Workflow automation is helpful - no doubt. However, it requires some preparation. You definitely don’t want to rush headfirst into zapier, make and the likes. Here’s what to do instead: map what you want to achieve, then build the actual automation.

There are dozens (if not hundreds) of success plan templates out there. The difference with mine? It successfully passed the test of time and helped both me as CSM and Head of CS.

Battle-tested playbooks to help you nail onboarding, drive product adoption up and secure renewals.

Your strategic roadmap to building stronger, more predictable customer relationships that drive retention and growth.