CSM Redefined
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Playbooks

Frameworks, teardowns, and operating playbooks.

Organized by the four pillars of NRR. Each piece is written to be used on Monday morning — not bookmarked and forgotten.

01

Renewal Engine

Forecasting, risk scoring, multithreading, procurement plays. The mechanics of moving a complex renewal across the line.

02

QBRs & Executive Motion

Executive sponsor strategy, CFO-grade QBRs, board reviews. Earning the 15 minutes that saves the account.

03

CS Operations

Health scores, segmentation, capacity planning, tooling. The operating system of a CS org.

04

Expansion & Multithreading

Pipeline from CS, expansion signals, champion networks. Moving NRR above 100% from the CS side.

05

AI in CS

Frameworks and teardowns for using AI to do CS work better.

In progress. New pieces ship every two weeks.