Download Your Resources
Choose the tools you need, click the title, and download the files. We hope you find these tools practical and useful!
Interview Question Suggestions
Asking questions in the interview process is a pivotal point of every interview. It is the time to learn about the company, show your research, and really understand if this company and role is a good fit for you.
Training Plan Template & Sample Plan
Build a training program for onboarding your new hires. This template provides an outline you can fill in with both your existing and desired training resources and provides a sample training plan you can use for reference.
3 and 4-Step Interview Process Examples
An easy guide to setting up either a 3-step or 4-step interview process that will help you find top performers quickly. Includes screening, interviews, and exercises with tips and tricks for maximizing your time.
Individual Contributor CSM Competencies
This document provides a sample list of competencies you can use to define the role of a CSM in your organization. Be sure to incorporate items that are specific to your organization as well, like domain-specific skills and technical expertise.
A list of Kristen’s favorite business books (including ours!) and her approach to building a creative book club that drives stronger team performance and ongoing learning across your CS program.
The following competencies outline the expectations of a Customer Success Manager. They provide guidance on the skills and behaviors that drive impact for customers, teams, and the business.
Job Description Templates for CS Roles
Seven templates for individual contributor through leadership Customer Success roles, along with suggestions for benefits and perks. Use these as a foundation for building your own, tailored job descriptions.
Customer Success Glossary of Terms
Ever wonder what a specific term or acronym means in a customer success setting? This glossary of recruiting and customer success terms provides a comprehensive overview of the language of our field.