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Templates Category - Customer Success

Home | Templates | Customer Success

Customer Success Templates

Deliver exceptional customer experiences and nurture long-lasting relationships with Xtensio’s customer success templates. Whether you need to create customer journey maps, customer support documents, or onboarding materials, our templates provide a foundation for engaging and retaining your customers. Collaborate seamlessly, personalize the templates to align with your brand, and exceed your customers’ expectations at every touchpoint.

Pick a template. Customize everything, together. Deliver.

Customer Success Templates

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Customer Journey Map
Customer Success Plan
Customer Success Report
Case Study
User Persona Comparison

FREE instructional templates!

Learn Customer Success with free resources and helpful guides.

  • Case Study Template
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    Case Study
    Used 9938 times
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  • Customer Journey Map
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    Customer Journey Map
    Used 12348 times
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  • User Persona Comparison Template
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    User Persona Comparison
    Used 7908 times
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  • Customer Success Plan Template
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    Customer Success Plan
    Used 2462 times
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  • Monthly Customer Success Report Template
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    Monthly Customer Success Report
    Used 2046 times
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  • Travelers Persona Comparison Example
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    Traveler Persona Comparison
    Used 1908 times
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  • Robotics Case Study
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    Tech Company Case Study
    Used 1711 times
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  • Persona Based Customer Journey Map
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    Persona-Based Customer Journey Map
    Used 2000089 times
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  • Backpack Co Case Study
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    Fashion Startup Case Study
    Used 1566 times
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  • Self Trackers User Persona Comparison Example
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    Personal Trackers User Persona Comparison
    Used 2095 times
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  • Music Software Persona Comparison Example
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    Music App User Persona Comparison
    Used 1847 times
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  • Current State Customer Journey Map Template
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    Current State Customer Journey Map
    Used 2000087 times
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  • Future State Customer Journey Map
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    Future State Customer Journey Map
    Used 2000085 times
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  • Customer Support Journey Map
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    Customer Support Journey Map
    Used 2000088 times
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  • In-Store Customer Journey Map
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    In-Store Customer Journey Map
    Used 841 times
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  • Service Blueprint Template
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    Service Blueprint Template
    Used 732 times
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  • Day In The Life Journey Map
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    Day in the Life Journey Map
    Used 699 times
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  • Customer Onboarding Checklist Template
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    Customer Onboarding Checklist
    Used 88 times
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  • Frequently Asked Questions Template
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    Frequently Asked Questions
    Used 68 times
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Trusted by 352,602 professionals across the world.

Xtensio is a collaborative workspace that simplifies the process of developing and implementing growth opportunities. Create, share and manage strategic business collateral that quickly and easily adapts as your business evolves. Whether you’re creating customer resources, identifying user segments, developing and measuring engagement initiatives, or fostering mutually beneficial relationships with customers, Xtensio is where your team’s work flows. 

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The team templates approach has been really helpful in facilitating collaboration between more design-savvy users and expert content creators.

Testimonial From Jeff

Jeff Schenck

Marketing Manager @

Linedata

Xtensio helps me simplify complex concepts and it’s visually impressive.

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David Nason

CEO/Founder @

CEO/Founder @

Hirebrain

Xtensio helps me simplify complex concepts and it’s visually impressive.

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Grace Ghunaim

Global Chief Strategy Officer (CSO) @

Evolvex

Xtensio helped my company raise $200K.

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Ben Cary

Founder @

CapWize

Xtensio is awesome! Highly recommended!

Testimonial From Leon

Leon Coe

Instructor @

Texas A&M University

I LOVE Xtensio. Thank you for making my life easy and for helping to ensure my deliverables look professional!

Testimonial From Jennifer

Jennifer Alt

UI/UX Designer @

Jennifer Alt Design

Creating beautiful client-facing documents has never been easier. Definitely better than your standard agency deck or PPT presentation.

Testimonial From Zac

Zac Heisey

Director of Digital Marketing @

Trailblazer360

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.

Testimonial From Jenny

Jenny Johansson

UX Manager @

Visma

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

Testimonial From Ryan

Ryan Dobson

Global Engineering Manager @

Motorola

Frequently Asked Questions

What’s Xtensio?

Xtensio is a design and collaboration platform for beautiful, living layouts. Create pitches, sales sheets, reports, case studies, agendas, strategy exercises and more. Xtensio helps your team brainstorm ideas, organize thoughts and present with ease.

What’s a Folio?

A folio is a new format: It’s a living document, a web page and a presentation, all-in-one.  Folios are always up to date, responsive, collaborative and completely customizable with your branding.

Is my data private and secure?

Yes. All Xtensio plans include 128 bit SSL encryption and backups to ensure your data is secure. We offer a range of sharing options, from completely private to public, so you can choose the level of privacy that suits your needs.

Do we pay extra when we invite new team members?

Our paid plans are priced per member and our free plan lets you add as many people as you need. You can also add unlimited free guests on the Professional plan.

Do you offer trials?

No. Our free forever plans lets you explore Xtensio with your entire team for as long as you would like

Can I change or cancel my plan at anytime?

You can upgrade, downgrade, switch between monthly or yearly options, or cancel at any time. To make changes, go to your billing settings. After cancelling, you’ll still be able to use your premium features until the end of the subscription period. 

What happens to my content when I cancel?

Once your subscription expires, your account will be downgraded to the free plan.

My question is not answered. How can I learn more?

Learn more in our help center or reach at us at [email protected]

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