Customer Success Management
Template
The way a company manages its customers can determine whether their outcome will be good or bad. A Customer Success Process creates a roadmap with defined tasks, milestones, and alignment throughout the whole lifecycle of a company’s account.
Use template now
Template structure
See how this template is structured. As this is just an example, you can customize it.
Start form
- Assignee
- Company Name
- Account size
- Contact person
- Contact e-mail
Contact
Make the first contact with your new customer.
- Handoff Sales
- 1st Contact Attempt
- Replied
- Didn’t Reply
- 2nd Contact Attempt
- Replied
- Didn’t Reply
- 3rd Contact Attempt
- Replied
- Didn’t Reply
- Detail how was your contact with the new customer
Implementation
If the customer needs aid in the implementation, define how it will be done.
- Implementation needed?
- Yes
- No
- Next implementation meeting
- Next steps
Adoption
Follow up the adoption process.
- Feature Requests
- Websession after X days
- Total User Count After X days
- Next Follow-up
Nurturing
Nurture these new customers and find out their requests.
- Bugs found
- Client’s requests
Periodic Review
Perform a periodic review on this customer needs and search for expansion opportunities.
- Next Review
- Case study opportunity?
- Yes
- No
- Is there an expansion opportunity?
- How the expansion process will be performed?
Done
Welcome aboard
Trusted by 60k users, this could be the beginning of something great.
Use this template