Resources & Blog
Resources
& Blog
Strategies and Tools for New Managers

RESOURCES & FREEBIES
Nail your first 30 days, Boost Productivity & Track Achievements
Master Interviews, Track Achievements, & Boost Productivity

NEW!
Your First 30 Days Onboarding Checklist
The Step-by-Step Checklist to demonstrate your leadership, value, and strategic expertise.

Accomplishment Tracker
Your fast-track to raises and promotions!

The Focus Formula
Protect your calendar and make progress every day!

Delegation Worksheet
Stop trying to do it all!
Special Resources for CS Leaders
Master Interviews, Track Achievements, & Boost Productivity
Interview Flashcards for CS Leaders
Nail your interview. Land the job.
The Best Books for CS Leaders
Books that taught me the most about CS Strategy, Leadership, and Human Behavior

RESOURCES & FREEBIES
BLOG
Best Customer Success Leadership Training Programs (2026 Comparison)
The best customer success training program for you depends [...]
From Reactive to Revenue: The House of CS Framework
Build a customer success operating system that reduces firefighting, improves retention, and creates measurable revenue impact. See the four phases.
Why You Should Be A/B Testing in Customer Success
It honestly boggles my mind that A/B testing hasn't made [...]
Customer Advocacy: How to Turn Your Customers Into Brand Ambassadors
Customer advocacy is the act of publicly supporting a company [...]
Read This Before You Buy a Customer Success Tool (2026)
Looking to buy a customer success tool? WAIT!!! There [...]
5 Simple Steps To Setting Boundaries in Customer Success
You’re a Customer Success leader. You want to help. You’re [...]
Customer Segmentation – The Next Level of Customer Success
TL;DR: This article covers customer segmentation by use case, [...]
VP of Customer Success Career Path (Complete Guide for 2026)
VP of Customer Success Career Path: What It Actually Takes [...]
Building a Customer Journey Map: A Step-by-Step Guide for Customer Success
What Is a Customer Journey Map in Customer Success? A [...]
Customer Usage Data can Supercharge Your Customer Journey
Customer usage data can seem intimidating. As Customer Success professionals, [...]
Here’s What Happens When you Stop Complaining For 3 Days
The harder leadership challenge I’ve ever done? A 3 day [...]
5 Questions to Uncover Red Flags in CS Leadership Interviews
Red flags are easy to ignore. Especially when you REALLY [...]
This Accomplishment Tracker is my Ultimate Career Hack
An accomplishment tracker is the single most powerful tool [...]
How to Give Negative Feedback – Without Killing Morale
Giving negative feedback can seem like a lose/lose situation. If [...]
5 Easy Secrets to Employee Engagement
Employee engagement is nothing short of magic. It can double [...]
Featured Publications
Articles
→ Top 50 Women Leaders in Customer Success 2022 – SmartKarrot → Transitioning From Peer to Manager – CS Insider → Are You Helping – Or Micromanaging? – CS Insider
Webinars/Podcasts
→ CSM to Director Career Path – Success League Radio
→ Navigating Your Career in Customer Success – Gainsight Game Changers
→ How to Chart Your Own Career Path in CS – Customer Success Network

















