When it comes to maintaining and growing a loyal customer base, customer success is one of the most important roles in your business. Use this customer success plan template to provide a stellar customer experience!
Customer Success Plan
Add template to your ClickUp accountTemplate Includes
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ACTIVE SUBSCRIPTION, AT CHURN RISK, CHURNED, COMPLETE, NEW CUSTOMER, ONBOARDING
- Subscription Type
- Contract
- Account Stage
- Personal Email
- Issue Description
- Location
- Escalation?
- Customer Tier
- Client Site
- Issue Type
- Agreed Rate/Hour
- MRR
- Customer Health
- Personal Number
- 📈 Progress
- New Customers
- All Customers
- Onboarding Customers
- Customers by Health
- Getting Started Guide
- Client Journey
- Customer Handover Form
