The tools these workflows run on
Every tool in the library, by category — and every workflow that uses it. Tools are interchangeable within a category; the play stays the same.
Accoil
Accoil is a customer-success consultancy with our own tooling. We build a benchmark with your team from your own successful customers – how they use the product and what they pay – and you approve it. Each week we check every account in the agreed segment against it, and the recommended move and its evidence land on the account record in your CRM, at a pace your team can run. Your team makes every call. Nobody from Accoil contacts your customers. We review what changed with you, and you keep the playbook, the benchmark and the analysis.
CS Platforms3
Product Analytics5
Deep product analytics – funnels, retention, and behavioural cohorts.
Session replay and behavioural analytics – see what users actually did.
CDP & Data6
Install, evaluation and license data for Atlassian app vendors.
Community and product signals unified into customer intelligence.
A warehouse-native CDP with open-source roots and an engineering-friendly setup.
Customer data platform that routes product events to your whole stack.
Tracks job changes for the buyers and champions that matter to you.
CRM3
CRM with marketing, sales and service hubs used across the funnel.
The system of record for revenue – accounts, opportunities, renewals.
Support6
Customer messaging and support with in-app messages and AI agents.
Atlassian's service desk – where engineering meets the customer.
Support ticketing at scale – and a goldmine of account-health context.
Lifecycle Messaging4
In-app Onboarding3
Changelog and announcements inside your product, with NPS as an add-on.
Collaboration3
Billing2
Data Warehouse1
AI Agents2
GPT models and APIs for drafting, summarising and automating CS work.
Every playbook, one download
All 32 workflows as print-ready playbooks — diagrams included. Plus every new workflow as we publish it.