A single-file HTML reference tool covering the full strategic CSM practice — from pre-meeting prep to weekly planning to portfolio health tracking. Built on Chad Horenfeldt's Strategic Customer Success frameworks.
Built around industry-proven frameworks from Strategic Customer Success
Open questions, Affirmations, Reflections, Summaries — the foundation of meaningful customer conversations
Success, Obstacles, Options, Next Steps — structured problem-solving with motivation matrix
Appreciate, Confirm, Engage — the meeting opener that builds rapport and sets clear agenda
Success, Pain, Obstacles, Options, Next Steps — expansion framework for upsell conversations
Reflect, Focus, Schedule — weekly planning ritual with prioritized focus items and calendar audit
Purpose, Limits, Audience context, Needed output — AI prompting framework for CS prep work
No backend, no dependencies, no login required. Everything runs in the browser and persists via localStorage.
Meeting frameworks, discovery question banks, QBR checklists, feature request guides, and de-escalation playbooks — all the CS knowledge you need in structured, searchable sections.
Weekly RFS planner, client health tracker with Red/Yellow/Green status, and hero journey mapper — tools that store data locally and export to plain text.
Bob London's radically authentic discovery questions, vague-to-measurable outcome conversion guide, and call assessment scorecard with interactive sliders.
3-phase detection/categorization/mitigation system with weekly risk checklist and 11 toggleable risk category flags for portfolio tracking.
JRP development checklist (120-day), SPOON expansion framework, and structured renewal conversation guides with objection handling.
PLAN framework with 3 ready-to-use prompts for pre-meeting briefings, discovery question generation, and call assessment — designed for Claude and ChatGPT.
Three core tools for daily CS practice with local storage and export capabilities