๐ŸŽ‰ Customer Success Review

Use this free online template to evaluate your past and present customer success!

Who doesn't love an opportunity for a do-over? When you're reviewing your customer success, make sure to hit the main points: customer feedback, satisfaction rating assessments, and past errors. We know that this sounds like triple checking our work--but all good things start with doing research!

Creating a product and making sure there are no bugs is critical to the success of a business. However, you must also make sure that your users are happy and that their concerns are properly addressed! We created this Customer Success template so that you can evaluate how you are doing with customer feedback and success.

This template creates the following areas:

  1. ๐Ÿ’ผ Executive Business Review and Purpose
  2. ๐Ÿ“” Last Quarter Review
  3. ๐Ÿ’ฌ Support Review
  4. ๐Ÿฅ Health Scorecard
  5. ๐Ÿ”„ Lifecycle Stage
  6. ๐ŸŽฏ Benchmarking
  7. ๐Ÿ“ˆ Product Usage
  8. ๐Ÿฅ… Goals and Recommendations
  9. โ†—๏ธ Summary and Next Steps

Simply copy this template into your workspace and get started!