Customer Success Leader Toolkit

Build a
High-Performing
Customer Success Team.
In 90 Days.

For CS leaders with real experience and good instincts — but not enough time to act on either. 20 years of enterprise CS experience condensed into a system you can start using this week, without stopping everything else.

20+
Years in enterprise CS
90 days
Actionable plan
14+
Frameworks & templates
$250K+
Average yearly cost of one churned account
Reduce Churn Build Proactive Teams Increase NRR Scale with Confidence Drive Expansion Revenue Align CS + Sales + Product Deploy in 90 Days Reduce Churn Build Proactive Teams Increase NRR Scale with Confidence Drive Expansion Revenue Align CS + Sales + Product Deploy in 90 Days
The Problem

Good enough to survive.
Not good enough to scale.

Most CS teams aren't running on broken tools and processes — they're running on ones that are just functional enough to keep things moving. That's the problem. When nothing is visibly on fire, there's no urgency to modernize. And without time, focus, and leadership support, the gap between reactive and proactive never closes.

01

Escalations Own the Calendar

Technical issues, overpromised deals, and at-risk accounts are urgent and real — and your team is right to prioritize them. But every hour spent firefighting is an hour not spent building the systems that would prevent the next fire.

02

The Tools Work. Just Not Well Enough.

The processes aren't broken — they're just not built for scale. They get the job done today, which makes them hard to prioritize replacing. But "good enough to survive" and "built to be proactive" are very different operating modes.

03

Leadership Doesn't Prioritize the Shift

Making the transition from reactive to proactive requires dedicated time, updated processes, and organizational support. Most companies either don't recognize this or aren't prepared to invest in it — so the status quo persists.

04

The Cost Stays Hidden

A CS team stuck in reactive mode isn't failing visibly — it's just quietly leaving value on the table. Churn that could have been caught early, expansion that never got surfaced, a team that's grinding rather than growing. The damage compounds before anyone puts it on a slide.

Who Is This For

Built for CS leaders at every stage

Whether you're building from scratch, breaking a reactive cycle, or driving enterprise-wide transformation — this is your system.

Start-up Growth-Stage
"You survived on hustle. Now you need a scalable system."
You built a CS team that kept accounts through relationships, effort, and tribal knowledge. It worked — until it didn't. The company has grown, the team has grown, and the playbook that got you here isn't getting you to the next stage. You know something has to change. You're just not sure where to start or how to build structure without breaking what's working.
Mid-Market
"Your team is good. Your processes need to catch up."
Your CS team is experienced and motivated. But they're reactive — spending more time managing escalations than building relationships, more time firefighting than forecasting. Leadership is asking harder questions about NRR, churn, and expansion. You have 90 days to document a clear plan and show initial phase results. The Surge CS 90-Day Toolkit gives you one.
Enterprise
"Leadership finally gets it. Now comes the hard part."
Enterprise C-suites have stopped treating Customer Success as a support function — it's now a core business driver tied directly to retention, expansion, and the bottom line. And the expectation that comes with that is clear: Customer Success can no longer be a silo. It has to be a company-wide commitment. But your system was built for a different era. And the larger the team — 30, 50, 100+ CSMs — the harder it is to drive meaningful change while maintaining day-to-day client management. This toolkit gives you the structure to do both.
What's Inside

Every tool
you need.

Not theory. Not slides. Fourteen frameworks, templates, and playbooks — built from 20 years of enterprise CS experience. Open it Monday, use it Tuesday.

Getting Started
Orient, assess, and prioritize fast
First 90 Days as a New CS Leader
Listening tour framework, what to observe before you change anything, and how to earn trust fast.
90-Day Roadmap
Sequenced by effort vs. impact so you know exactly what to do first, second, and third.
Assessment Checklist
10-point diagnostic to audit your CS organization, processes, and org structure in the first 15 days.
Understanding Your Customers
See your book of business clearly
Customer Tiering Template
Enterprise / Mid-Market / SMB model with ARR bands, CSM ratios, and service levels per tier.
Account Health Scorecard
Green/yellow/red criteria across 7 dimensions so your whole CS organization reads risk the same way.
Account Plan + QBR Prep
Health, value story, org chart, expansion signals, 30/60/90 plan — plus a built-in QBR prep section.
Customer Engagement Playbook
Best practices from pre-sales through QBR — every stage of the customer lifecycle.
Building Your Team
Develop, measure, and hire the right people
CSM Performance Rubric + Dev Plan
7-competency scoring framework, plus a development plan template tied directly to scores.
CSM Hiring & Interview Guide
What to look for, red flags, and a scored interview card with a clear hire/no-hire threshold.
CS KPI Dashboard
10 core metrics with targets, industry benchmarks, owners, and cadences — ready to present to leadership.
Aligning the Organization
Bring leadership, Sales, and Product along
Cross-Functional Practice Tables
Who meets with who, when, and why — CS/Sales, CS/Product, and CS/Support alignment.
Change Management Playbook
How to roll out new processes, manage resistance, and bring your CS organization along without losing trust.
90-Day Communication Plan
What to say to your CS organization, peers, and leadership — with exact messages mapped to Day 1 through Day 90.
📄
SurgeCS_90Day_Toolkit_v2.docx
Instant download · 14 frameworks & templates
Built for immediate use. Every template is pre-populated with Susan's frameworks. Customize your team's details and start running it this week.
The Framework

Four phases.
One system.

Structured so you're not overwhelmed. Each phase builds on the last — from diagnosis to a fully operational, high-performing CS org.

1
Days 1–15
Assessment
  • Audit churn drivers
  • Identify process gaps
  • Map org structure
  • Interview CS team
2
Days 16–30
Foundation
  • Launch weekly 1:1s
  • CS joins Sales standup
  • Define success metrics
  • Tiered customer model
3
Days 31–60
Activation
  • Deploy QBR framework
  • Pre-sales CS/Sales collab
  • Adoption best practices
  • Kickoff playbook live
4
Days 61–90
Optimization
  • Health scoring live
  • CSM performance reviews
  • KPI dashboard running
  • Expansion pipeline tracked
Free Consultation

Not sure where to start?
Let's figure it out together.

Every CS organization is different. In 30 minutes, we'll look at where your team is today, what's blocking progress, and whether the Surge CS toolkit is the right fit — or what else might be.

Diagnose what's keeping your CS organization in reactive mode
Identify the one or two changes that would have the biggest immediate impact
Get a clear sense of whether this toolkit solves your specific problem
Leave with at least one concrete action you can take this week — regardless of whether you buy

No pitch. No pressure. Just a focused conversation with someone who has been inside this problem for 20 years.

Book a Free 30-Minute Consultation

Reply with a few times that work and Susan will confirm within 24 hours.

Get the Toolkit

Ready to surge?

The Surge CS 90-Day Toolkit
Complete CS Leader Toolkit
Everything you need to build a high-performing CS team — frameworks, templates, playbooks, scorecards, and a step-by-step 90-day roadmap.
$97 $197
Early access pricing · Moves to $197 at launch
Early access includes: In addition to the toolkit, you'll get two personal 30-minute sessions with Susan — a kick-off in your first two weeks, and a second session whenever you choose within 90 days.
Why $97 is a no-brainer
A CS consultant charges $150–250/hr. This gives you 20 years of their expertise in one download.
One churned account costs at least $250,000+ at enterprise. This helps you catch it before it leaves.
Competing services and products are built for CSMs. This is built for the person leading them.
14 frameworks & templates — across 4 categories
Getting Started
First 90 Days Guide
90-Day Roadmap
Assessment Checklist
Understanding Customers
Customer Tiering Template
Account Health Scorecard
Account Plan + QBR Prep
Customer Engagement Playbook
Building Your Team
CSM Performance Rubric
CSM Hiring & Interview Guide
CS KPI Dashboard
CS Team Skills Assessment
Aligning the Org
Cross-Functional Practice Tables
Change Management Playbook
90-Day Communication Plan
Notify Me at Launch
Early access pricing · Moves to $197 at launch · No spam, ever
Susan Scobie
Customer Success Leader · Advisor · Coach
20+ years in enterprise CSBuilding and scaling high-performing CS organizations
Reactive → Proactive specialistBreaking the structural trap that keeps CS teams stuck
Cross-functional leaderDeep expertise across CS, Sales, Product, and Tech
Enterprise networkExtensive US network of enterprise client relationships
About Susan
"CS teams aren't reactive because they're doing it wrong. They're reactive because nobody gave them the time, the tools, or the leadership support to build something better."

Susan Scobie has spent two decades inside the trap — and helping others get out of it. She knows what it looks like when a CS team is buried in escalations, cleaning up Sales' promises, and running on processes nobody has had time to modernize. She's seen what it takes to break the cycle — and what happens when leadership doesn't prioritize it.

The Surge CS 90-Day Toolkit is the system she built so CS leaders don't have to figure it out alone. Every framework, every template, every practice table is drawn from real engagements — refined across organizations where CS finally got the space and structure to succeed.

This isn't a course. It's a toolkit. Open it Monday. Use it Tuesday.

Early access includes: In addition to the toolkit, you'll get two personal 30-minute sessions with Susan — a kick-off in your first two weeks, and a second session whenever you choose within 90 days.