Tools and templates
Free tools and templates for CX professionals.
Latest stories
Article
15 min read
What are customer profiles? A complete guide, examples, and free templates
Leverage data to build rich customer profiles so you can provide more relevant, personalized experiences.
Article
8 min read
Customer service philosophy: How to create one + free template
To consistently provide great service, companies need an actionable customer service philosophy. Here’s how to create one that stands out.
Article
4 types of communication styles in the workplace: What’s yours?
Everyone has a unique way of giving and receiving information. Identify patterns to collaborate more effectively by learning the four communication styles.
Article
25 essential customer service skills to develop in 2025
Learn the most important customer service skills for cultivating excellent CX, and utilize our templates to seamlessly incorporate these skills into your resume.
Article
27 min read
How to deal with angry customers: 17 tips and templates
Knowing what to say to angry customers can turn a tense situation into an opportunity. Learn how to deal with irate customers and use our free templates.
26 min read
52 effective sales email templates (+ writing tips)
Increase your chances of success with these sales email templates that cover every stage of the pipeline, from prospecting to closing.
Article
15 min read
7 cold email templates that skyrocket response rates
Getting a prospect to respond to a cold email isn’t always easy. Our template playbook can help with that.
Article
10 min read
Customer reviews: How to get and use them [+ templates]
Most of your customers read reviews before deciding to purchase a product or service. Here's how to get more customer reviews that convince people to buy.
Article
9 min read
How to start a virtual call center that provides excellent customer service
Learn the best way to set up and manage a remote customer service team.
Article
8 min read
5 key benefits of contact center as a service (CCaaS) software
Adopt a CCaaS solution, and you’ll be set to connect with customers across all channels and leave your dated contact center technology in the dust.
Article
11 min read
30 customer success interview questions for manager candidates
Want to build the team of your dreams? Here are the customer success manager interview questions you've got to ask.
Article
9 min read
8 knowledge base article templates that work
The key to success is finding the right mix of knowledge base article templates for your target audience. Use our templates to get a head start.
Article
12 min read
How to start a call center (without breaking the bank)
What is a call center? Defined, it's a team of customer service agents that responds to incoming calls about customer issues. Here's how to start one.
Article
8 min read
11 help desk best practices for better internal support
These internal help desk management tips can help set up harmonious employee and user expectations around help desk response times.
Article
13 min read
A guide to customer satisfaction surveys: Top questions, examples, and templates
Asking the right customer satisfaction survey questions will provide key insights into what's working and what isn't so you can enhance the customer experience and increase retention.
Article
Customer service training: The complete guide
Prepare your team to deliver great customer experiences with this customer service training guide—and download our template.
Article
17 min read
34 customer service email templates + best practices
Use these customer service email templates to provide faster and more consistent responses to customers.
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