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Template & Toolkit

Team Leadership Toolkit

This toolkit bundles 8 webinars, eBooks, and articles with the strategies and tactics you need to successfully lead and manage your Customer Success team.

Team Leadership Toolkit

TL;DR

  • The Team Leadership Toolkit bundles 8 resources — webinars, an eBook, and articles — on the strategies and tactics for leading and managing a Customer Success team.
  • It covers building cohesive teams, improving CSM team performance, and handling customer handoffs between team members.
  • Topics range from the metrics that matter to CS and product teams to the pros and cons of different CS team setups and when to bring executives into customer interactions.

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Frequently Asked Questions

What is in the Team Leadership Toolkit?
The toolkit includes 8 resources: webinars on building three CS teams from scratch, building a cohesive team, and the five metrics that matter to CS and product; an eBook on building and scaling a CS team; and articles on improving CSM performance, customer handoffs, team setups, and involving executives.
How do you lead a customer success team?
Focus on building a cohesive team, tracking the metrics that matter, and improving CSM performance over time. The toolkit's articles also cover practical situations CS leaders face, like managing customer handoffs, choosing a team structure, and deciding when to bring executives into customer interactions.

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