Hannah Wesson

Hannah is the Content Associate for Customer Success Collective. Having worked in content marketing since graduating, she has a wealth of experience writing for a wide range of B2B and B2C companies.

Members-only

Assess where your team sits template

A self-evaluation framework designed to help Customer Success teams analyze their current position within the business and align with strategic goals....

Customer Advisory Board (CAB) strategy one-pager

Members-only

CS strategy

Customer Advisory Board (CAB) strategy one-pager

An outline of the vision, mission, values, and success criteria for your CAB while providing actionable steps for member selection, engagement, and key outcomes....

Members-only

Customer engagement

Customer offboarding template

A structured framework designed to help end client relationships professionally and positively....

Members-only

CS strategy

Customer success strategy template

A guide designed to help you create a tailored strategy for ensuring long-term customer satisfaction and success....

How to integrate AI personalization and recommendation systems into your business

Members-only

AI and automation

How to integrate AI personalization and recommendation systems into your business

When we make the most of sophisticated AI algorithms, we can identify upsell opportunities, deliver tutorials for underutilized features, and detect churn risks with remarkable precision. This personalization not only enhances customer satisfaction but also drives loyalty and revenue....

Advice customer success leaders wish they had known earlier

Members-only

CS careers

Advice customer success leaders wish they had known earlier

How many times have you thought “Ugh! I wish I'd known that”? While you may have had to earn that knowledge the hard way, sharing it with customer success teams navigating similar challenges could save them countless headaches and missteps....

Members-only

Cross-selling email templates

Pre-designed email formats you can use to promote additional, relevant products or services to their existing customers....

Buyer journey (stages and tactics) template

Members-only

Customer journeys

Buyer journey (stages and tactics) template

The stages of the buyer's journey, from initial awareness to post-purchase relationship management....

Members-only

CS strategy

RACI template

A tool used to clarify roles and responsibilities within a project by designating who is Responsible, Accountable, Consulted, and Informed for each task....

Members-only

Customer segmentation

Customer segmentation template

A tool designed to help businesses categorize their audience into distinct groups based on shared characteristics....

Members-only

CS strategy

White paper template

A comprehensive guide to help businesses create authoritative reports or guides establishing thought leadership on a specific topic....

Stakeholder feedback and improvement log template

Members-only

Customer feedback

Stakeholder feedback and improvement log template

A structured tool designed to help teams capture, track, and respond to feedback from key stakeholders....

Members-only

B2B

B2B user persona example

A strategic tool used to create detailed profiles of your ideal business customers....

Members-only

B2B

B2B user persona template

Gain deeper insights into your target market and tailor your marketing efforts effectively....

Members-only

B2B

B2B buyer persona example

A strategic tool used by product marketers to create detailed profiles of their ideal customers....