Post by Dariia Leshchenko

Got so many comments! Here's the link https://lnkd.in/eRef9E5m It took me months to build the cheat sheet I wanted for every Customer Success professional on my team. Takes you 2 minutes to save it👇 Onboarding a new CSM in 2026 usually means three weeks of context-dumping across Slack, Notion, six tabs, and one panicked Loom. By the time they catch up, the first churn risk is already in their inbox. So I put everything they need on one page. The Customer Lifecycle & Revenue Playbook has the whole engine: ✅ QBR mastery ✅ Claude prompts for CSMs ✅ Onboarding → why hire an Onboarding Manager, the KPIs that matter ✅ Portfolio health matrix → champions, red accounts, self-servers, distractions ✅ Revenue motions → upsell vs expansion vs cross-sell, when to run each, and how ✅ Week 1 playbook → the 11-section end-to-end checklist every CSM should run with every new customer ✅ Tech stack → Reply, Jason AI (Reply), Appcues, Vitally, Loom, Miro, Zendesk, Intercom, HubSpot, Salesforce, Pipedrive, Slack, Notion, Asana, Typeform, SurveyMonkey, Mixpanel, Avoma ✅ Experts to follow → David Karp, Maranda Dziekonski (she/her), Jan Young, MBA, CSPO, CSM, Kristi Faltorusso, Irit Eizips, Rachel Provan 🧠, Chad Horenfeldt 📕, Jeff Breunsbach, •Shep Hyken, Anika Zubair, Jeff Toister, Daphne Costa Lopes, Jeannie Walters, CCXP, CSP, Jay Baer, Colin Shaw, Carly Agar Want it in full resolution? Comment "𝑪𝒖𝒔𝒕𝒐𝒎𝒆𝒓 𝑺𝒖𝒄𝒄𝒆𝒔𝒔" and I'll send it over! 𝐏.𝐒. 𝑾𝒆 𝒔𝒉𝒐𝒖𝒍𝒅 𝒃𝒆 𝒄𝒐𝒏𝒏𝒆𝒄𝒕𝒆𝒅 𝒕𝒐𝒐 💚