Customer Success Template

Free space template

Use this template to organize all the resources you need as a CSM:

CRM account details

When it comes to customer success, good documentation in your CRM is irreplaceable. Use a space to organize the most important contact records right from your CRM.

Customer docs

In the space, include important documents from your customer, such as IT requirements. Now you can quickly pull up the details instead of digging in your email or Slack.

Onboarding & beyond

Customer success hinges on your customer's experience with your product or service. With training materials front and center, you'll never forget to send that 101 onboarding guide or advanced training course.

With this Customer Success template, you get:

  • A reference for newer CSMs who don't know where to start.

  • A dedicated space to organize materials for each customer.

  • The option to share with team members.

Use with your favorite cloud apps:

Customer Success
Key Contacts
Account - Jay Smith | Customer champion
Salesforce Account
Account - Rajesh Patel | Team decision maker
Salesforce Account
Customer Docs
IT Requirements
OneDrive Word Document
Team Training Goals (per department)
OneDrive Word Document
Past Training Tools - Pros & Cons
OneDrive Word Document
Implementation Plan
TrainStation Implementation for SMBs
Google Slides
Implementation Action Items
Asana Project
Testing & Support Instructions
TrainStation Onboarding Steps
Notion Page
New Customer FAQ
Google Doc
Customer Training
Training Call - Getting Started w/ TrainStation
Zoom Meeting
How To Configure TrainStation | Vimeo
Customer Training Timeline
Airtable Base
Customer Satisfaction Survey
Customer Engagement Metrics
Renewal Rates (Annualized)
Google Sheet
TrainStation Contract (Draft)