Templates and frameworks, ready to use.
Each tool is paired with the piece that explains the thinking behind it. Take the framework, take the file, run it through your own portfolio.
The Renewal Forecast Spreadsheet
The full four-tier scoring model. Plug in your accounts, score them on the four dimensions, get a probability-weighted portfolio forecast with a defensible confidence interval. Includes the worked 12-account example so you can see it running before you fill in your own data.
Paired with: The Renewal Forecast →
- · Account scoring sheet with all four rubrics inline
- · Probability mapping table (configurable)
- · Portfolio forecast formula with confidence interval
- · Worked example sheet (12 accounts, $4.2M ARR)
- · Refresh checklist for monthly forecast updates
The Multithreading Map Template
The four-role framework as a fillable template. One page per account. Map your top 10 accounts in an afternoon and find out exactly how many roles are unfilled across your portfolio.
Paired with: The Multithreading Map →
- · Per-account page: Economic Buyer, Champion, Daily User, Executive Sponsor
- · Tenure risk and disposition fields for each role
- · Last meaningful contact field with date prompt
- · Closing motion guidance for each role type
- · Portfolio rollup view: roles unfilled across all accounts
The Health Score Design Kit
Four-input health score model with rubrics, scoring guidance, and a validation worksheet for running the model against your last 12 months of churn outcomes. Configuration notes for Gainsight, Totango, and ChurnZero.
Paired with: Health Scores That Predict Anything →
- · Four-input rubric (adoption depth, outcome evidence, stakeholder strength, sentiment events)
- · Composite-to-action decision rule reference
- · Validation worksheet: retroactive scoring against churned accounts
- · Platform configuration notes for Gainsight / Totango / ChurnZero
- · Tuning log for ongoing model adjustments
AI Decision Matrix Worksheet
The 4×4 matrix as a fillable worksheet. Score every CS task on revenue impact and customer-trust risk, then let the worksheet classify it: automate, augment, inform, or leave alone. Walk into the CRO conversation with a strategy, not a shopping list.
Paired with: The AI Decision Matrix →
- · Revenue-impact scoring rubric (1–4)
- · Customer-trust-risk scoring rubric (1–4)
- · Auto-classifying matrix with the four quadrants
- · Worked example: 12 representative CS tasks pre-scored
- · CRO conversation script aligned to the output
CSM Prompt Library
Eight copy-paste prompts that earn their place in a CSM's workflow, plus a meta-prompt for building new prompts in the same format. Organized by Decision Matrix quadrant — three Automate, three Augment, two Inform.
Paired with: The CSM's Prompt Library →
- · Eight working prompts, copy-paste ready
- · Meta-prompt for building your own prompts in the format
- · Per-prompt failure modes and variation hooks
- · Quadrant index: Automate / Augment / Inform
- · Editable 'your version' space underneath each prompt
AI Safety Reference Card
The eight rules as a one-page printable. Print it, stick it next to your monitor. Every rule produces a defensible decision in under thirty seconds — the discipline that keeps a forty-second paste from becoming a career-ending incident.
Paired with: AI Safety for Customer-Facing Work →
- · The eight rules, each with a thirty-second decision question
- · The five-question decision tree
- · The three-sentence CRO conversation script
- · Printable single-page layout
- · Designed to live next to your monitor, not in a wiki
Copilot Evaluation Scorecard
Score your own shortlist on all six dimensions and get a defensible verdict. The methodology + scoring rubrics on one tab, four worked examples pre-scored on another, and a decision tab that turns totals into a buy / don't-buy / re-evaluate recommendation.
Paired with: Four CS Copilots, Tested →
- · Six dimensions with full scoring rubrics
- · Four worked examples (A/B/C/D) pre-scored
- · Empty template for scoring your own tools
- · Decision tab: totals → recommendation with evidence
- · Outlives any specific vendor — use it next year too
Five-Signal Model Notebook
The full reproducible model, synthesized dataset, and README. Runs on your laptop in two minutes. The 5 → 8 → 8 → 3 neural network with class weights, calibration curve, and three sample predictions — the entire piece, as code you can fork and retrain on your own data.
Paired with: The Five-Signal Model →
- · five_signal_model.ipynb with code and explanation cells
- · 312-row synthesized account dataset (CSV)
- · Calibration-curve code and chart
- · Class-weight handling for the 75/25 imbalance
- · Comments showing exactly which lines to swap for your data
QBR Pipeline Repo
Working Python code, sample transcripts, and the extraction prompt. Eleven passing tests, runs end-to-end. Fork on Monday, producing signal by Friday — the four-step pipeline (transcribe, extract, score deltas, aggregate) that feeds the Five-Signal Model's sentiment input.
Paired with: The QBR Transcript Pipeline →
- · Four-step pipeline: transcribe → extract → score → aggregate
- · Verbatim extraction prompt in prompts/extraction.txt
- · Two sample transcripts (Q1 and Q2 for delta demo)
- · Eleven passing unit tests for the scoring math
- · End-to-end orchestration in pipeline.py
In the queue
- · The CFO-Grade QBR — slide skeleton with comments
- · The Capacity Math — ARR-weighted capacity calculator
- · The Save Play — 30-day intervention template for distressed accounts
New tools paired with each new framework piece. Subscribe to The NRR Playbook to get them the day they ship.