Growth Efficiency

JOURNEY BUILDER | INITIAL BUILD/SINGLE JOURNEY
Difficulty Level: Crawl Time Investment: 20 minutes The Journey Builder allows you to operationalize the way that an account successfully moves through your product or services. This allows you to clearly define the ideal way for the account to transition through a maturity model and the goals/ outcomes that should be…
CONTACT MANAGEMENT | ASSIGNING STAKEHOLDER ROLES
Time Investment: 15 minutes Difficulty Level: Walk It’s one thing to know who your main contacts are, and have this information documented. Level up this information by documenting Stakeholder Roles. Here you can expect to learn more about creating a role list (if you don’t have one already!), and how to assign roles to…
CONTACT MANAGEMENT | MANUAL CONTACT CREATION
Difficulty Level: Crawl Time Investment: 5 minutes Contact management can be hard to keep up with - especially as you have new stakeholders joining your accounts. You need to ensure their details are accurately reflected, and that the contact profile can be used immediately. The video below will guide you through: Contact…
TEMPLATE | POST-IMPLEMENTATION SURVEY
Utilize this email template to link a survey and get valuable feedback on your Implementation process Related support articles: Creating email templates Related Build Resources: PLAYBOOK | EMAILS WITH SURVEYS Approximate build time: 5 minutes Subject Congrats on launching Catalyst 🙌 It’s time to weigh in Body Hi Contact:…
PLAYBOOK | EMAILS WITH SURVEYS
Difficulty Level: Crawl Time Investment: 15 minutes Feedback is so important to every organization's growth and direction. Sending surveys can be incredibly easy and automated in Catalyst. The video below will guide you through: Playbook creation and entry conditions: how to create a playbook and use the right object to…
WEIGHTED HEALTH SCORE | CSM SENTIMENT
Difficulty Level: Crawl Time Investment: 20 minutes If you are new to building a health score, visibility of the CSM Sentiment is a great place to begin. As the account relationship owner, the CSM is usually the most in touch with the client relationship. Having the CSM regularly update the sentiment for Health can help…
WEIGHTED HEALTH SCORE | PRODUCT USAGE DATA
Difficulty Level: Walk Time Investment: 30 minutes Product usage data is a valuable addition to your health score. Low product adoption can be a clear indicator that an account has gone off track. Greater than expected adoption could indicate an opportunity to drive revenue growth from your customers and/or mobilize them…
TEMPLATE | PRODUCTIVITY LAYOUT
Get a pulse on how your team is investing their valuable time to ensure it’s aligned to the highest impact engagements that will result in driving revenue retention and growth from your customers. Related support articles: Creating Layouts Related Build Resources: LAYOUT | TEAM PRODUCTIVITY Approximate build time: 25…
LAYOUT | TEAM PRODUCTIVITY
Difficulty level: Walk Time Investment: 30 minutes Get a pulse on how your team is investing their valuable time to ensure it’s aligned to the highest impact engagements that will result in driving revenue retention and growth from your customers. You have the ability to tailor this dashboard to be as broad or granular as…
NOTE | KICKOFF MEETING
Difficulty Level: Crawl Time Investment: 20 minutes Building a solid relationship and an understanding of your customer’s needs upfront is critical to ensuring their long-term success as a customer of yours. A dedicated note template for kickoff meetings enables you to prescribe, at scale, a consistent kick-off experience…
TEMPLATE | KICKOFF CALL NOTE
Utilize this note template to collect critical information about your customers in your first meeting! Related support articles: Creating Note Templates Related Build Resources: NOTE | KICKOFF CALL Approximate build time: 5 minutes Copy & paste Instructions Instructions: The goal of this template is to allow the team to…
🥺 Exit Interview Note Template
This is a great opportunity to document learnings from the customer around what could have been improved, if anything, and additional insights to create a feedback loop for your team, and your organization. This can also be an opportunity to understand if there might be opportunities for future partnerships. Template seen…
💰 Renewal/Commercials Note Template
Having a standard note template is the foundation of ensuring your customer facing teams are tracking and keeping the same fields up to date. By including at least 1 Account, Contact, and Opportunity field, it requires users to add at least one of each to their notes, which is best practice! Template seen in: Renewal…
Catalyst 101 Training Template!
We have always seen that training is best received when delivered by internal teams. This is why we want to enable you with plug and play content that you can easily adapt for your needs. This particular deck can be used as a longer training OR it can be broken up into separate 30 minute sessions where you cover 1 key…
Success Plan Task Templates
Think of Task Templates as a way to build a library of repeatable action plans. Any member or admin in Catalyst can create Task Templates to sit in your Templates library, showcase on layouts that may be focused around preparation and ideation, or pull into a playbook to drive automation. Templates seen in: Success Plan &…
Success Plan & EBR Workflow: Discovery Questions
At the end of the day, any change in workflow will require buy in from your key stakeholders, and the best way to do that is to build with them in mind. By spending time with each of your key groups up front, you'll have the opportunity to get buy-in early on, and ultimately ensure that the workflows you build in Catalyst…
EBR Prep Task Template
Think of Task Templates as a way to build a library of repeatable action plans. Any member or admin in Catalyst can create Task Templates to sit in your Templates library, showcase on layouts that may be focused around preparation and ideation, or pull into a playbook to drive automation. Templates seen in: Success Plan &…
QBR/EBR Note Template
Catalyst has pre-built note templates created in your instance and one of those is a QBR note template to help you kick off the development process. The below example shows a few adjustments to that QBR template! Template seen in: Success Plan & EBR Workflow Related support articles: Note Templates Note Fields Slash Field…
Success Plan & EBR Fields
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Success Plan & EBR Workflow Related support articles: Creating New Fields Approximate build…
Account Overview Layout Template
One of the main use cases for Catalyst is to develop an overview page that allows any one in the organization to understand how a customer is doing at a glance. Making this layout easy to understand and not overwhelming is key to minimizing the amount of questions your CSMs get on a daily basis. You can also use this as a…
Contact Management Workflow: Segments
Segments are at the heart of every layout and ensure teams are looking at and updating the right data points. Note that segments can be built and reused across multiple workflows! Templates seen in: Contact Management Workflow Related Support Articles: Segments Data Tab Overview Explore - Segment Creation Library - Segment…
Customer Meeting Note Template
Having a standard customer meeting note template is the foundation of ensuring your customer facing teams are tracking and keeping the same fields up to date. By including at least 1 Account, Contact, and Opportunity field, it requires users to add at least one of each to their notes, which is best practice! Template seen…
Contact Management Workflow: Fields
Every process begins with the fields you want to track. These fields will power your segments and layouts, and can enable you to kick off playbooks to assign tasks or even send emails directly to your contacts. Template seen in: Contact Management Workflow Related support articles: Creating New Fields Approximate build…
Contact Management Workflow: Discovery Questions
At the end of the day, any change in workflow will require buy in from your key stakeholders, and the best way to do that is to build with them in mind. By spending time with each of your key groups up front, you'll have the opportunity to get buy-in early on, and ultimately ensure that the workflows you build in Catalyst…

Growth Efficiency

Discussion List