Customer Success 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: