The answer to connecting with customers lies in the relationships you build and the tools you put in place to support collaboration. Consistency is essential in prospect interactions to ensure a good relationship moving forward. These customer touchpoint templates will help you align your goals and distinguish you from the competition as you prioritize customer connections and customer success.

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
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:
Depends on type of project

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