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Browse ebooks, tools, guides, templates, reports and more - all designed to help you grow your business. Filter by topic or format to find exactly what you need.

Free Customer Success Resources

Explore 36 Customer Success resources

Showing 1 - 12 of 36

  • Ebook

    PDF

    Customer Service, Customer Success, Inbound Sales, Sales

    Ebook

    PDF

    The Synchronization Playbook: Unify Sales & ServiceThe HubSpot + Aircall playbook has proven frameworks, implementation checklists, and real-world examples to achieve fast time-to-value without sacrificing experience.
  • Template

    Google Slides

    Buyer Personas, Customer Success, Customer Service

    Template

    Google Slides

    Customer Journey Map TemplateOutline your company's customer journey and experience with these 7 free customer journey map templates.
  • Kit

    Google Sheets

    Marketing Automation, Artificial Intelligence, Customer Success

    Kit

    Google Sheets

    10 AI Prompts for Customer Intelligence + Live AI Interview Demo [MATG]Watch AI conduct a live customer interview, then get 10 prompts that turn customer conversations into competitive advantage.
  • Template

    Excel

    Lead Generation, Sales, Dashboards & Reports, Startups, Customer Success

    Template

    Excel

    Lead Tracker TemplateWant to monitor leads and track your results in an easy-to-use spreadsheet? Download our customizable sales lead tracker in Excel, Google Sheets, or PDF.
  • Ebook

    PDF

    Customer Success

    Ebook

    PDF

    7 Smart Customer Success PlaybooksEach of these playbooks is packed with step-by-step guidance, proven strategies, and industry best practices to help you overcome challenges and achieve remarkable results.
  • Template

    Google Docs

    Customer Success

    Template

    Google Docs

    Customer Onboarding TemplatesEight templates to lead your new customers through their first several months with your product or service
  • Course

    Education, Inbound Marketing Strategy, Lead Generation, Customer Success

    Course

    Lead Management Course: Segmentation, Nurturing, and Lead QualificationLearn how to manage sales leads, organize them into segments, nurture, qualify, and hand them off to sales in this course featuring our top lead management lessons.
  • Ebook

    Google Sheets

    Customer Success

    Ebook

    Google Sheets

    Customer Service Metrics CalculatorEasily determine your business's key metrics and KPIs for customer support, service, and success with this free calculator template.
  • Template

    Google Docs

    Buyer Personas, Customer Success

    Template

    Google Docs

    Customer Profile TemplatesUse these free templates to build out your customer profiles for your marketing, sales, and customer service teams.
  • Course

    Customer Service, Customer Success

    Course

    Service Hub Software Certification CourseLearn effective inbound service strategy with HubSpot's Service Hub Software Certification Course.
  • Ebook

    PDF

    Customer Success

    Ebook

    PDF

    100 Customer Service & Support Interview QuestionsHire the best customer-facing employees with this set of interview questions.
  • Ebook

    PDF

    Branding, Business, Customer Success

    Ebook

    PDF

    5 Ways to Build a Community People Will Actually Pay For [Hustle]Jordan DiPietro's Community Playbook
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