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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!

Template Includes

    • +3
    • 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
  • ­čôł Progress

  • New Customers
  • All Customers
  • Onboarding Customers
  • Customers by Health
  • Getting Started Guide
  • Client Journey
  • Customer Handover Form
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