Tools and templates
Free tools and templates for CX professionals.
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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.
30-60-90 day sales plan for managers, reps, and sales territories
Establish credibility and confidence with a clear 30-60-90 day sales plan.
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.
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.
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.
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.
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.
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.
What is a call center? Definition, types, and how they work
A call center is a team of customer service specialists who field phone calls from customers. Learn more about what it takes to create a modern call center that provides superior experiences.
How to deal with angry customers: 17 tips, templates, and examples
Not sure what to say to calm down an angry customer? Here’s how to handle an irritated customer and ease tension across channels.
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.
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.
Types of contact centers and tips for increasing productivity
Establish a flexible, dynamic contact center to drive customer loyalty and improve agent efficiency.
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.
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.
What is an enterprise help desk, and how does it benefit your team?
Here are the tools you need to meet your customers’ expectations, at scale.
What is a help desk? Definition, benefits, and functions
A help desk is an often-overlooked cornerstone of a great customer service experience, internal or external. Here's how it can benefit your business
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.
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.