Downloads

Welcome to all book and training course customers – your customer success skills are our passion! On this page you can access all of the tools and templates from the book and training program, either individually one-by-one or by downloading them all within a single zip file.

Note: Please be aware that we have a continual process of refinement and improvement based upon both our own advancement in knowledge and skills and (equally importantly) based upon the feedback we receive from people like you who are out there using these tools in the real world. You may therefore find that you occasionally come across small differences in how things work or what things are called within any one tool or template.  Please don’t let that put you off downloading and using it – we won’t make any changes that we don’t consider to be for the better, and although it hasn’t happened yet, if we do make any significant enough changes to require new instructions then we will be sure to include those instructions within the tool itself.

Disclaimer: Visitors to this site are welcome to download and use these tools and templates as they see fit, including customizing them to suit their own specific needs. PracticalCSM.com gives no guarantee as to the benefits of using these tools and templates, nor does it take responsibility for any problems arising from using them. Users therefore must accept full responsibility for the download and use of these tools, should they decide to do so.

Instructions: To download a file simply right click it and select “Save File As…” or equivalent, then select a destination folder and press Enter to begin the download.

Want to learn more?

Email us at sales@practicalcsm.com to arrange a no charge initial consultation.