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Invictus Guild Summit: Axiad Overview
Wednesday, March 24, 2021

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Invictus ISOP: Customer Success
This whitepaper provides a comprehensive framework for designing, operationalizing, and optimizing a Customer Success organization in B2B SaaS, covering team structure, processes, tools, metrics, and cross-functional alignment to drive retention, expansion, and customer satisfaction.

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Board Deck Template
This board deck outlines the structure, content, and strategic focus areas for quarterly board meetings at Invictus, including financial performance, sales and customer metrics, operational updates, and strategic initiatives to guide executive decision-making and governance.



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New Guides for You

Building a Data Analytics Function
with Datateer

Building Applied AI Use Cases In Your Product
with Vignesh Mohankumar

Leveraging AI in Development
with Vignesh Mohankumar

Optimizing Cloud Costs
with Claire Milligan

Scaling Sales With GTM Tech Automation
with Ted Glasnow

Measuring CS Performance and Aligning It With Compensation
with Amy Hudson

Scaling Sales With GTM Tech Automation
with Ted Glasnow

Leveraging Clay to Build, Enrich, and Prospect Against Lists
with David Moreira

Building and Optimizing an ABM Campaign
with Mark Kilens

Conducting Primary Research to Inform GTM
with Brady Jensen

Improving Conversion Rates with Opportunity Reviews

Building an Outbound Sales Pipeline
with Sally Duby

Improving Company Visibility in LLM Search Results
with John Short

Building and Optimizing an ABM Campaign
with Mark Kilens

Conducting Primary Research to Inform GTM
with Brady Jensen

Building an Outbound Sales Pipeline
with Sally Duby

Optimizing Cold Email Outreach
with Elyse Savaki

Optimizing Cold Email Outreach
with Elyse Savaki

Measuring CS Performance and Aligning It With Compensation
with Amy Hudson

Handling Feature Requests
with Rob Zambito

Running “Save” Programs for At-Risk Accounts
with Jeremy Silver

Building and Scaling a Customer Support Function
with Steve Kenning

Building an AI Chatbot
with Crafted Solutions

Balancing Data and Relationship Insights to Prevent Churn
with Amy Hudson


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Building Applied AI Use Cases In Your Product
with Vignesh Mohankumar

Leveraging AI in Development
with Vignesh Mohankumar

Optimizing Cloud Costs
with Claire Milligan

Establishing AI Governance and Compliance Strategy
with Barbara Lawler

Incorporating AI Into Your Product Strategy
with Prodify

Reporting on Product to the Executive Team and Board as a Product Leader
with Sarah Korval

Planning and Managing a RIF
with Andreea Boier

Setting and Managing Data-backed OKRs
with Harry Siggins

Optimizing ATS Reporting
with Frank Vanco

Accelerating Growth And Development For Teams and Individuals
with Whitney Johnson

Taking a Science-backed Approach to Feedback
with OneGuide Network

Realizing Cost Savings with Workforce Management
with Axis HR



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Invictus ISOP: Customer Success

Board Deck Template

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Invictus Guild Summit: Customer Success Roundtable

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Invictus Guild Summit: Human Capital