Create onboarding guides, success plans, QBR decks, and client health reports built for real delivery. Pick a template, make it yours, and share as a live page your customers can always access. Then reuse the same structure for every new client.
Start from a proven template. Customize it for your audience. Share as a live page or polished export. Reuse it for the next client.
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Not just a CS template library
Create, share as a live link, and reuse customer success materials that keep clients engaged.
Trusted by 398,095 professionals across the world.
Xtensio helps customer success teams turn templates into client-ready materials. Create an onboarding guide, success plan, or QBR deck once, then keep it current as accounts evolve. Share as a live link your customers can always access. Reuse the same structure across your entire client book. No version chaos. No resending PDFs. From first draft to polished delivery.
Xtensio is a huge timesaver for me! I can focus on the important things; what to communicate in documents and presentations, not how to make them attractive.
Most template libraries give you a file to download and rebuild each quarter. Xtensio gives you a living structure. Customize once, share as a live link, update it as accounts evolve, and reuse the same setup for every new client. Your customer success work builds on itself.
Client-ready structures Every template is built around real CS jobs — onboarding, check-ins, QBRs, and account reviews.
Always current, never resent Share as a live link. Update once and every client sees your latest version automatically.
Reuse across your book Clone any doc for a new client. Your best structures compound across every account.
Frequently Asked Questions
What customer success templates does Xtensio offer?
Xtensio offers templates for onboarding guides, success plans, QBR decks, client health reports, feedback forms, and account review presentations. All are customizable and shareable as live links.
Can I brand these templates for different clients?
Yes. Add each client’s branding or keep your own. Customize content in minutes for each account without starting from scratch every time.
How do I share success plans or onboarding documents with customers?
Share any document as a live link — no attachments. Customers always see the latest version, and you can update it at any point without re-sending.
Can I reuse customer success templates across my entire client book?
Yes. Clone any document for a new client, adapt it in minutes, and maintain consistent quality across every account. Your best structures compound across your entire book of business.
How does Xtensio help with QBR preparation?
Create QBR decks in Xtensio, share as a live link before the meeting, and update the document in real time during or after. No need to rebuild from scratch each quarter — adapt the existing structure and keep the link alive.
