Looking for an online Customer Success Management Template? This digital version of a Customer Success Management Template is set up in Airtable, ready for you to use. Not an Airtable user yet? Sign up here for free to get started.
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Customer success and onboarding is essential to driving your business forward and ensuring retention. With this powerful implementation and onboarding tool, you can monitor the customer journeys and the overall health of your customer relationships. Account management can start with assigning the correct CSMs, tracking every meeting, entering resultant tasks that arise from them, and then tracking how your team is pacing on deliverables. Project management is made easy when you can visualize your schedule with calendar view, or gain an overview of the customer pipeline with Kanban view.
A contact manager, revenue and billing system is also built into this workflow, allowing you to assess monthly recurring revenue, net negative churn, and growth opportunities for each account.
Finally, Blocks allow you to power your workflow even further: generate invoices and meeting agendas with the page designer block, track time spent on tasks, and view the status of deliverables with the chart block–all this and more in an easy, collaborative interface that will get your team working together on customer success and business growth.