The most recent content from our members.
Time Commitment: 30 minutes Game film includes: Breakdown of how internal stakeholders can get data quickly Pipeline updates Board meeting critical info How frontline leaders can simplify meetings Renewal meetings Pipeline review with CSM/RM Have questions about something mentioned in the video? If you have a question,…
Hey there, I'm hoping I can get some tips and advice! I'm a fairly basic user of Catalyst however now trying to utilise it a bit better of late and looking to implement monthly NRR tracking. Wondering if anyone could please share how they are currently tracking this and best practices around setting this up? Thanks! 😁
Our version of the At-Risk dashboard has generic risk themes. How do I change them to be specific to our business? Docs and community search has nothing :(
This post was updated Feb '24 Difficulty Level: Walk Time Investment: 10 minutes We’re going to continue with the always-important theme of renewals and show you how to follow up on your initial renewal email automatically with a playbook. The benefit of this feature is that it helps CSMs be proactive with follow-ups…
Difficulty Level: Walk Time Investment: 40 minutes As a leader, you are accountable for revenue retention & growth on a book of business, and you want a detailed breakdown of our renewal and expansion forecast. This layout will allow you to communicate revenue predictability to the business and make fast decisions to…
Playbooks are the automation engines within Catalyst. Use playbooks to kick off standard action plans or templates emails that are based on key data points about your customers and contacts. Template seen in: Renewals Playbook Related Support Articles: Playbooks Overview Playbook Task Actions Playbook Email Templates…
Difficulty Level: Crawl Time Investment: 5 minutes There are many things that go into kicking off a successful renewal process. Standardizing this process can ensure that whether your CSM, RM, or AM is running the call, they have all the information they need. This is the deck we use at Catalyst, ENJOY!! Renewal Kickoff &…
Difficulty Level: Crawl Time Investment: 10 minutes There are many things that go into kicking off a successful renewal process. Standardizing this process can ensure that whether your CSM, RM or AM is running the call, they have all the information they need. The template below will: Provide your team with the necessary…
Difficulty Level: Run Time Investment: 25 minutes As your business grows and you scale out your CS team, segmenting your customers becomes increasingly important. We’re going to show you how to use our playbook sequencing to create one renewal reminder playbook that can send different messages to each of your segments. The…
Difficulty Level: Crawl Time Investment: 5 minutes If there is one thing every CS team is looking for is more time ⏳. Writing the same email to each individual customer is the time suck of all time sucks. That’s why it’s important to have a way to automate repeatable emails to your customers. The video below will guide you…
Utilize this email template to kickoff the conversation around renewals at least 120 days prior to your customer's renewal date Related support articles: Creating email templates Related Build Resources: PLAYBOOK | RENEWAL REMINDER EMAIL Approximate build time: 5 minutes Subject: Account: Name 's upcoming Catalyst Renewal…
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