# Free Client Account Management Template - Stride > See how Stride optimizes account management, and use their template to centralize info, track action items, and maintain strong customer relationships. Source: https://asana.com/templates/stride-client-account-management.md - [Use template](https://app.asana.com/-/product_templates?preview_template=stride_client_account_management) - [Project views](/features/project-management/project-views) - [Custom fields](/features/project-management/custom-fields) - [Rules](/features/workflow-automation/rules) - [Reporting dashboards](/features/goals-reporting/reporting-dashboards) - [Zoom](/apps/zoom) - [Gmail](/apps/google-gmail) - [Outlook](/apps/outlook) - [Hubspot](/apps/hubspot) templates Cross-team planning Stride client account management template See how Stride optimizes account management, and use their template to centralize info, track action items, and maintain customer relationships. Cross-team planning Vendor management Customer templates ## Stride client account management Stride—a bookkeeping, accounting, and strategic advisory services firm—uses Asana to deliver a high-quality client experience. Use their template to centralize account management, track every action item, and maintain strong customer relationships. ### Power up your template - [Sign up](/create-account) When you work with clients, providing a good customer experience is key. When clients trust your team to follow through and proactively solve their pain points, they’ll keep coming back—again, and again.  That’s where [Stride’s](https://asana.com/case-study/stride) client account management template comes in. The bookkeeping, accounting, and strategic advisory services firm uses Asana to track and manage client relationships—so they always know where things stand with each client. Use their template to deliver a positive customer experience and make sure no action items slip through the cracks.  ## Why use Stride’s client account management template? A client account management template is a reusable framework to help track, maintain, and improve customer relationships. It lays out all the key pieces your team needs to account for when working with clients—including how to structure customer meetings, record action items, and plan discussion topics. Stride’s template helps document everything you’ve discussed and done with each client, so you can proactively address their needs.  ### Follow through on action items Follow-through is essential to building client trust. Stride’s client account management template provides a system to document and follow up on key [action items](https://asana.com/resources/action-items), so everything gets done on time. Set due dates, add contextual details, and assign tasks to your team to streamline the account management process.   ### Maintain a system of record When you work with a lot of clients, it can be difficult to deliver a personalized experience to each one. Stride’s client account management template solves this problem by illustrating exactly where you stand with each customer—including what you’ve discussed and done with them in the past, tasks currently in flight, and everything you’ve planned for the future.  ### Standardize team processes On large teams, everyone tends to do things a bit differently. Stride’s client account management template helps you maintain quality at scale by standardizing how your team works with clients. Document steps to kick off work with new customers, key questions to ask during planning meetings, and how to share results for completed projects.  With Asana, we know where things stand with each client at any time so we can mitigate issues proactively. As a result, we’ve been able to increase our client renewal revenue and proactively resolve their needs. ## How to use Stride’s client account management template Every company’s client account management process is different. As you use—and customize—Stride’s template to fit your team’s specific needs, here are some things to keep in mind.  - **Identify at-a-glance info your team needs to track.** What high-level details will help your team understand the status of each action item? For example, you may need to see the category of each discussion topic—whether it’s related to budget, reporting, or a new initiative. In Asana, you can create color-coded custom tags to track this information and provide a bird’s-eye view of your client relationship.  - **Determine the key components of your client relationships.** Consider all the categories of information you need to track when dealing with a customer. For example, this might include [meeting agenda](https://asana.com/resources/meeting-agenda) items, client questions, follow-up tasks, future discussion topics, and client goals. In Asana, create sections in your template to align with these categories and keep everything organized.  - **List standard action items for every new client.** When onboarding a new client, what steps do you want every employee to take? Pre-fill these as standard action items in your template, so your team has a clear roadmap to follow. For example, you can create standard tasks for a client kickoff meeting, intake questionnaire, or preliminary reporting. ### Integrated features - [List View](https://asana.com/guide/help/views/list). List View is a grid-style view that makes it easy to see all of your project’s information at a glance. Like a to-do list or a spreadsheet, List View displays all of your tasks at once so you can not only see task titles and due dates, but also view any relevant custom fields like Priority, Status, or more. Unlock effortless collaboration by giving your entire team visibility into who’s doing what by when. - [Custom fields](https://asana.com/guide/help/premium/custom-fields). Custom fields are the best way to tag, sort, and filter work. Create unique custom fields for any information you need to track—from priority and status to email or phone number. Use custom fields to sort and schedule your to-dos so you know what to work on first. Plus, share custom fields across tasks and projects to ensure consistency across your organization.  - [Automation](https://asana.com/product/automation). Automate manual work so your team spends less time on the busy work and more time on the tasks you hired them for. Rules in Asana function on a basis of triggers and actions—essentially “when X happens, do Y.” Use Rules to automatically assign work, adjust due dates, set custom fields, notify stakeholders, and more. From ad hoc automations to entire workflows, Rules gives your team time back for skilled and strategic work. - [Dashboards](https://asana.com/product/reporting). Dashboards are project-level tabs containing graphs and visualizations that let you zoom out from the day to day to quickly understand your project’s progress. Customize Dashboard charts so you can instantly identify potential blockers in your team’s work and subsequently move the project forward. Use the Dashboard tab as a reference point to find data to get a quick pulse on how the project is progressing.  ### Recommended apps - [Zoom](https://asana.com/apps/zoom). Asana and Zoom are partnering up to help teams have more purposeful and focused meetings. The Zoom + Asana integration makes it easy to prepare for meetings, hold actionable conversations, and access information once the call is over. Meetings begin in Asana, where shared meeting agendas provide visibility and context about what will be discussed. During the meeting, team members can quickly create tasks within Zoom, so details and action items don’t get lost. And once the meeting is over, the Zoom + Asana integration pulls meeting transcripts and recordings into Asana, so all collaborators and stakeholders can review the meeting as needed. - [Gmail](https://asana.com/apps/google-gmail). With the Asana for Gmail integration, you can create Asana tasks directly from your Gmail inbox. Any tasks you create from Gmail will automatically include the context from your email, so you never miss a beat. Need to refer to an Asana task while composing an email? Instead of opening Asana, use the Asana for Gmail add-on to simply search for that task directly from your Gmail inbox.  - [Outlook](https://asana.com/apps/outlook). As action items come in via email, like reviewing work from your agency or a request for design assets from a partner, you can now create tasks for them in Asana right from Outlook. You can then assign the new task to yourself or a teammate, set a due date, and add it to a project so it’s connected to other relevant work.  - [Hubspot](https://asana.com/apps/hubspot). Create Asana tasks automatically using HubSpot Workflows. With HubSpot Workflows, you can use all the customer data in HubSpot CRM to create automated processes. This integration enables you to seamlessly hand off work between teams, for example, when deals or tickets close in HubSpot. ## FAQs #### What’s the difference between a client account management template and a strategic account plan template? A client account management template helps your team track, maintain, and improve customer relationships. It’s a place for you to document and follow up on action items, client questions, and future goals. A strategic account plan template is a more specific version of an account management template. It outlines a step-by-step action plan to improve your client’s business and help them set and achieve key goals, milestones, and [KPIs](https://asana.com/resources/key-performance-indicator-kpi). Steps in the strategic account planning process include documenting an account overview, setting objectives, identifying solutions, implementing an action plan, using [change management](https://asana.com/resources/change-management-process) techniques, and regularly reviewing your plan to ensure work stays on track. #### What types of teams can use Stride’s client account management template? Any team that manages client relationships can benefit from this template—including (but not limited to) customer success and retention teams, key account management teams, and sales teams. Using a standardized template is especially helpful for enterprise-sized organizations with a large number of employees, because it helps standardize customer relationships at scale. However, smaller teams and startups can also benefit from Stride’s template. By establishing clear processes early on, you make it easier to scale later. #### What’s the benefit of a digital client account management template? Static Excel templates quickly become outdated, and don’t provide a way to actually collaborate on action items. On the flip side, a[project management platform](https://asana.com/uses/project-management) allows you to assign tasks, set due dates, and show stakeholders how customer relationships evolve in real-time. With a single system of record to track all client relationships, you can create customized solutions and ensure nothing falls through the cracks. ### Business continuity plan Your business is too important to not have a backup plan. Using a business continuity plan template helps keep your business functioning in an emergency. - [Create your template](/templates/business-continuity-plan) ### Return to office plan Creating a return to work plan is all about communicating how your business will transition to in-person collaboration. Use this actionable to-do list to set conventions, coordinate with stakeholders, and align on key return to work policies. - [Create your template](/templates/return-to-office-plan) ### Process map Here's how digital process map templates can automate your business processes, so you can jump right into work. - [Create your template](/templates/process-map) ### Project chart template To track all your deliverables and milestones in one place, learn how to create a reusable project chart template. - [Create your template](/templates/project-chart) ### Starting a business checklist Follow our checklist to start your business on the right path and keep track of progress towards your launch. - [Create your template](/templates/starting-business-checklist) ### Cross-functional project plan Creating a project plan from scratch but don’t know where to start? Our tips and template can take you from plans to action. - [Create your template](/templates/cross-functional-project-plan) ### Knowledge management Create a knowledge management template and ensure that every team member prioritizes and organizes information the same way. - [Create your template](/templates/knowledge-management) ### Project tracker Learn how to create a project tracker template, because it’s easier to coordinate projects across teams when everyone in the company tracks them the same way. - [Create your template](/templates/project-tracker) ### Company goals and milestones Turn big-picture strategy and goals into action and results with this company goals and milestones template. - [Create your template](/templates/company-goals-and-milestones) ### Construction project plan template When you’re building something from the ground up, there’s a lot to consider. Create a template to keep construction projects organized and on track. - [Create your template](/templates/construction-project-plan) ### Event planning Coordinate your next event with Asana’s free event planning template. Plan your budget, collaborate, and track event tasks all in one place. - [Create your template](/templates/event-planning) ### Stakeholder register template Creating a reusable stakeholder register template can help you keep track of stakeholder information and streamline stakeholder communication. Learn how. - [Create your template](/templates/stakeholder-register) ### Request tracking Use a request-tracking workflow template to organize, prioritize, and manage incoming work across teams. This customizable tracking workflow helps everyone understand what needs to happen next and who is responsible for each task. Use a request-tracking workflow template to organize, prioritize, and manage incoming work across teams. This customizable tracking workflow helps everyone understand what needs to happen next and who is responsible for each task. - [Create your template](/templates/request-tracking) ### GDPR compliance checklist to simplify data privacy Simplify GDPR compliance with a checklist that helps you manage lawful processing, third-party data transfers, and security requirements. - [Create your template](/templates/gdpr-compliance-checklist) ### Team goals planning Get all the steps you need to draft goals, gather input, and put your objectives to the test. - [Create your template](/templates/team-goals-planning)