Kick off the new year on the right foot with our templates designed to enhance your customer touchpoints or give you a head start without starting from scratch. The start of a new year is a perfect opportunity to strengthen relationships and build trust with your customers. Explore our list of templates below to help you get started!

Quarterly Business Review (QBR) - Quarterly business reviews give CS teams the opportunity to prove the value of your product. When done well, QBRs demonstrate how a product helps customers make progress toward their goals, and reminds them why they started using the product in the first place. However, QBRs can be time-consuming to create. Not only do CSMs have to sift through data, but they also have to design the presentations. QBRs need to be visually attractive, digestible, and informative in order to be effective—and creating a new presentation each quarter for each account simply isn’t sustainable. If you need an easier way to build QBRs, check out this Essential QBR Template and use it as a guide for your next QBR.

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QBR One-Pager - A QBR one-pager is a brief, at-a-glance, yet data-driven resource that can be used by customer success teams to summarize key insights from a quarterly business review. In contrast with a full QBR presentation, a one-pager includes only the most essential insights and is used to provide high-level updates for customers. One-pagers should be easily digestible, which means design and hierarchy are crucial. The ideal QBR one-pager should include the data that is most relevant for your customer. For example, based on your customer’s goals and objectives, you may decide to include benchmarking data, ROI insights, usage data, or adoption recommendations. This resource includes tips and tricks for creating a QBR one-pager that resonates with customers, as well as a QBR one-pager example from a fictional company called SimpleTicket.‍

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Client Kickoff Deck - This template walks through the key components of a client kickoff deck, and includes example slides of what this would look like for a fictional company called SimpleTicket.

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Business Case Deck - A business case deck is a presentation that shows the costs, benefits, and reasons behind why a customer should choose a specific product. In order for it to be successful, it needs to be personalized and data-driven. This template walks through the essential parts of a business case presentation and how to build one that resonates with customers.

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Internal Account Review One-Pager - An internal account review is a way for teams to see a comprehensive, data-driven overview of a particular account. Internal account reviews are helpful for highlighting an account’s key metrics, challenges, and areas for improvement. Internal account reviews should be concise, easy to understand, and data-driven. Use this internal account review one-pager template with best practices to improve your existing internal account review process, or build a new one from scratch.

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Renewal Deck - A renewal deck is a presentation that provides a comprehensive overview of the benefits a customer has gained from your product, as well as the reasons why the customer should continue using your product. Ideally, the renewal deck should help you engage with customers, share data that reinforces the value of the product, and address any concerns or questions ahead of renewal.

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Expansion Deck - An expansion deck is a presentation that provides a comprehensive overview of the benefits a customer has gained from your product, as well as the additional value they can realize if they expand with your product. Ideally, the expansion deck should help you engage with customers, share data that reinforces the value of the product, and help them understand why they need more of it.

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ROI One-Pager - A ROI one-pager is a brief, at-a-glance, yet data-driven resource that can be used by customer success teams to share with customers the value they are realizing with their product. In contrast with a full QBR presentation, where you have to wait for a meeting to share, an ROI one-pager can be a great quick way to showcase the product without a conversation.

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End of Year Email - An end of year email is a powerful way to showcase your product’s value in a way that’s highly specific to your individual customers. And a good end of year email is known to get the attention of executives.

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ROI Summary - This template walks through the key components of a ROI summary and includes a use case example.

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Benchmarking Slides - This template walks through the key components of a benchmarking slide and includes a use case example.‍

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Pricing Proposal - This template walks through the key components of a pricing proposal and includes a use case example.

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Feature Usage Slide - This template walks through the key components of a feature usage slide and includes a use case example.

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