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 Playbooks™ 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

Customer Stories Template

Leverage your Customer Stories to close more deals! Help your Sales Team pick the best customer stories for their sales…

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Handoff to Customer Success Template

Woo! Sales has closed a deal! Now it's time to pass the torch to Customer Success. Make sure that nothing…

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Kiite 101 💙

Not sure where to start? Here are the basics on how to create your first playbook and get the most…

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Get Started With Playbooks™

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