The most recent content from our members.
Difficulty Level: Walk Time Investment: 10 minutes Champion departure is the #1 reason for churn, along with new Exec hires. Each year, 20% of the workforce changes jobs and this number only continues to climb in 2023. Catalyst’s Champion Tracking solution, powered by UserGems, enables teams to protect their #1 revenue…
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…
Difficulty Level: Walk Time Investment: 40 minutes The At-Risk Layout and Playbook are built specifically to give you an immediate notification to understand why customers are at-risk, the next steps, and understand which de-risking plays have/have not been successful so that you reduce the likelihood of the customer…
Difficulty Level: Crawl Time Investment: 10 minutes Letting your customer know that change is hard, and that you're available to help support the transition from one champion to the next helps show the value of not only your product but you as partner. The template below will: Serve as the communication to let your…
Difficulty Level: Crawl Time Investment: 10 minutes Standardizing the escalation process for when a champion leaves one of your customers will ensure that your team is staying on top of turnover and helping retain your customer during times of transition. The template below will: Serve as the first step in our Catalyst x…
⚡️Introduction to Playbook Objectives Playbook Objectives is yet another feature enhancement, along with Playbook Insights, that the Product team at Catalyst has been hard at work on! 🎉 Let’s break down the benefits for your team! You can now measure the effectiveness of your playbooks with no manual work - simply set an…
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: Crawl Time Investment: 10 minutes Standardizing the way your team takes notes in their recurring sync will ensure that the correct information is being captured across CSMs and accounts. By doing this, everyone on your team can have a consistent picture of each client. The template below will: Provide…
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…
Click here to see how to navigate the site, manage notifications, rules of conduct, and more!
Join us! Sign into your Catalyst account to get started.
General community information and support for members
Set up your Catalyst instance, start admin training, and get help
Browse Catalyst videos on how-to topics, best practices, and more
Ask questions, share tips, and learn from other Catalyst customers just like you
Stay updated with recent product changes, and see what's coming next