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Customer success templates

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 Weiss

VP 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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Asana goal setting template product image
Goal Setting Templates

This goal setting template helps you move faster! Set goals, share them with your team, and keep everything on track.

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Project documentation template banner image
Project documentation

Looking for documents is a giant time waster for most people—which is where a project documentation process comes in. Learn how to create a project documentation template so that you always know where documents live—for every project, company-wide.

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[Templates] Conference agenda
Conference agenda template

Plan your conference and track essential event details with a custom-built conference agenda template in Asana.

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[Templates] Communication plan (card image)
Communication plan

Keep everyone on the same page and clearly communicate important information to stakeholders by creating a communication plan template in Asana.

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[Templates] Candidate Tracking (card image)
Candidate tracking

Use this template to organize and track candidates for all of your open roles so your team is aligned throughout the hiring process.

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Project charter template banner image
Project charter template

Want to nail your next project pitch? Create a project charter template and outline everything you need to get your next initiative approved.

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[QBR Meeting Agenda] template Card Image
QBR meeting agenda

Try our template as a blueprint for your next QBR meeting to save time and set your team up for success for the next one.

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[Templates] Pre-Sales Deal Support (Card image)
Pre-sales deal support template

Make your sales deal process more efficient by improving accountability and collaboration with this template.

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[Templates] Post-Sales Handoff (Card image)
Post-sales handoff

Give your customers the great experience they deserve by planning smoother post-sales handoffs with our template.

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[Templates] Simple CRM (Card image)
Account tracking

Customer Success teams looking for a lightweight way to track accounts and action items can try this template.

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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.

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[Templates] Team Brainstorm (Card image)
Team brainstorm

Sticky notes leaving you stuck? Productive teams can use our brainstorming board template to organize thoughts and turn ideas into action.

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