Success Stack

The largest community-driven gallery of CS templates 

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Contributed by: Donna Weber & Noa Danon

Donna Weber and Noa Danon provide valuable insights for successfully implementing a hybrid Customer Success strategy in 2024. If you're in the midst of launching a digital program, these tips will ensure you start on the right track.

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Checklists
103

Contributed by: Guy Galon

Guy is a multi-disciplined Customer Success executive advisor with 22 years of experience. Guy is passionate about customer management and driving people (customers, direct reports, friends, and colleagues) to success. Guy is also a mentor, lecturer, and novelist.

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Processes & programs
8

Contributed by: Daphne Costa Lopes

Daphne is a regional Head of Customer Success for HubSpot. Over the last decade, she helped Start-ups, Scale-Ups and Fortune 500 businesses build and scale global customer success teams to service 150K+ customers and $1.5B+ ARR.

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Customer meetings
101

Contributed by: Dan Ennis

Dan Ennis is s seasoned CS professional with over a decade of experience working in the SaaS space with customers of all sizes as both a leader and individual contributor. He is passionate about leading teams and scaling out CS outcomes for customers

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Training activities
8

Contributed by: Shachar Avrahami

Shachar is the VP Product & Strategy at EverAfter. Shachar's elaborate background in product management & revenue operations spans from his work as Verbit's Director of Revenue Operations, to Head of Success Operations at Feedvisor.

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Checklists
101

Contributed by: Mark Speare

Mark is a customer-obsessed leader passionate about delivering value and driving innovation for customers. With over 5 years of experience in B2B and B2C SaaS startups, he excels in developing and implementing internal processes and tools to enhance team efficiency. Mark has led initiatives to analyze usage metrics, build customer health scores, and drive user adoption.

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Internal meetings
41

Contributed by: Seth Dovev

Seth Dovev is a Senior Director of Customer Success. He oversee Chili Piper's award winning Customer Success Organization, focusing on providing all of our customers the best experience and value using Chili Piper products and services 🌶

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Calculators
4

Contributed by: Aviel Sivan

Aviel is an experienced executive in Customer Success, Sales, and Business Development in the Saas, Big Data Analytics, and Cyber industries. He excels at leading teams to exceed Gross Churn and Net Retention targets, penetrating new markets, and driving growth through upsells and cross sells.

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Processes & programs
22

Contributed by: Shachar Avrahami

Shachar is the VP Product & Strategy at EverAfter. Shachar's elaborate background in product management & revenue operations spans from his work as Verbit's Director of Revenue Operations, to Head of Success Operations at Feedvisor.

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Checklists
2

Contributed by: Hila Yerushalmy

Hila Yerushalmy is an experienced success manger at Panorays with 8 years of leadership experience. She excels in understanding customer needs, driving strategic planning, and resolving issues. Hila's feedback programs have led to product improvements and increased customer loyalty.

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Email templates
25

Contributed by: Sumitra Narayanan

With 8+ years of experience in Customer Success, Solutions, and Technical Account Management, Sumitra is currently a Customer Success team manager at Braze, the industry-leading customer engagement platform. Prior to this, she built and led a stellar Customer Success Management team at LinearB, helping to propel the company from early-stage to growth-stage startup.

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Inspirational content
43

Contributed by: Or Guz

Or Guz has worked in the tech industry for 15 years in technology and business leadership roles. He gained experience creating and scaling Customer Success and various customer-facing organizations (pre and post-sales). As a seasoned VP of Customer Success, he is passionate about leading go-to-market strategies and serving as an advisor to companies and individuals.

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Checklists
20

Contributed by: Guy Rahamim

Guy Rahamim a Customer Success Manager with experience leading and motivating teams across EMEA, APAC, and LATAM. With a degree in Biomedical Sciences and an MBA, he has strong analytical and project management skills. He has worked in a tech B2B company with a SAAS product and enjoys discovering new places, meeting new people, and trying new foods. In his free time, he loves reading and is an animal lover.

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Processes & programs
16

Contributed by: Enrique Roth

Experienced Customer Success Manager with 7+ years of experience working with SaaS companies in different industries, passionate about improving the value and relationship between Company and Client, taking on challenges and to continuously learn and grow.

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Customer meetings
10

Contributed by: Yoni Amias

Yoni Amias is VP Global Customer Success at Singular. Responsible for Enterprise, Growth and SMB CS Teams (as well as CS Ops and Enablement), his department ensures Singular customers are satisfied with the product and service they receive. Example of Singular customers include: Airbnb, Nike, WB, Linkedin, Apple, Uber, Lyft, Microsoft and Amazon.

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Processes & programs
1

Contributed by: Delia Visan

Delia Visan has 14 years of experience in customer-facing roles. certified Customer Success Manager, career counselor and Trainer. Worked in industries such as: Healthcare, IT, On-demand, PropTech; for companies such as Oracle, Microsoft, Wipro, Glovo and Bright Spaces

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Processes & programs
3

Contributed by: Mohammed Alqaq

Mohammed Alqaq, founder of Customer Success Middle East with 17+ years of global leadership experience in customer success management and professional services. Skilled in revenue generation, client relationships, and leading successful global teams. A proven problem solver and customer advocate.

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Processes & programs
6

Contributed by: Guy Galon

Guy is a multi-disciplined Customer Success executive advisor with 22 years of experience. Guy is passionate about customer management and driving people (customers, direct reports, friends, and colleagues) to success. Guy is also a mentor, lecturer, and novelist.

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Training activities
7

Contributed by: Emilia D'Anzica

GrowthMolecule are from-the-field experts that will sharpen your customer success strategy, and then work alongside your team to bring it to life. The result is scale, sustainable growth, and profit for your business.

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Calculators
5

Contributed by: Stijn Smet

Stijn Smet, known as Stino, has been in Customer Success for over five years. His approach to his customers, team, and life in general is a combination of professionalism and personality. Aside from providing top-notch knowledge about the Real Housewives, he strives to be everyone's best cheerleader in life and at work

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Email templates
11

Contributed by: Dana Alvarenga

Dana Alvarenga has over 18 years experience in the technology industry within sales, sales training, management, customer education and success. At SlapFive she is the VP of Customer Experience and leads the Customer Success function, along with Education, VOC, and Advocacy.

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Processes & programs
12

Contributed by: Julie Fox

Julie Fox Senior Manager of Customer Success at FloQast, the leading provider of accounting workflow automation software built by accountants for accountants. Previously Julie was Manager of CS at Greenlight Guru and prior to her experience in tech, Julie held many leadership roles ranging from VP of Services and Director of Operations.

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Internal meetings
13

Contributed by: Boaz Gordon

Boaz Gordon is a tech industry veteran with 15+ years of experience. He leads Centrical's global Customer Experience team, which focuses on Customer Success Operations, Education, Solutions, enablement, and Support. Boaz also teaches at Ben Gurion University.

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Processes & programs
14

Contributed by: Raman Bindra

Raman Bindra is a results-driven professional, who has more than a decade of Customer Success and Account Management experience. He has vast experience of building processes from scratch to maintain long-lasting relationships with clients. A strong believer in being a Data Driven Customer Advocate and setting high standards for the Customer Delight Factor.

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Processes & programs
15

Contributed by: Dana Alvarenga

Dana Alvarenga has over 18 years experience in the technology industry within sales, sales training, management, customer education and success. At SlapFive she is the VP of Customer Experience and leads the Customer Success function, along with Education, VOC, and Advocacy.

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Processes & programs
21

Contributed by: Kaylyn Beverly

Kaylyn Beverly is a customer success professional with a passion for driving customer growth in the marketing and cybersecurity space. She started as a Customer Success Manager and quickly excelled in providing exceptional customer experiences. She then became a Digital Customer Success Manager, identifying customer needs and providing tailored solutions for success.

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Training activities
18

Contributed by: Marie Lunney

Marie Lunney is an award-winning customer success and operations leader with 8 years of experience in B2B SaaS, specializing in Digital Customer Success. Her innovative strategies and customer-centric approach have earned her accolades such as the "Best Use of Technology" award in Customer Success and the Customer Centricity World Series for Customer Success.

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Calculators
19

Contributed by: Anat Weissman

Anat Weissman has over two decades of multi-disciplinary experience in global companies, working with customers, partners and teams exceling in developing a customer-centric mindset throughout the organization. Have worked in both corporate and startup hyper-growth companies, in complex and multicultural environments. Her growth mindset is focused on customer growth and experience across the buyer's journey, have led and engaged cross-functional and matrix teams.

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Processes & programs
23

Contributed by: Matt Grimaud

Matt Grimaud is a new face in the CS world having come from an extensive hospitality background. For the greater part of 2 decades, he continuously expressed his passion for people managing various teams in high-profile establishments and servicing his clientele. Now, he has transitioned into the tech sector to put to use all his skills in this next chapter.

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Email templates
24

Contributed by: Mallika Arjun C

Mallika Arjun C is a Sales and Customer Success professional with experience in various industries. He excels in solving customer problems and has a proven track record of selling products globally. Currently an Account Manager (Customer Success) at 42Gears.

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Checklists
26

Contributed by: Stella Ikhnana

Stella brings 10 years of experience in educational growth, fostering relationships, and driving program engagement. Transitioning from the classroom to the corporate world, she now focuses on training teachers transitioning to tech. Stella actively engages in the tech community, participating in customer success-focused office hours and professional learning groups.

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Processes & programs
42

Contributed by: Anupriya Khemka

Anupriya is an experienced Customer Success Manager at Jio Haptik with over 7 years of experience in various industries, including ed-tech and policy impact evaluation. She is passionate about building data-driven customer success teams and cultivating strong client relationships.

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Processes & programs
44

Contributed by: Natalie (Tomashov) Andronov

Natalie Andronov is a CS Operations professional with over a decade of experience in Customer Relations, Customer Success, and Operations. With a background as both a CS leader and individual contributor, Natalie is dedicated to building and optimizing processes and implementing data-driven strategies.

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Internal meetings
45

Contributed by: Mariah Urueta

Mariah boasts 4+ years of B2B SaaS expertise and 3+ years in Program Management from the non-profit sector. As Gong's 3rd Scale CSM, she expertly combined empathy and data to create a self-serve experience for the scale segment, achieving 2-3 times faster time-to-value for customers while managing 160+ accounts. Continuing her journey as Product Manager at LeanData, she excelled as an Associate Product Manager, leading the launch of multiple roadmap level features and integration enhancements.

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Processes & programs
8
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