Ebooks & Guides

Browse through all of our helpful materials on-the-go.
From ebooks and checklists, to cheat sheets and more.

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Sales

Discovery Call Questions Cheat Sheet

Step-by-step process featuring sales discovery questions you can steal and adapt.

Customer success

Sales

Sales to Customer Success Handoff Checklist

Step-by-step checklist to make the transition from sales to customer success as easy and frictionless as possible.

Customer success

The Customer Success Playbook

Practical guide for customer handoff, onboarding, and continuous success with best practices, proven templates, and expert tips.

Customer success

Onboarding

The State of B2B Client Onboarding in 2024

Discover how growing B2B companies onboard their new customers and learn from the challenges they face to gear up for success in 2024.

Sales

2023 Sales Almanac

Sales trends from top 100revenue voices on LinkedIn.

Customer success

Onboarding

Nailing Complex Customer Onboarding: Data-Backed Insights & Expert Tips

Join our CEO Erdem as he discusses industry trends, challenges, and best practices with Cinthia Silva, Nir Kalish, and Saahil Karkera.

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