Teams All-Inclusive Toolkit enables You to be that person.


Includes lifetime updates

Every self assessment comes with Lifetime Updates and Lifetime Free Updated Books. Lifetime Updates is an industry-first feature which allows you to receive verified self assessment updates, ensuring you always have the most accurate information at your fingertips.