The Customer Success Dashboard Template makes it easy to keep track of your customers and their agreements.
Roles
- 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.