Customer Success

Sales Customer Success Marketing

Customer Stories Dock Updates

Customer Onboarding Guide: High-touch vs. low-touch

Customer Onboarding Guide: High-touch vs. low-touch

Written for high-performing customer success teams

Latest Grow & Tell

Customer Success Programs at Iterable & AutogenAI with Eloise Salisbury

How to Overcome Imposter Syndrome in Tech

The Key to Creating Product Excitement in CS

Why LinkedIn Built a Customer Advisory Board

Articles

SaaS Change Management: A guide for CS teams (+ examples)

Enterprise Customer Onboarding: A guide for scale-ups

How to identify churn risk (and save at-risk customers)

Presales Best Practices: Tips & tools for your presales process

The Land & Expand Sales Strategy: Close now, win later

How Two Front's founder achieved 30% MoM growth with Dock

The Complete Customer Onboarding Checklist (free template)

What to include in a client onboarding form (+free template)

5 ways to speed up value realization for your customers

How to nail the Sales-to-Customer-Success handoff

How Assistantly saves 5 hours of customer follow-up with Dock

Customer Success Team Structures: 3 org chart examples

Sales & Customer Success Alignment: A collaboration guide

Asynchronous Customer Onboarding: A guide for CS leaders

Our 17 favorite customer success podcasts (and episodes!)

Churn Analysis: How to calculate, identify & reduce churn

How to introduce your customers to Dock

Scaled Customer Success: The new high-growth approach

How Assignar reduced onboarding overwhelm with Dock

Customer Expansion: How to win more expansion revenue

Customer Onboarding Metrics: 14 metrics, KPIs & benchmarks

Customer Success Enablement: Tips, tools & strategies

Customer Collaboration Guide: Tips for smooth B2B relationships

Customer Success Software: 6 tools for your tech stack

Customer Success Metrics: 22 goals & KPIs for CS teams

How Loom saves 2 hours onboarding each customer with Dock

8 must-haves for your customer success plan [+ templates]

Customer Enablement Guide: Help customers help themselves

What is net revenue retention (NRR)? A Guide for SaaS Startups

The New B2B Customer Journey: How to support all 6 stages

Client Dashboards: Tips, tools & examples for CS teams

Customer Renewals Guide: 5 ways to improve renewal rates

Time to Value Guide: 11 proven strategies to shorten TTV

It's Time for Revenue Enablement

The Sales POC Playbook: How to run a sales pilot

Client Portal Software: 5 types of portals to know

Customer Onboarding Software Guide: 24 tools to consider

How to Use Slack Connect with Customers: 6 Expert Tips

Why Shaan Puri Thinks Dock Is a Genius Idea

Customer Onboarding Guide: High-touch vs. low-touch

Revenue Operations Guide: The case for a centralized RevOps team

Quarterly Business Reviews (QBRs): A Quick-Fire Guide

SaaS Implementation Guide: 6 steps to slash software churn

Client Management: Your Guide to Happier Clients

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GRow & TEll Episodes

How to Lead a Customer Success Team

How to Run Customer Implementations

The 3 Personas of Customer Implementation

Loom's Aha Moment for Sales Teams

What is the future of customer success?

Loom's 3 Mantras for Customer Success

Growing a CS Team: Joseph Schmitt on leading success at UpKeep

How Loom Gamifies Customer Success

How UpKeep segments customer tiers

Inside Loom's Redesigned Onboarding Process

Customer Experience Teams: Gillian Heltai on building Lattice's CX program

Customer Success for Non-Technical Customers

Delegation & Leadership: What's the difference between a VP and a Manager?

The Biggest Challenge for Service Companies

Renewals & Expansion: How to drive growth as a CSM

How to Gamify CS to Drive Renewals

How to Improve Customer Health Scores

Should you separate professional services from customer success teams?

Customer Success Programs at Iterable & AutogenAI with Eloise Salisbury

The Secret to Loom's Customer Success

How to Choose the Right CRM

How Loom Designs Human-Centered CS Teams

Loom's "Aha" Moment for Customers

How AI is Changing Customer Success

Building Success Programs: How Brittany Soinski overhauled onboarding at Loom

Why Customer Success teams should meet customers in person

The Key to Creating Product Excitement in CS

How to Leverage Customer Health Scores

The First Job for Customer Success

How to hire early-stage customer success teams

Sales Enablement at Algolia & Sigma Computing with Lish Barber

Why Facilitation is an Essential Skill for Every CSM

How Lattice segments its customers

How Delegation Changes from Manager to VP

How to Make Your Product Sticky

Why LinkedIn Built a Customer Advisory Board

How Loom Manages Onboarding and Customer Success

How to Overcome Imposter Syndrome in Tech

Should you have separate Onboarding and Customer Success teams?

How Lattice segments its Customer Success teams

AI for Customer Success

Marketing & Customer Success Alignment

Selling to Developers: Hector Hernandez on scaling LaunchDarkly & Teleport

How Customer Success Teams Can Close Sales

Relationship management for Customer Success managers

How to Retain Top Talent at Startups

#1 Loom Tip from Loom's Onboarding Lead

You Don't Need to Build a SaaS Company

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Templates

Client Project Management Template

Client Portal Template

Joint Customer Success Plan

Software Implementation Template

Client Management Template

Customer Onboarding Template

Quarterly Business Review Template

Implementation Plan Template

Client-facing workspaces
that customers love