Battle-tested templates for account strategy, renewal prep, handoffs, meeting prep, and follow-ups. Built in collaboration with GTM all-stars like Kristi Faltorusso, David Karp, and Scott Leese.
Five essential templates. Download any one, or grab them all at once.
Plan accounts that grow
A structured framework for building strategic account plans that drive expansion and retention. Map stakeholders, score risks and opportunities, set quarterly milestones, and align your team around a clear path to growth.
Never lose a renewal you should have won
Everything you need to run a flawless renewal process, from 90 days out to close. Includes a countdown checklist, value documentation framework, stakeholder sentiment tracker, and objection handling playbook.
Eliminate the post-sale black hole
Ensure nothing falls through the cracks during the critical sales-to-post-sales transition. Transfer deal context, introduce stakeholders, align expectations, and set up a 30-day success plan from day one.
Walk in prepared, walk out with progress
Walk into every customer meeting prepared, confident, and with a clear agenda. Covers executive business reviews, check-ins, escalation calls, and strategic planning sessions with pre-built talking points.
Turn conversations into commitments
Turn every conversation into documented progress. Structured follow-up templates that capture commitments, assign next steps, and keep momentum between touchpoints with both internal and customer-facing formats.
One registration. All five templates. Instant delivery.
Created by industry-leading experts. Each collection retails for hundreds of dollars, but you can get any of them completely free by scheduling a BackEngine demo.
Enterprise Account Mastery
Revenue Leadership Playbook
Customer-First Operations Framework
These templates are powerful on their own. But imagine if AI agents could fill them out, enforce them in every interaction, and surface risks before you even ask. That's what BackEngine does.
