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.

Customer Success Plan Templates

When asked about the major goal of their business, many entrepreneurs speak about increasing revenues, expanding client reach, entering new markets, or providing high-quality services or products. However, to achieve these objectives, you should prioritize customer satisfaction. If you manage to keep your clientele happy, all other things mentioned above will not be late in coming. Given the mission-critical importance of customer success, it is necessary to come up with a customer success strategy presentation as a roadmap for your personnel to follow.

Why You Should Have a Client Success Story Template Handy

There are several reasons that make entrepreneurs appoint a customer success manager who is responsible for drawing a customer success plan example for the organization. Such a document helps them to:

If you want all of these good things to happen to your organization, you should know how to tackle the creation of a customer success plan. 

Essentials of Writing a Customer Success Report Sample

Client success plan samples may have different guises. But whether it is a sales to customer success handoff template or a customer success email template, its creation is subject to the same rule of thumb. 

1. Understand how customers view success

To do this, you should involve all departments (sales, marketing, product, engineering, etc.) and list everything a client should do to use your product or service successfully.

2. Build a customer journey map

All the actions on the list should be mapped out on a timeline, thus forming the customer life cycle.

3. Identify the vital activities

Determine which customers’ activities have the greatest frequency and impact by yielding the highest engagement or revenue.

4. Determine benchmarks and metrics

Success is a too general and vague notion, so its measurement and description have to rely on some more tangible indices and numbers. These typically come from the sales and marketing departments and should be sifted through to select those that bear on customer success and can be treated as benchmarks to proceed from.

5. Update and iterate

Any plan isn’t carved in stone. In the world of sweeping changes, the rock-solid set of guidelines isn’t going to satisfy the ever-vacillating requirements of the market. So be ready to revisit your customer success strategy on a regular basis and fine-tune or even significantly overhaul it to keep it aligned with the company’s business goals and clients’ shifting purposes and preferences. 

As you see, creating a success plan is a no-joke task that can be entrusted only to experts in the field. If such a job is above your head or will be a tough row to hoe for your employees, it makes sense to make use of the ready-made templates. 

Customer Success Templates Offered By PandaDoc

We have several boilerplate samples to gauge the customer success of your business that can be customized to cater to the needs and nature of your organization and the peculiarities of your target audience.

The overarching goal of the customer success team is to step up customer retention and decrease customer churn. Having these templates at their disposal, they can make creating, modifying, sharing, and distributing their pipeline documentation a breeze. Instead of bothering with paperwork, they will be able to focus on the practical steps aimed at improving multiple aspects of their relationships with clients with an eye on delivering value to the clientele as a chief priority.

Let PandaDoc become a reliable partner in your efforts to ensure the customer success of your business!

Customer Success FAQ

How do you write a customer success plan?

Start by highlighting the goals your organization is currently pursuing while dealing with the clientele (reducing customer churn, increasing customer reach, etc.) and define tasks and deliverables to focus on. Then, collect customers’ expectations from available sources to align them with the defined goals. Next, opt for the engagement model that suits your enterprise and target audience the most. Finally, determine messaging and engagement flows that will enable you to take customer satisfaction to a new level.

What are the three pillars of customer success?

Customer success is a complex dish that has three major ingredients:

  • Proactivity. Don’t wait for a customer to ask for your advice. Meet them halfway and offer thought leadership each time you provide value to them.
  • Support. Make clients feel they are special and convince them that they can count on your resources to address their problems.
  • Responsiveness. Whenever customers reach out for your help, react promptly to show them they are important to you.

How do you build a customer success framework?

The customer success framework is called to make sure your clients turn into your advocates as soon as they realize the value your product or service brings. First, you should identify the stages of the client lifecycle. Next, you come up with a list of customer actions at each phase. Then, you try to assess their expectations at each stage. Finally, you pinpoint methods and tools that enable them to achieve their consumer or business goals at each level.