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

Customer Success

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Meeting agenda

Customer Success

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Customer feedback

Customer Success

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Team goals and objectives planning

Customer Success

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.

Read Guide

How Stride boosts customer retention

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

Read Case Study

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

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.