Image represents Customer Success Management Template
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The Customer Success Dashboard Template makes it easy to keep track of your customers and their agreements.

  • Customer/Client Success

Sample Uses

Use this template to:

  • Track customer agreements, details, and renewal dates in a central location.
  • Get a quick overview of all your customer relationships.
  • Focus your time and efforts on customers who are at risk.
How to Use:
  • Create a Task for each new customer in the New Customers column.

  • Add any relevant information to the Task, such as a link to the signed agreement and your point of contact.

  • Track the contract’s renewal date by entering it as the Task due date.

  • When the onboarding process of a new customer begins, move the Task to the Onboarding column.

View the full process