Monthly Customer Success Report Template

Used 24 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.

THIS TEMPLATE WAS DESIGNED ON XTENSIO

Build anything from simple strategy docs to pitches, agendas, reports and other business and marketing collateral. Xtensio is a collaborative workspace where teams can easily create and share beautiful living documents. Share a live link. Present. Export. It’s the easiest editor ever.

Collaborate

CREATE

Collaborate

SHARE

Share Fact Sheet

PRESENT

Download Fact Sheet

EXPORT

See Complete Toolboxes

Tools, templates and resources for every team.

Startup Tools

Launch better products and find product-market fit faster.

Consulting Tools

Simplify workflow, impress clients.

Digital Transformation Tools

Tools, templates, and resources to help you transform the culture within your organization.

Marketing Agency Tools

Create, share and manage key collateral on one platform.

Innovation Tools

Be the catalyst for change.

Sales Tools

Drive efficiency, engage buyers and close sales faster.
 

Used by the world’s top businesses.

183,068 users and counting.

Xtensio's Current Users
Xtensio's Current Users

The need for this goes beyond startups and can be used by any scrum or agile team.

Ryan Dobson
Global Engineering Manager, Motorola

I use Xtensio and find it really easy to use and it has everything I need. It’s a huge time-saver for me!

Jenny Johansson
UX Manager, Visma Advantage

Xtensio is a must have tool for startups, UI/UX and Product Management professionals.

Apurva Pathak
Technical Product Manager, Verizon

Frequently Asked Questions

What is Xtensio?

Xtensio is a creative collaboration platform to design living documents, work together with internal and external teams, and flexibly share your work as digital presentations, responsive web pages or exportable PDF or PNGs.

What's a folio?

Folios are full-screen digital presentations, responsive web pages and exportable PDF or PNGs all-in-one. A folio can be anything from a brief business strategy exercise to a full-length presentation. Start with one of our templates, or create anything you need with the blank slate tool.

Your folios are live pages that you can edit and collaborate on with colleagues, clients and other key players. All of your changes—from dragging and dropping modules, to editing graphs, to changing colors— will save and sync instantly across devices. Here’s more on Making a Folio.

Do I have limits on the number of templates I can try?

No. You can try all of our free templates with any of our plans. The limitations are only on your active folios.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. You can make shared folio links private on premium plans. Here’s more on the range of sharing options on Xtensio, from completely private to public.

Is Xtensio really free?

Yes. You will never be asked to provide credit card information for Xtensio’s free account.

What would I get by upgrading to a premium plan?

By upgrading to our premium plans, you’ll create a private and branded workspace with your own URL where you, your team members and guests can create and collaborate on multiple presentations and documents, lock branding across your deliverables with the team style guide, streamline the creation process with custom templates, unlock exports, add password protection and customize individual shared links, and view folio stats to stay updated on all of your projects. Here’s more about our premium plans.

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.

The easiest way for teams to create and share beautiful living documents

183,068 users and counting...

Pin It on Pinterest

Shares