Tools and templates
Free tools and templates for CX professionals.
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2 min read
Customer service plan template, tips + how-to guide
A customer service plan defines a clear strategy so you can deliver exceptional support with every interaction. Download our free template and create your plan.
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All about PCI DDS (and why it’s important)
Earning and maintaining the trust of your customers is critical to the success of your business.…
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20 customer service resume examples + tips for 2024
Take the next step in your CX career with a customer service resume that stands out. Use one of our 20 templates below to get started.
Article
20 min read
Customer journey maps: How to create one (templates + examples)
A customer journey map helps companies understand the entire customer experience. Learn the best practices for creating one and download our free templates.
Article
9 min read
How to calculate profit margin: Calculator, formulas, and examples
Arm your business with the tools you need to boost your income with our interactive profit margin calculator and guide.
Article
16 min read
How to create a buyer persona in 6 easy steps: Examples, tips, and templates
A buyer persona is essential for understanding and reaching prospects. Here's our guide on crafting personas that take sales to the next level.
Article
9 min read
Value chain: Definition, examples, and guide
The value chain gives you the tools to maximize your company’s value and profit margin by evaluating all business activities.
Article
18 min read
10 steps to building an effective go-to-market (GTM) strategy
Learn how to use a go-to-market strategy to turn your product concepts into tangible offerings—without chaos or confusion.
Article
12 min read
Sales and operations planning (S&OP): Definition, process, and best practices
See how sales and operations planning uses data to zero in on supply and demand issues so you can balance your business processes and set your teams up for success.
Article
10 min read
How to build a sales playbook framework (+ a free template)
Creating a sales playbook will streamline your sales process and solidify your branding in each customer interaction.
Article
17 min read
How to create a winning 30-60-90 day sales plan (+ template)
Create a clear 30-60-90 day sales plan to onboard credible and confident new sales reps. Use our template to get started.
Article
10 min read
Creating a sell sheet: Sell sheet examples, template, and design
A sell sheet can pitch your product to hundreds of prospects at the touch of a button—if it’s designed well. Here’s how to create one that gets results.
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Article
11 min read
Customer acquisition cost formula and tips to improve your CAC
Customer acquisition cost is the amount of money a business spends to gain a new customer. Here’s how to calculate this key metric, plus three ways to improve it.
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9 min read
How to write a sales plan: Types, template, and tips
A sales plan helps you outline sales strategies and goals, identify resources, and set a budget so you can pack your pipeline with high-quality leads.
Article
23 min read
Cold calling scripts: 14 examples, templates, and tips
Cold calling scripts can help you get more leads and reach sales goals. Get tips on how to write effective scripts, and start crafting your own with our free templates that actually work.
Best practices for conversational customer service
Companies are gravitating towards conversational customer support for the same reasons customers are: it's fast, personal, convenient, and secure.
Article
13 min read
What is a sales funnel? Strategies on how to create one (+ examples and templates)
A sales funnel is critical for understanding the path to purchase. Learn how it works and how to build one so you can increase conversions.
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