Resources for

The Chief Customer Officer Playbook and REACH

Download easy-to-use templates, worksheets, and other tools to help you deliver repeatable results.

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Download The REACH Framework™: Expansion Close Plan Template

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Download Chief Customer Officer - Technology Stack Recommendations

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Download the Post-Sale Scaling™ Model Framework

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Download Recommended Books on Organizational Leadership and Interpersonal Effectiveness

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Download Recommended Books on Public Speaking, Storytelling, and Creating Impactful Presentations

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Download the Goal Setting Template for Customer Facing Leaders

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Download the CCO Strategic Roadmap Template and Examples

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Download the Strategy Offsite Planning Template and Worksheet

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Download Defining the Hiring Criteria for the CCO/SVP/VP Position

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Download The REACH Framework™: One-Page Cheat Sheet

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Download the ROI Calculator and Cost Savings Example and Template

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Download ICONIQ Growth - Topline Growth & Operational Efficiency - SaaS Industry Metrics

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Download Gainsight's Customer Success Board of Directors Template Slide Pack

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Download the Cost-of-Delivery Analysis Template for Customer Success Teams

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Download the Customer Success Experience - Segmentation Template

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Get 250+ Tips and ChatGPT Prompts for CCOs and Customer-Facing Teams So You Can Easily Get Started with AI

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Download The REACH Framework™: Asking Probing Questions to Uncover Expansion Clues

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Download the CCO Maturity Model™ Worksheet

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