Client Velocity Playbook

Everything You Need To Build A High-Performing Customer Process

Transform Your Practice in 90 Days

You don’t have months or years to spend experimenting with suggestions that might improve your results. What you need is a totally new methodology tailored to drive your results. The Client Velocity Playbook enables you to build a complete process that can be designed and implemented in less that 90 days to radically transform your results.

A Complete Methodology In A Box

The Client Velocity Playbook is not like the conventional approaches everybody else is using. It takes you the full distance from deep learning all the way to a fully implemented new playbook. Step-by-step guides ensure you quickly build your playbook, with simple to use templates for designing each process. And access to live coaching by experienced customer success leaders ensures success.

The Conventional Ideas Don’t Work

You’ve been to the conferences, read the blogs, and listened to the podcasts. But nothing you’ve heard can significantly transform your practice and your results. You sense that the conventional ideas just don’t work. You need to radically up your game. It’s time for something genuinely new.

A Powerful New Way To Build Process

Video Training

In-depth video training from leading experts

Step By Step Guides

Detailed instructions for building your playbook

Prebuilt Templates

Structured templates for every task

Expert Coaching

Access to experienced leaders for advice and answers

The Playbook Courses

The Client Velocity Playbook is comprised of 10 courses which are listed below. Each course begins with in-depth video training to make you an expert in the subject. Next, you are guided step-by-step through a process to apply the Client Velocity principles to your company, and build your playbook using pre-built templates. The result is a well-documented process that you can use to explain your process within the company, train your team, manage, measure, and improve perpetually.

The Client Velocity Framework

The High-Fidelity Hand Off

The Onboarding Playbook

The Ultimate Success Plan

Success Tracking

The Ultimate Quarterly Review

The Renewal Playbook

The Red Account Playbook

Organization, Roles, & Hiring

Success Operations

The All-In-One Solution for Customer Success

Get Started Building Your Playbook Now

Complete your playbook in 90 days

Unlimited access for 12 months

Accessible from Mobile Devices

Everything You Need Is Included

The Client Velocity Playbook includes everything you need to build your customized high-performance customer success process. It combines step-by-step guides to quickly build your playbook, with simple to use templates for designing each process, extensive video training, and live coaching by experienced customer success leaders.


In-depth video training on all key customer success topics.


Step-by-step guided tasks produce all the necessary processes in your playbook.


Dozens of structured templates make it easy to build the playbook quickly.


Access to expert coaches who advise on customizing the playbook for your business.

Radically Improve Your Results

Companies that have implemented the Client Velocity Playbook have experienced phenomenal improvements in their customer success performance.


CV Playbook

More Clients



More Sales



Less Effort

Get Started Creating Velocity

Choose between completely self-guided and live expert coaching and training options…

The Playbook is available in 3 different versions:

  • Basic includes access for 1 user with email support.
  • Accelerate offers up to 5 users with 5 hours of remote expert coaching.
  • Transform increases users to 10 and coaching hours to 10, and adds 2 hours of live (remote) team training.

Contact Us with any questions or to learn more.



  • ALL Courses
  • 1 Year Access
  • 1 User
  • Unlimited Email Support
  • Unlimited Online Access
Get Basic


  • ALL Courses
  • 1 Year Access
  • 3 Users
  • 5 Hours Expert Coaching
  • Unlimited Email Support
  • Unlimited Online Access
Get Accelerate


  • ALL Courses
  • 1 Year Access
  • 10 Users
  • 10 Hours Expert Coaching
  • 2 Hours Team Training
  • Unlimited Email Support
  • Unlimited Online Access
Get Transform