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This content first appeared in Matik Monthly, Issue #38 for May 2026. Stay up-to-date with our latest guides, templates, how-tos, and more by subscribing here or viewing past Matik Monthly issues. Great for Ops, CS, Sales, and Enablement teams who want practical resources they can put to work right away.
Matik Monthly May 2026: How to Show Customer Value Between QBRs
QBRs are a great opportunity to show customers value, but they shouldn't be the only touchpoints before renewal. The best CS teams are finding ways to demonstrate impact more than just once a quarter. This month, we're sharing resources and real examples to help you build a customer journey that keeps value front and center all year long.
AI + Post-Sales Summit
Everyone's talking about AI. Join us on June 4th to see how post-sales teams are actually using it, with real workflows and real results. It's free, virtual, and built for CS, ops, and sales teams.
Content for the Customer Journey
Providing the right information at the right time is the foundation of a great customer experience. This one-pager shows exactly what data and content your CS team should share at every stage of the customer journey, from onboarding to renewal and expansion.
Surviving the Cut Webinar
In the current economic climate, proving ROI is no longer optional when it comes to renewals. Learn how to ground ROI in customer goals, build the calculation, and communicate it in a way that lands with economic buyers.
QBR One-Pager Template
You do not need to build your reporting from scratch every time to make an impact. Use this ready-to-use template for building a crisp, data-driven QBR one-pager that your customers will actually want to read.
Show & Tell: Salesloft’s Cadence Audit
Learning how other industry leaders use data can help you find new ways to improve your own workflows. See how Salesloft uses Cadence Audits to surface where reps lose momentum and turn customer data into strategic, targeted conversations.
Show & Tell: Hackerone’s Monthly Account Review
Strategic conversations require more than just raw numbers. See how HackerOne runs monthly Account Success Reviews that go beyond reporting, using customer data and tailored recommendations to reinforce value and drive strategic conversations.
How Matik Automates Data-Driven Content
Matik automates personalized, data-driven content at every stage of the customer journey, powered by AI you can trust. Instantly generate insights, align messaging, and scale best practices across every customer.
Learn how Matik helps you turn customer data into action. Learn More →
From Around the Web: Building a Value-Driven Customer Journey
These resources from around the web explore how CS teams are keeping their value front and center all year long.
28 Ways CSMs Can Make Their Value Impossible to Ignore
Discover a comprehensive list of practical strategies and actions that Customer Success Managers can take to ensure their impact is recognized by key stakeholders throughout the year.
6 Ways to Cultivate Relationship Value In Your Daily CSM Role
This resource provides actionable tips for building stronger, more value-driven customer relationships during daily interactions rather than waiting for formal reviews.
Proactive Customer Success: Stop Reacting, Start Preventing
Learn how to shift from a reactive service model to a proactive approach that uses customer data to identify and prevent issues before they impact the renewal.
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