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  • Folder

  • Intermediate

This is the perfect way to track a customers's latest activity, contacts, account renewals, and risks. With your playbook just a click away, account management will be a breeze!

Template Includes

    • +2
    • UP FOR RENEWAL, ONBOARDING, RENEWED, NURTURING, CHURNED

  • Client Success Playbook
  • Getting Started Guide
  • Feedback Form
  • Renewal
  • Engagement
  • NPS Score View
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