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Customer success

From quarterly planning to account planning, our customer success templates help you plan and manage the work necessary to give your customers a seamless experience.

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Customer implementation

Customer success

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Account tracking

Customer success

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QBR meeting agenda

Cross-functional

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Meeting agenda

Cross-functional

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Customer feedback

Product

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Team goals and objectives planning

Sales

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Customer success teams love Asana

Learn

Curious how customer success teams like yours use Asana? Check out our best practices, tutorials, and customer stories.

Keep track of your accounts

See your accounts at a glance and track to-dos to keep them on track with our guide.

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How Stride boosts customer retention

Learn how Stride manages all of their work, including OKR tracking, client health tracking, and more, in Asana.

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Connect Asana and Salesforce

Improve your lifecycle process and maintain relationships by using Asana and Salesforce together.

Learn More

GoSpotCheck fulfills customer requests faster with Asana

See how the software company manages and responds to dozens of customer requests with Asana.

Read Case Study

Watch

Prefer to watch something? Tune in to our video resources.

How to Asana: Save time with templates

See templates in action! Learn how to use Asana templates, or turn projects into custom templates.

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Get customer success templates (and more)

Templates are just one way customer success teams save time with Asana. Try a free Premium trial to get even more productive.