Customer Success Plan: Template, Examples, and How to Build One
A customer success plan template with examples: the goals, success criteria, milestones, and reviews that keep B2B accounts adopting your product and renewing.
CX operations & process: articles & guides
CX operations guides: process design, handoffs, documents, tooling, and the back-office work behind a customer experience that holds up.
Request for Proposal: RFP Process, Steps, Template
A request for proposal asks vendors to solve a problem and quote for it. Here is the RFP process step by step, what to put in the document, how RFP differs from RFQ and RFI, and how to score responses.
Monthly Recurring Revenue (MRR): Formula, How to Calculate It, and ARR
Monthly recurring revenue is the predictable subscription revenue you earn each month. Here is the MRR formula, a worked example, the five movement types that change it, how MRR relates to ARR, and the mistakes that inflate the number.