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Monthly Check-in Template

Similar to the Quarterly Check-in Template, this one provides the same information and just allows you to send it to your customers in a monthly cadence rather than a quarterly one. This template is another way Customer Success Managers can save more time and get more done.

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Monthly Check-in Template

Similar to the Quarterly Check-in Template, this one provides the same information and just allows you to send it to your customers in a monthly cadence rather than a quarterly one. This template is another way Customer Success Managers can save more time and get more done.