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Image represents Customer Success Management Template
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The Customer Success Management Template helps customer success managers collaborate with customers via a shared board, so they can easily track bugs, IT requests, and other key information during a software deployment.

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Roles
  • Customer Success Manager
  • Customer

Sample Uses

Use this template to:

  • Prioritize bugs and IT requests.
  • Identify discussion topics for your next meeting.
  • Track customer’s issues and requests in a central location.
How to Use:
  • The Customer Success Manager creates a board for each Customer, using this template.

  • Then, the Customer Success Manager and Customer create new Tasks on their shared board in the following columns:

    MEETING AGENDA - Use this column for any topic either party wishes to discuss during their next regularly scheduled meeting.

    CUSTOMER PROJECTS - Enter the customer’s major projects and initiatives as Tasks in this column, so the CSM can share ideas for getting the best results from the software and/or suggest upgrades.

    IT REQUESTS - Enter any IT requests the customer has, such as for new features or integrations, as Tasks in this column. Add a priority (Low, Medium, Normal, or High) to indicate the importance of the requests.

    BUGS - Put any bugs into this column and prioritize them (Low, Medium, Normal, or High), so the CSM can work with IT to get them fixed in a timely manner.

  • The Customer Success Manager updates Tasks in the Bugs and IT Requests columns as needed with these labels: Not Started, In Process, Ready for Review, or Complete.

  • The Customer Success Manager updates Tasks in the Bugs and IT Requests columns as needed with these labels: Not Started, In Process, Ready for Review, or Complete.

View the full process