Customer Success template
Overview
Use TemplateCustomer Success eliminates the customer-vendor relationship and ensures that both parties work together as a partnership. This template captures all the necessary information required to nurture your customer relationships and ensure that projects are delivered successfully.
Whether its staging meetings, agreeing on actions or simply managing contact details, this template sets the foundations for the management of long and prosperous customer relationships.
The quick-and-easy ability to edit your information means that you can add customers, meetings and actions, without the risk of data loss. The additional dashboard shows, at a glance, what is outstanding and the renewal status of your portfolio.
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