Be Proactive, Not Reactive

CS Teams need to be proactive in their approach with clients, so just talking to them when something is wrong or during renewal time is simply not enough. Regular check ins with your clients can help to show your value and encourage more usage of your product, and if you do it right, they can all be automated and not require much of your CSMs valuable time.

Below you will see several templates that you can preview and download to use with your own teams. Feel free to change any of the colors or branding to better suit your needs, and fill in with the content that makes the most sense for your company. 

 

Customer Touchpoint Templates for Download

Monthly Scorecard

Scorecard image
Full Description:

Provide regular status updates to your clients so they know where they stand in terms of usage and overall experience with your product or service. Simple and clear data points are all that is needed to alert them to the value they are receiving. 

Target Audience:
Users and Leadership
Frequency:
Monthly basis

Milestone Tracker

Milestone image
Full Description:

This Excel style milestone tracker allows you to visually show your clients if they are tracking in the right direction or not as they progress through your partnership. 

Target Audience:
Leadership
Frequency:
Depends on type of project

Gain Further Understanding of Customer Touchpoints Below...

The articles below will help give a better understanding of the importance of Customer Touchpoints and other best practices of Client Success teams.

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