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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.
Company goals and objectives
New hire checklist for managers
Pre-sales deal support
QBR meeting agenda
Team goals and objectives planning
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.
How Stride boosts customer retention
Learn how Stride manages all of their work, including OKR tracking, client health tracking, and more, in Asana.
Connect Asana and Salesforce
Improve your lifecycle process and maintain relationships by using Asana and Salesforce together.
GoSpotCheck fulfills customer requests faster with Asana
See how the software company manages and responds to dozens of customer requests with Asana.
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.
Templates are just one way customer success teams save time with Asana. Try a free Premium trial to get even more productive.