Inspired by the memory of a dear friend—a devout Christian and life coach whose generosity knew no bounds—I’m offering my entire suite of business resources for free until March 2025. My friend believed in helping others, especially those who were trying to create something meaningful out of nothing. And now, I’m following her lead by offering these tools to those who may be facing their own struggles, whether they’re rebuilding after a disaster or simply trying to grow their business during tough times.

In today’s competitive landscape, the ability to maintain and grow customer relationships is paramount, especially for startups and small to medium-sized businesses (SMBs). Implementing a Customer Success Management (CSM) framework is not merely an operational choice but a strategic necessity that can define the trajectory of your business. This guide is designed to help you create a foundational CSM framework that is not only functional but also scalable, reflecting the unique needs and capabilities of your organization.