Customer Success Templates

Customer Success Templates from PandaDoc

Success Plan Template

Success Plan Template

This template is great in helping members of your Customer Success team communicate the pillars of success they can expect to receive from your product or service. Use this template to set clear expectations and goals for your CSMs and their customer accounts.

Quarterly Check-in Template

Quarterly Check-in Template

This template is great in helping members of your Customer Success team communicate the pillars of success they can expect to receive from your product or service. Use this template to set clear expectations and goals for your CSMs and their customer accounts.

Monthly Check-in Template

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.