CS Knowledge Base (Articles, Playbooks & Onboarding)

A public, open-source library of Customer Success (CS) articles, playbooks, templates, and onboarding plans.

Quick Start

1. Read the structure below and add content in docs/ (Markdown).
2. To publish as a website, enable GitHub Pages and use the included MkDocs workflow.
3. Follow CONTRIBUTING.md for style, naming, and structure.

Repository Structure

docs/
  index.md
  articles/
    sample-article.md
    templates/
      article-template.md
  playbooks/
    QBR-playbook.md
    Renewal-runbook.md
  onboarding/
    30-60-90-template.md
    csm-onboarding-checklist.md
  checklists/
    qbr-checklist.md
    renewal-checklist.md
.github/
  workflows/
    deploy-mkdocs.yml
    lint-markdown.yml
  ISSUE_TEMPLATE/
    bug_report.md
    feature_request.md
  pull_request_template.md
.gitignore
LICENSE
NOTICE
CONTRIBUTING.md
CODE_OF_CONDUCT.md
mkdocs.yml

Content License

• Content (Markdown in docs/): CC BY 4.0 (see NOTICE).
• Code/config (workflows, mkdocs.yml): MIT (see LICENSE).

How to Publish as a Site (MkDocs + Material)

1. Push this repo to GitHub.
2. In Settings → Pages, set Source: GitHub Actions.
3. The Deploy MkDocs workflow will build and publish to https://.github.io// after each push to main.

Contributing Principles

• Outcome-first; practical, copy-pasteable snippets.
• Use clear headings, short paragraphs, bullets, and examples.
• Prefer templates and checklists for repeatable tasks.
• Keep files small and focused; link related docs.

Maintainers

• List maintainers & responsibilities here.