SaaS Alliance membership plan updates

Customer Success & Onboarding

We add a bunch of exclusive content every single month, and you can find it all here, consistently updated on one page for your convenience.

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June 2024

Exclusive content

Templates

  • CAB strategy one-pager
  • Competitor SWOT analysis

May 2024

Exclusive content

Templates

  • Career competency framework
  • Ideal Customer Profile template
  • Customer success alignment assessment

April 2024

Exclusive content

Templates

  • Porter's 5 forces
  • 30-60-90 day template

March 2024

Exclusive content

Templates

  • B2B channel partnership framework
  • Sales playbook template

February 2024

Exclusive content

Templates

  • Messaging framework
  • Monthly performance overview template

January 2024

Exclusive content

Templates

  • Product Roadmap framework
  • Customer journey map template

December 2023

Exclusive content

Templates

  • Executive Business Review (EBR) template
  • Peer review email template
  • Internal roadmap template

November 2023

Exclusive content

Templates

  • Monthly performance overview template
  • Customer success alignment assessment
  • In house pitch competition template

October 2023

Exclusive content

Templates

  • Monthly performance overview template
  • In house pitch competition template
  • Customer success alignment assessment

September 2023

Exclusive content

Templates

  • Framework for improving trial-to-subscription conversions
  • Segment sentiment audit checklist
  • 5 steps to expanding product adoption in your territory

August 2023

Exclusive content

Templates

  • CAB strategy one-pager
  • Competitive intelligence -- Porter’s Five Forces
  • Weighted scoring template

July 2023

Exclusive content

Templates

  • Best practices to write product documentation framework
  • Steps for a great developer relations program template
  • Advocacy strategy framework

June 2023

Exclusive content

Templates

  • Career competency framework
  • Product sheet
  • In house pitch competition template

May 2023

Exclusive content

Templates

  • Voice of customer template
  • Product metric writing template
  • Software evaluation framework

April 2023

Exclusive content

Templates

  • Lean Six Sigma framework
  • Positioning canvas template
  • Lean Six Sigma framework

OnDemand

Future of SaaS Festival 2023

March 2023

Exclusive content

Templates

  • 5 tips for SKO
  • Proof of value email
  • Lead nurturing track

Februaury 2023

Exclusive content

Templates

  • CI for Sales and CS: Battlecard template
  • Pipeline Tracker
  • A CSM’s performance evaluation scorecard

January 2023

Exclusive content

Templates

  • Weekly 1 to 1 template (for sales managers and reps)
  • Tone of voice
  • The TEAM framework

December 2022

Exclusive content

Templates

  • White paper template
  • Developer persona career archetypes

November 2022

Exclusive content

Templates

  • Product ops exit interviews with PMs template
  • Conducting one-to-one PM interviews for product ops template
  • PM interview preparation template

October 2022

Exclusive content

Templates

  • Guide to help you build a developer community
  • Checklist to engage your developer community
  • Account research template

September 2022

Exclusive content

Templates

  • Training request email template
  • Email to customer referral template

August 2022

Exclusive content

Customer success templates

  • Customer success story questions
  • Buyer funnel
  • Customer success playbook framework
  • Segment audit checklist

Sales enablement frameworks

  • Sales Enablement project assessment template
  • Building a sales enablement tech stack checklist
  • Revenue goals checklist
  • Post-sale customer survey checklist
  • Sales cadence template
  • Steps to closing the deal checklist
  • Empathy map template
  • Rep scorecard template
  • Performance agreement template
  • How to create a sales competencies assessment

Product-led frameworks

  • Product alignment framework
  • MoSCoW analysis framework
  • The kano model framework
  • Product analytics tracking plan
  • Product brief template
  • Product feature kick off template
  • Product discovery interview
  • Product demo checklist
  • Value proposition evaluator

Product marketing

  • Business canvas collection
  • Strategic alignment
  • OKR deck
  • Competency analysis
  • Product strategy framework
  • CAB strategy one-page
  • CI for Marketing: competitive positioning reference document
  • Webinar/webcast strategy template
  • Campaign planning template
  • Data request form template
  • Product marketing career table

OnDemand

Women in SaaS Summit

July 2022

Exclusive content

Templates

  • Performance agreement template
  • Customer success story framework

OnDemand

Women in SaaS Summit

June 2022

Exclusive content

Templates

  • Pitch to influential company template

OnDemand

Future of SaaS Festival

May 2022

Exclusive content

Templates

  • Marketing proposal template
  • Sales lead tracker

OnDemand

April 2022

Exclusive content

Templates

  • Follow-up emails for non-responsive prospects
  • Customer renewals email

OnDemand

March 2022

Exclusive content

Templates

  • Sales email template
  • Customer retention survey

Reports

February 2022

Exclusive content

Templates

  • Marketing metrics framework
  • SaaS social media guidelines

January 2022

Exclusive content

Templates

  • Value proposition research questions
  • Discovery call checklist

December 2021

Exclusive content

Templates

  • Website content audit template
  • Marketing mix framework

Reports

November 2021

Exclusive content

Templates

• Sales to customer success handover template
• The HEART Framework

October 2021

Exclusive content

Templates

  • Framework for improving trial-to-subscription conversions
  • AARRR model framework

September 2021

Exclusive content

Templates

  • Value-based pricing template
  • Churn rate prediction framework

OnDemand

Reports

August 2021

Exclusive content

Templates

  • Customer churn survey
  • Pricing strategies framework

July 2021

Exclusive content

Templates

  • Reactivating failed payments email template
  • SaaS business plan template
  • KPI template

June 2021

Exclusive content

Templates

  • OKR canvas
  • B2B persona questions
  • B2C persona questions

OnDemand

May 2021

Exclusive content

Templates

  • New hire onboarding checklist
  • S.M.A.R.T Template
  • S.M.A.R.T Template example

OnDemand

April 2021

Exclusive content

Templates

  • Internal roadmap template
  • B2B user persona example
  • B2B user persona template

OnDemand



March 2021

Exclusive content

Templates

  • Business case template
  • Win-loss interview questions
  • Market sizing framework

February 2021

Exclusive content

Templates

  • Competitor SWOT analysis
  • Customer needs analysis
  • Storytelling framework

OnDemand


January 2021

Exclusive content

Templates

  • Customer success playbook framework
  • Customer success strategy checklist

OnDemand


December 2020

Exclusive content

Templates

  • Onboarding framework
  • Product demo checklist
  • Guide to SaaS pricing models

OnDemand


November 2020

Exclusive content

Templates

  • Churn rate cheat sheet
  • How to lower your churn rate
  • New user templates
  • Completed first action

OnDemand

30+ hours of the Future of SaaS Festival | May 2020


October 2020

Exclusive content

Templates

  • Pricing increase
  • Cross-sell email template
  • Upsell email template
  • Converting freemium users to paid