The customer may not always
be right, but they are always first

Make each interaction from handoff to implementation and beyond absolutely seamless.

Seamless Hand-off

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Consistency for efficiency

Consistently achieve the perfect handoff from pre-sales to post-sales with a playbook for each customer segment. Streamline and reinforce your process so that nothing slips through the cracks.

Screenshot of Highspot's Sales Operations Playbook
Screenshot of Highspot's Sales Operations Playbook

Up-selling Master

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Enable your Customer Success team

The first sale is the first of many in a customer’s lifecycle! Ensure your customer team is always up to date with the latest features and talk tracks on how to upsell new products to existing customers.

Repeat Success

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Don’t re-invent the wheel

Leverage your most successful customers to create winning plays for your Customer Success team. Design the success plan and determine key milestones based on your customers goals, metrics and objectives.

Screenshot of Highspot's Sales Operations Playbook

Top Templates for Customer Success Teams

Build Your First Playbook

Create your own workspace and start unlocking your team's best knowledge.