The Ultimate Customer Success Stack

Customer Success Managers will have everything they need to foster meaningful relationships, drive adoption, and mitigate churn effectively. This curated collection of templates, strategies, and best practices enables CSMs to streamline their workflows, improve customer engagement, and deliver exceptional results at every stage of the customer journey.

Name Category Type
Your Partner From Day One Onboarding Email
Your Roadmap to Success Onboarding Email
Off to a Winning Start Onboarding Email
Next Steps to Get Started Onboarding Email
Let’s Get You Set Up! Onboarding Email
Learn at Your Own Pace Onboarding Email
Master the Essentials Onboarding Email
Your Learning Adventure Starts Here! Onboarding Email
Training Starts Here Onboarding Email
Let’s Get You Up to Speed! Onboarding Email
Building Your Success Blueprint Onboarding Email
Your Implementation Plan, Simplified Onboarding Email
Kickstart Your Implementation Journey Onboarding Email
Step-by-Step Implementation Guide Onboarding Email
Let’s Bring Your Vision to Life Onboarding Email
Your Setup Partner Onboarding Email
Seamless Setup Steps Onboarding Email
Kickstart Your Account Setup Onboarding Email
Account Setup in 3 Steps Onboarding Email
Let’s Get You Set Up! Onboarding Email
Your Success Starter Kit Onboarding Email
Your Onboarding Toolkit Onboarding Email
Unlock Your Success Tools Onboarding Email
All the Resources You Need Onboarding Email
Your Go-To Resource Hub Onboarding Email
Your Playbook for Success Adoption and Enablement Email
Optimize Your Workflow with These Tips Adoption and Enablement Email
Boost Your Results with These Insights Adoption and Enablement Email
Actionable Tips for Your Team Adoption and Enablement Email
Pro Tips to Help You Succeed Adoption and Enablement Email
Discover the Power of [Feature Name] Adoption and Enablement Email
Mastering [Feature Name] Adoption and Enablement Email
See [Feature Name] in Action Adoption and Enablement Email
Feature Walkthrough: [Feature Name] Adoption and Enablement Email
Let’s Dive Into [Feature Name]! Adoption and Enablement Email
Inspiration for Your Success Adoption and Enablement Email
Proven Success Stories Adoption and Enablement Email
Ideas to Boost Your Results Adoption and Enablement Email
Use Cases You Can Apply Today Adoption and Enablement Email
See How Others Are Using It Adoption and Enablement Email
Let’s Review Your Progress Adoption and Enablement Email
Your Quarterly Check-In Adoption and Enablement Email
Celebrating Your Wins and Planning Ahead Adoption and Enablement Email
Check-In: How Are We Tracking? Adoption and Enablement Email
How’s It Going? Adoption and Enablement Email
Unlock the Full Potential of [Product/Service] Adoption and Enablement Email
Expand Your Toolkit Adoption and Enablement Email
Boost Your Results with [Underutilized Feature] Adoption and Enablement Email
Try This Feature Today Adoption and Enablement Email
Did You Know About This Feature? Adoption and Enablement Email
How Can I Help? Relationship Management Email
Focused on Your Success Relationship Management Email
Celebrating Progress and Planning Ahead Relationship Management Email
Quick Check-In: How’s It Going? Relationship Management Email
What’s New with You? Relationship Management Email
Let’s Review and Refocus Relationship Management Email
Your QBR Is Coming Up Relationship Management Email
Celebrate Wins and Plan for More Relationship Management Email
Your Quarterly Review in 3 Steps Relationship Management Email
Let’s Catch Up and Plan Ahead Relationship Management Email
Cheers to Your Success! Relationship Management Email
Celebrating a Major Milestone Relationship Management Email
A Huge Win Worth Celebrating! Relationship Management Email
Milestone Achieved—Next Steps Relationship Management Email
You Did It! Relationship Management Email
We Value Your Input Relationship Management Email
Your Feedback Is Driving Change Relationship Management Email
Thanks for Helping Us Improve! Relationship Management Email
Feedback Received—Here’s What’s Next Relationship Management Email
You Spoke, We Acted! Relationship Management Email
Here to Support Your Success Relationship Management Email
Your Strategic Partner Relationship Management Email
Guiding You to Success Relationship Management Email
Let’s Chart the Path Forward Relationship Management Email
Your Go-To Resource Relationship Management Email
Checking In to Ensure Smooth Sailing Support and Issue Resolution Email
We Value Your Voice Customer Advocacy Email
Shaping the Future Together Customer Advocacy Email
Insights for Continued Success Support and Issue Resolution Email
Your Ideas Fuel Our Progress Customer Advocacy Email
Proactive Tips for Your Success Support and Issue Resolution Email
Help Us Enhance Your Experience Customer Advocacy Email
Proactive Metrics Check-In Support and Issue Resolution Email
A Quick Check-In Customer Advocacy Email
Bringing Your Voice to the Table Customer Advocacy Email
Your Progress at a Glance Support and Issue Resolution Email
Your Voice, Our Actions Customer Advocacy Email
Shaping the Future Together Customer Advocacy Email
We’re Here to Help Support and Issue Resolution Email
Your Input, Our Focus Customer Advocacy Email
Let’s Get You Back on Track Support and Issue Resolution Email
Your Feedback in Action Customer Advocacy Email
You’ve Got This—We’re Here to Help Support and Issue Resolution Email
Let’s Resolve This Quickly Support and Issue Resolution Email
Turning Ideas Into Features Customer Advocacy Email
What Can We Do to Help? Support and Issue Resolution Email
Driving Innovation Together Customer Advocacy Email
We’re on It—Resolving Your Issue Support and Issue Resolution Email
Your Ideas, Our Future Customer Advocacy Email
Coordinating a Swift Resolution Support and Issue Resolution Email
From Request to Reality Customer Advocacy Email
We’re in This Together Support and Issue Resolution Email
Feature Request in Progress Customer Advocacy Email
Technical Support in Progress Support and Issue Resolution Email
Your Support Team Is on It! Support and Issue Resolution Email
Highlighting Your Success Customer Advocacy Email
A Custom Solution Just for You Support and Issue Resolution Email
Your Story, Our Inspiration Customer Advocacy Email
Your Personalized Action Plan Support and Issue Resolution Email
Inspiring Others Through Your Success Customer Advocacy Email
We’ve Got a Solution! Support and Issue Resolution Email
Showcasing Your Expertise Customer Advocacy Email
Your Story, Your Spotlight Customer Advocacy Email
Steps to Solve Your Challenge Support and Issue Resolution Email
Let’s Turn This Around Support and Issue Resolution Email
Your Issue Has Been Resolved Support and Issue Resolution Email
Your Update on [Specific Issue] Support and Issue Resolution Email
Great News—It’s Fixed! Support and Issue Resolution Email
Resolution Complete—Next Steps Support and Issue Resolution Email
All Fixed—How’s It Looking? Support and Issue Resolution Email
Unlock Even More Value Email
Expanding Your Capabilities Email
Boosting Your Results Email
Maximizing Your Investment Email
Growing Together Email
Tailored Solutions for Your Goals Email
Strategic Solutions for Your Business Email
Building on Your Success Email
Delivering More Value to Your Team Email
Custom Solutions for Your Needs Email
Securing Continued Success Email
Planning for What’s Next Email
Renewing Your Momentum Email
Your Success Snapshot Email
A Seamless Renewal Experience Email
Performance Insights for Your Team Email
Looking Ahead Together Email
Celebrate Wins and Spot Opportunities Email
Let’s Dive Into Your Data Email
Measuring Your Success Email
Your Success in Numbers Email
Your Quarterly Success Report Email
Internal Metrics Summary Email
Celebrating Success—Your Monthly Report Email
Insights and Recommendations Report Email
Let’s Review Your Report! Email
Here to Get Things Back on Track Churn Mitigation Email
Personalized Solutions for Your Success Churn Mitigation Email
Quantifying Your Impact Email
Turning Challenges Into Opportunities Churn Mitigation Email
Celebrating Your Achievements Email
Action Plan for Your Success Churn Mitigation Email
Maximizing the Value of Your Investment Email
What Can We Do to Help? Churn Mitigation Email
Your Success, By the Numbers Email
Bridging Customer Insights Across Teams Internal Collaboration Email
Aligning Customer Needs with Team Goals Internal Collaboration Email
Customer Voice in Action Internal Collaboration Email
We Want to Understand Your Experience Churn Mitigation Email
Turning Feedback into Action Internal Collaboration Email
Your Feedback Matters Churn Mitigation Email
Connecting the Dots: Customer Insights for Action Internal Collaboration Email
We Value Your Input Churn Mitigation Email
Getting to the Heart of the Matter Churn Mitigation Email
Strategizing for Growth Together Internal Collaboration Email
Tell Us How You’re Feeling Churn Mitigation Email
Aligning for Account Success Internal Collaboration Email
Planning for Growth and Success Internal Collaboration Email
Actionable Growth Strategies Internal Collaboration Email
Let’s Make It Work for You Churn Mitigation Email
Collaborating for Growth Internal Collaboration Email
A Special Offer to Support Your Success Churn Mitigation Email
We Don’t Want to See You Go Churn Mitigation Email
A Customized Retention Plan for You Churn Mitigation Email
Customer Use Cases Driving Campaign Success Internal Collaboration Email
What Can We Do to Keep You? Churn Mitigation Email
Leveraging Use Cases for Market Impact Internal Collaboration Email
Inspiring Campaigns Through Customer Success Internal Collaboration Email
Actionable Insights for Campaign Success Internal Collaboration Email
Connecting Real Stories with Campaigns Internal Collaboration Email
Working Together for Long-Term Solutions Churn Mitigation Email
Progress on Your Issue—Next Steps Churn Mitigation Email
Your Feedback Is Driving Change Churn Mitigation Email
Coordinating a Resolution for You Churn Mitigation Email
We’re on It—Resolution in Progress Churn Mitigation Email
Net Promoter Score (NPS) Survey Metric
Net Revenue Retention (NRR) Customer Success Metric Metric
Gross Renewal Rate (GRR) Customer Success Metric Metric
Time to First Value (TTFV) Customer Success Metric Metric
Customer Satisfaction Score (CSAT) Survey Metric
Days Sales Outstanding (DSO) Customer Success Metric Metric
Pipeline Customer Success Metric Metric
New Sales Closed (Closed-Won Deals) Customer Success Metric Metric
Customer Retention Rate (CRR) Customer Success Metric Metric
Logo Retention Rate (LRR) Customer Success Metric Metric
Churn Rate Customer Success Metric Metric
Customer Lifetime Value (CLV or LTV) Customer Success Metric Metric
Monthly Recurring Revenue (MRR) Customer Success Metric Metric
Customer Health Score (CHS) Customer Success Metric Metric
Adoption Rate Customer Success Metric Metric
Feature Usage Customer Success Metric Metric
Customer Engagement Score (CES) Customer Success Metric Metric
Time-to-Response (TTR) Customer Success Metric Metric
Expansion Revenue Rate Customer Success Metric Metric
Onboarding Completion Rate Customer Success Metric Metric
CSM Efficiency Customer Success Metric Metric
Churn-to-CSM Ratio Customer Success Metric Metric
Customer Effort Score (CES) Customer Success Metric Metric
Voice of Customer (VoC) Customer Success Metric Metric
Client Success Plan Success Plan Tool
60 Day Customer Health Audit Churn Mitigation Tool
The Eisenhower Matrix Time Management Framework
RASCI matrix Project Management Framework
Getting Things Done (GTD) Time Management Framework
Time Blocking Time Management Framework
Pareto Principle (80/20 Rule) Time Management Framework
Pomodoro Technique Time Management Framework
ABC Method Time Management Framework
MIT (Most Important Tasks) Time Management Framework
Eat That Frog Time Management Framework
The 1-3-5 Rule Time Management Framework
Kanban System Project Management Framework
SWOT Analysis Strategic Planning Framework
LEAPS De-escalation Framework
Tactical Empathy (Chris Voss's Negotiation Method) De-escalation Framework
Nonviolent Communication (NVC) De-escalation Framework
Verbal Judo De-escalation Framework
SBI Feedback Model (Situation, Behavior, Impact) De-escalation Framework
The 3 Cs (Calm, Clear, Collaborative) De-escalation Framework
The DESC Model (Describe, Express, Specify, Consequences) De-escalation Framework
CARE Model (Clarify, Acknowledge, Respond, Evaluate) De-escalation Framework
SOAR (Stop, Observe, Assess, Respond) De-escalation Framework
Conflict De-escalation Ladder De-escalation Framework
The Sandwich Method How to Say No Framework
The Yes-No-Yes Framework How to Say No Framework
The "Priority Check" Framework How to Say No Framework
The Empathetic Decline How to Say No Framework
The Redirect Framework How to Say No Framework
The Time-Bound No How to Say No Framework
The Direct No How to Say No Framework
The Reciprocal Offer How to Say No Framework
The Hypothetical Yes How to Say No Framework
The Value Alignment Framework How to Say No Framework
The Decision Matrix Decision Making Framework
SWOT Analysis Decision Making Framework
OODA Loop (Observe, Orient, Decide, Act) Decision Making Framework
Six Thinking Hats Decision Making Framework
The Delphi Method Decision Making Framework
Decision Trees Decision Making Framework
The 5 Whys Decision Making Framework
Social Styles Model Rapport Building Framework
Active Listening Rapport Building Framework
The 3 V’s of Communication Rapport Building Framework
F.O.R.M. Framework Rapport Building Framework
Empathy Mapping Rapport Building Framework
MIRROR Technique Rapport Building Framework
GROW Model Rapport Building Framework
S.P.I.N. Selling Rapport Building Framework
Appreciative Inquiry Rapport Building Framework
PEARLS Model Rapport Building Framework