Use Asana’s templates to standardize how teams manage customer relationships. Grow faster, and make sure nothing falls through the cracks.

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Triple-digit growth is a lot for any organization, but for one of our size, with 15 years of history, it’s very rapid. With Asana, our client success team can take on three times the number of clients per rep compared to the other business units."
Kevin WeissVP of Client Success, Skai

Serve more clients, faster

Optimize how your customer success team works. Build out ideal processes, then standardize them with templates.

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Centralize customer information

Keep track of customer conversations, even when they happen on different tools. With 260+ app integrations, you can capture sales updates, customer data, and more—all in one place.

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Take care of your customers

Build a consistent customer experience with Asana templates. Standardize how teams serve and interact with clients, so you can always provide best-in-class service.

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Customer success templates

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1:1 meeting template banner image

1:1 meeting

Build trust and encourage collaboration with a 1:1 meeting template. Keep track of agenda items, meeting notes, and next steps in one place.

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Professional development plan template banner image

Professional development plan

Create a professional development plan template that works to both help you set professional goals and create an action plan to achieve them.

Employee offboarding checklist template banner image

Employee offboarding checklist

Organize your good-byes. Employee offboarding checklist templates streamline the process for departing employees and help everyone with the transition.

Team Goals Planning Example template card image

Team goals planning template

Get all the steps you need to draft goals, gather input, and put your objectives to the test.

Program roadmap template banner image

Program roadmap

Create a program roadmap template and know the exact structure of each program, how they operate, and their future plans—company-wide.

Knowledge management template banner image

Knowledge management

Create a knowledge management template and ensure that every team member prioritizes and organizes information the same way.

Weekly schedule template banner image

Weekly schedule

Don’t just track your weekly to-dos. Organize and schedule your tasks so you can always get your highest-impact work done. Learn how to create a weekly schedule template in Asana.

RACI matrix template banner image

RACI matrix

Team decision-making can be hard—a RACI matrix template makes it easier. Define each project task role to instantly boost clarity for all your stakeholders.

Email marketing calendar template banner image

Email marketing calendar

Create an email marketing calendar template to streamline scheduling and better connect with your customers.

Freelancer management template banner image

Freelancer management template

Assign, review, and track assignments in one central location with a freelancer management template.

Annual planning template banner image

Annual planning template

Set clear goals and streamline your planning process—so every level of your company is aligned on what’s important.

Kanban board template article banner image

Kanban board

Visualize your workflow with a Kanban board template. Quickly see the stage and progress of each task, so your team knows exactly what’s on track—and what needs attention.