What's new in Customer Marketing Alliance membership plans
Thinking about bagging yourself a customer marketing membership plan? Want to see how much bang you'll be getting for your buck first? We get that.
Here's a month-by-month breakdown of what our existing members have been privy to. 👇
June 2025
Templates:
Exclusive Content:
Shaping strategy with real customer input in the AdTech space
May 2025
Templates:
Time to value (TTV) framework
Exclusive Content:
How to prioritize and allocate resources for scalable customer marketing
April 2025
Templates:
Up-sell templates
Exclusive Content:
The AI behind Workday’s high-impact advocacy program | Workday
March 2025
Templates:
Customer journey map
Customer Success strategy template
Exclusive Content:
Why GoCardless moved advocacy from marketing to customer success
How lifecycle marketing transformed customer engagement and advocacy at Ivanti
OnDemand:
Customer Marketing Summit, New York
February 2025
Templates:
Empathy map template
Ambassador performance tracking
Exclusive Content:
6 ways to remove friction in your customer advocacy
Building a winning business case that drives revenue growth
January 2025
Templates:
Competitive analysis framework
Content for each stage of the buyer’s journey
Exclusive Content:
Empowering advocacy: Using data and KPIs to secure resources
From stories to loyalty: Building advocacy and lifelong customer relationships
December 2024
Templates:
Customer persona template
Guide to pricing models
Exclusive Content:
How to build and structure a powerhouse customer marketing team
The future of customer marketing is here: Powered by AI
OnDemand:
Customer Marketing Summit, London
November 2024
Templates:
Beta test survey questions
Post-event engagement plan template
Exclusive Content:
10 tips for developing scalable customer retention and lifecycle programs
Revolutionizing storytelling through remote video capture
October 2024
Templates:
Post-purchase follow-up strategy template
Battlecard template
Exclusive Content:
Building a successful customer marketing program
Tools for success in single-product vs. multi-product environments
September 2024
Templates:
Content mapping template
ABM roles & responsibilities monthly checklist
Exclusive Content:
Building an effective customer advocacy program
Transforming customer reviews into enterprise-wide battle cards
OnDemand:
Customer Marketing Summit, San Francisco 2024
August 2024
Templates:
Daily standup template
Customer success story template
Exclusive Content:
No pain, more gain: Identifying and resolving customer pain points for optimal digital experiences | PayPal
Harnessing the power of customer videos | ShoutOut
Reports & eBooks:
State of Customer Marketing Report 2024
July 2024
Templates:
Segment sentiment audit checklist
Marketing calendar template
Exclusive Content:
Curate, collaborate, cultivate: Transforming communities through curation | TED
From basics to beyond: Leveling up your customer community| Rubrik
June 2024
Templates:
Customer feedback management framework
Marketing ROI calculator
Exclusive Content:
The secret to customer advocacy and sales alignment success | Mendix
From background to C-suite: Elevating customer marketing's voice in leadership | BMC Software
May 2024:
Templates:
Cross-sell/upsell opportunity matrix
New hire onboarding checklist
Exclusive Content:
Winning hearts and minds: The secret to building brands that last | LinkedIn
The secret to customer loyalty: How to deliver personalized experiences built on trust | Autodesk
Reports & eBooks:
How to set up a customer marketing team: The first 30, 60, and 90 days | Playbook
April 2024:
Templates:
Competitor SWOT analysis
Account research template
Exclusive Content:
Unleash bold customer marketing: Ditch the comfort zone | Workday
Bridging borders, inspiring customers: Key strategies for impactful global marketing programs | Google
OnDemand:
Customer Marketing Summit, Boston 2024
March 2024:
Templates:
Customer onboarding framework
Campaign planning template
Exclusive Content:
Winning over executives with customer marketing metrics | Adobe
The secret recipe for a winning customer engagement strategy | ICE Mortgage Technology
February 2024:
Templates:
Customer journey map - Framework
NPS analysis template
Exclusive Content:
Strategic branding: The #1 key to next-level customer program adoption | Dropbox
The power of partnership: Strategies to cultivate internal advocacy | Airtable
OnDemand:
Customer Marketing Summit, Virtual 2024
January 2024:
Templates:
Customer renewal strategy planner - Framework
Customer advocacy program blueprint - Framework
Exclusive Content:
Crack the executive code: 7 steps to a CMO-approved charter | F5
4 essential strategies to future-proof your community | Jamf
Early access to Customer Marketing Salary Report 2023/24.
December 2023:
Templates:
Content for each stage of the buyers journey - Worksheet
Voice of the Customer (VoC) - Framework
Exclusive Content:
How to cultivate crucial internal partnerships for faster growth | Coupa, Druva, and LRN
November 2023:
Templates:
B2B segment profile interview questions - Masterlist
Messaging - Framework
Exclusive Content:
Navigating the post-sale landscape: Key strategies for customer loyalty | Github
Unleash the power of customer stories: Tips to maximize real advocate voices | Menlo Security, PlayPal, and Coupa
Event strategy simplified: Choose the right format for your goals | LRN
October 2023:
Templates:
Video production brief - Template
Video production brief - Example
Exclusive Content:
From zero to hero: Leveling up our awards program to wow customers | Informatica
Boost customer loyalty and drive expansion for sustainable business growth | Talkdesk
September 2023:
Templates:
General marketing board reporting - Template
Engaging your customer marketing community - Checklist
Exclusive Content:
Solo customer marketing: How to scale impact with limited resources | DropBox
Amp up your marketing stack: How to get executive buy-in in 5 key steps | Influitive
August 2023:
Templates:
Content mapping - Example
Content mapping - Template
Exclusive Content:
Beyond references: How to find and grow invested customer advocates | Cisco, Yubico, Upwork, VMware, ShoutOut
Fine-tuning your B2B customer advisory boards for maximum success | SheerID
Early access to State of Customer Marketing Report 2023/24
July 2023:
Templates:
Checklist for assuring content quality - Checklist
CAB email invite - Template
Exclusive Content:
Building a customer-led COE: The 6 key steps to success | F5
Make every interaction count: 4 key success strategies for tailoring customer experience | Nutanix
June 2023:
Templates:
Checklist for growing MMR - Checklist
Converting freemium users to paid users - Template
Exclusive Content:
5 essential tips for demonstrating respect and driving engagement | Jamf & Taulia
May 2023:
Templates:
Career competency - Framework
Customer segmentation - Template
Exclusive Content:
Discover the power of the voice: Strategies for successful customer listening | Cisco
Evolving customer marketing strategies: Insights from industry experts | Influitive, Qlik, and UserTesting
April 2023:
Templates:
Conducting a webinar - Template
Social media guidelines - Framework
Exclusive Content:
Unlocking customer marketing success: Insights from industry leaders on structuring your team for maximum impact | Filevine, Dell Technologies and HackerOne
March 2023:
Templates:
Storytelling Framework - Example
Segment Hypothesis - Worksheet
Exclusive Content:
Top ten best practices for driving customer demand| Google
7 proven tactics to hit home runs with your customer marketing and advocacy programs | Crowdvocate
February 2023:
Templates:
Segment sentiment audit - Checklist
Tone of Voice - Template
Exclusive content:
How to build your brand through customer storytelling| Salesforce
Developing impactful advocacy programs| Asana, LRN and Facebook
January 2023:
Templates:
CAB strategy one-pager
B2B persona questions - Masterlist
Exclusive content:
Customer marketing: Delighting customers at scale | Swoogo
What I learned from some of the best customer marketing and advocacy teams in the world | Crowdvocate
December 2022:
Templates:
B2C persona questions - Masterlist
Win/loss email invite templates
Exclusive content:
Stand out from the crowd by adding a human touch to customer marketing | Proofpoint and Fiverr
3 points to help you engage your customers with effective communication | Lemax and ThroughPut Inc
November 2022:
Templates:
Messaging framework
Customer cast study questions Masterlist
Exclusive content:
Early access to Customer Marketing Salary Report 2022
Get ahead of churn and boost revenue: Aligning on product adoption | Appcues
October 2022:
Templates:
Inactive user template
Competitive intel checklist
Exclusive content:
The three building blocks every advocacy program needs | Influitive
How consumer choice and cloud hyperscalers have changed the way B2B products are brought to market | Telus Partner Solutions
September 2022:
Templates:
Storytelling framework
Follow-up emails for non responsive prospects template
Exclusive content:
Establishing a customer marketing strategy and developing advocates | Maze and Zendesk
How customer marketers should improve their engagement and marketing for 2022 | Webflow
August 2022:
Templates:
B2C buyer persona template
B2C buyer persona example
Exclusive content:
Early access to the State of Customer Marketing Report 2022
A/B testing: Your ticket to defining high-intent customers for funnel acceleration | Toast
Building and scaling up your customer reference program to support business growth | Temenos
Prioritize personas to build a detailed lifecycle framework| Sovos
July 2022:
Templates:
Cross-selling email template
Product upselling email template
Exclusive content:
Turning loyal customers into raving champions | HPE and Jamf
