Monthly Customer Success Report Template
Used 69 times
The Monthly Customer Success Report helps your team improve product onboarding and engagement by tracking important engagement analytics. Analyze your ongoing customer sucess efforts to make more informed business decisions. Use the live link to keep everyone on the team instantly up-to-date.
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What would I use the CX report for?
The Monthly CX Report helps your team improve onboarding and engagement in your product by tracking important engagement analytics. Improve your ongoing customer sucess efforts by keeping track of success strategies and engagement metrics to make more informed business decisions. Use the live link to keep everyone on the team instantly up-to-date.
What info should I include in the report?
You should include any and all details about the campaigns and success initiatives you’ve worked on throughout the past month, engagement metrics include, customer service performance, renewals, health scores and more.
What is a living document?
The living Monthly Customer Success Report template allows you to instantly sync with your team and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.
Can I add colleagues to edit my report?
Yes! On team plans, you can invite as many people as you’d like to collaborate on your CX report, ensuring your whole team is aligned. Here’s more on real-time collaboration.
How do I share my customer success report?
When you’re ready to share your report with the management teams, choose between presenting it as a full-screen digital slideshow, sending it as a responsive web link or exporting it as a PDF or PNG (premium feature). All of your share options are located at the top right of your edit screen. Learn more about the different ways to share your folios in this tutorial video.
Do you have other tools for Operations?
We do! There are a number of different templates, examples and resources to guide you through defining and implementing your business. Check out our Operations toolbox and our Strategy toolbox to find more tools and resources.
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