Use Asana’s templates to standardize how teams manage customer relationships. Grow faster, and make sure nothing falls through the cracks.
Featured
Take care of your customers at each stage of their journey. Use pre-built action plans so your team always knows how to take the next step.
![[Templates] Post-Sales Handoff (Card image)](https://assets.asana.biz/transform/f9fa4005-1bcf-43d0-b78a-55f8f84c3569/TG23-web-thumbnail-026-kickoff-meeting-static-2x?io=transform:fill,width:1680&format=webp)
Post-sales handoff
Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.
![[Templates] Customer Feedback (card image)](https://assets.asana.biz/transform/9f02c069-de33-4d0c-a4e0-c2ac6a793622/-Template-customer-feedback?io=transform:fill,width:1680&format=webp)
Customer feedback
What if you could collect customer feedback in one place to finally figure out what they love and loathe? You’d probably have happier customers. Get started with this customer feedback template.
![[Templates] Pre-Sales Deal Support (Card image)](https://assets.asana.biz/transform/387f7b65-031c-4b14-a9bf-02261d8f8029/TG23-web-thumbnail-021-call-log-static-2x?io=transform:fill,width:1680&format=webp)
Pre-sales deal support template
Make your sales deal process more efficient by improving accountability and collaboration with this template.
![[Templates] Customer Implementation (Card image)](https://assets.asana.biz/transform/cfd847a5-e5cd-4323-bf07-40f7c1785619/article-business-strategy-organizational-change-2x?io=transform:fill,width:1680&format=webp)
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."
Serve more clients, faster
Optimize how your customer success team works. Build out ideal processes, then standardize them with templates.
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.
Salesforce
Hubspot
Zendesk
Gmail
Outlook
Zoom
Microsoft Teams
Slack
Google Drive
Tableau
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.
Customer success templates
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.
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
Organize your good-byes. Employee offboarding checklist templates streamline the process for departing employees and help everyone with the transition.
Team goals planning template
Get all the steps you need to draft goals, gather input, and put your objectives to the test.
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
Create a knowledge management template and ensure that every team member prioritizes and organizes information the same way.
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
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
Create an email marketing calendar template to streamline scheduling and better connect with your customers.
Freelancer management template
Assign, review, and track assignments in one central location with a freelancer management template.
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
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.