The CS Starter Kit includes all four essential templates a Customer Success leader needs to build a scalable customer operations system in Notion.
Simple Sales CRM & Pipeline - Track every deal, customer, and opportunity in one place. Manage your pipeline, forecast revenue, and never lose a customer detail again.
Customer Success Project Planner - Plan and track every customer project, milestone, and deliverable. Keep your implementation on track and your customers informed.
Account Management Template - Manage your entire customer book in one view. Track account health, contacts, contract details, and expansion opportunities by account.
New Customer Onboarding Template - Create a smooth onboarding experience. Track every onboarding step, timeline, and touchpoint. Reduce time-to-value for your customers.
The CS Starter Kit includes all four essential templates a Customer Success leader needs to build a scalable customer operations system in Notion.
Simple Sales CRM & Pipeline - Track every deal, customer, and opportunity in one place. Manage your pipeline, forecast revenue, and never lose a customer detail again.
Customer Success Project Planner - Plan and track every customer project, milestone, and deliverable. Keep your implementation on track and your customers informed.
Account Management Template - Manage your entire customer book in one view. Track account health, contacts, contract details, and expansion opportunities by account.
New Customer Onboarding Template - Create a smooth onboarding experience. Track every onboarding step, timeline, and touchpoint. Reduce time-to-value for your customers.