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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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Take care of your customers at each stage of their journey. Use pre-built action plans so your team always knows how to take the next step.

[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.

[Templates] Customer Feedback (card image)

Customer feedback

What if you could collect customer feedback in one place to finally figure out what they love and loathe? You’d probably have happier customers. Get started with this customer feedback template.

[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.

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.

Read case study

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.

Customer success templates

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Professional development plan template banner image

Professional development plan

Create a professional development plan template that works to both help you set professional goals and create an action plan to achieve them.

Employee offboarding checklist template banner image

Employee offboarding checklist

Organize your good-byes. Employee offboarding checklist templates streamline the process for departing employees and help everyone with the transition.

[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.

[Templates] Meeting agenda (Card image)

Meeting agenda

Clarify meeting goals, define team responsibilities, and put the meaning back into meetings with a free meeting agenda template from Asana.

Risk register template card image

Risk register template

Create a risk register template to proactively identify and solve potential roadblocks before they become a bigger problem.

Team Goals Planning Example template card image

Team goals planning template

Get all the steps you need to draft goals, gather input, and put your objectives to the test.

[Templates] Cross Functional Project Plan (Card image)

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.

[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.

1:1 meeting template banner image

1:1 meeting

Build trust and encourage collaboration with a 1:1 meeting template. Keep track of agenda items, meeting notes, and next steps in one place.

Freelancer management template banner image

Freelancer management template

Assign, review, and track assignments in one central location with a freelancer management template.

Change request form template card image

Change request form

You can’t predict change, but you can plan for it. Get the information you need to execute changes, so you can stay adaptable no matter what happens.

Project closure template card image

Project closure template

Endings are important. Create a project closure template to help your team tie up loose ends and finish their projects with confidence.