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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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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.

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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.

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Customer success templates

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Project reporting template card image
Project reporting

Stay on top of your project’s performance. Keep everyone on the same page about what’s been completed and where your project is headed.

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Kanban board template article banner image
Kanban board

Visualize your workflow with a Kanban board template. Quickly see the stage and progress of each task, so your team knows exactly what’s on track—and what needs attention.

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Program roadmap template banner image
Program roadmap

Create a program roadmap template and know the exact structure of each program, how they operate, and their future plans—company-wide.

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Project tracker template banner image
Project tracker template

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.

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Weekly schedule template banner image
Weekly schedule

Don’t just track your weekly to-dos. Organize and schedule your tasks so you can always get your highest-impact work done. Learn how to create a weekly schedule template in Asana.

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Prioritization matrix template card image
Prioritization matrix

Take the guesswork out of task prioritization by creating a prioritization matrix template. Prioritize your work by business impact and needed effort.

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Knowledge management template banner image
Knowledge management

Create a knowledge management template and ensure that every team member prioritizes and organizes information the same way.

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RACI matrix template banner image
RACI matrix

Team decision-making can be hard—a RACI matrix template makes it easier. Define each project task role to instantly boost clarity for all your stakeholders.

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Email marketing calendar template banner image
Email marketing calendar

Create an email marketing calendar template to streamline scheduling and better connect with your customers.

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Annual planning template banner image
Annual planning template

Set clear goals and streamline your planning process—so every level of your company is aligned on what’s important.

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[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.

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[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.

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