Ebook Library

Explore Matik’s free ebooks to learn how to connect data and transform it into automated, personalized content like presentations, reports, and one-pagers that align messaging, scale best practices, and tell consistent data stories.
How to Build an Operations Strategy for Customer Success
Key signals it’s time to build or scale your CS ops function
Where ops can move the revenue and CS needle fastest
Practical steps for getting started
Common traps to avoid
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The Ultimate ROI Kit
Grade your ROI Metrics Quiz
Review How to Calculate ROI
How-To on Communicating ROI Effectively
Free Template: ROI One-Pager
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Playbook: Creating End of Year Emails
Why send end of year emails?
Hyper-personalization
The playbook steps
Define the who & why
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The Ultimate QBR Kit
Quiz: Grade Your QBR
How to Create Engaging QBRs
Common QBR Mistakes and How to Avoid Them
Template: The Essential QBR
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The Customer Retention Handbook: Every CS Team’s Guide to Retaining Key Accounts Year After Year
The importance of aligning with your customer & personalizing touchpoints
Why data-driven content matters
Types of data to use throughout the customer journey
How to prove product value
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How to Use Data to Build Customer Trust
Dive into trust: The cornerstone of customer retention
The customer journey explained
Getting started: Incorporating data-driven content
The key components of data-driven content
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