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.

In progress. New pieces ship every two weeks.
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.

In progress. New pieces ship every two weeks.
05

AI in CS

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

In progress. New pieces ship every two weeks.