Build, scale, and streamline your entire Customer Success function — all in one place.
Whether you're a startup CS leader or building your first repeatable processes, this all-in-one Notion workspace gives you the strategy, tools, and templates to run CS like a pro.
Mission & Vision Planning
Define what CS means to your business and align your team around a shared direction.
Ideal Customer Profile (ICP) Builder
Create beautifully visual ICPs and customer personas to drive onboarding, retention, and success plans.
Customer Journey Map
Map the full customer lifecycle with clear stages, owners, KPIs, and templates.
Customer Onboarding System
Track every new customer from Closed-Won to First Value with workflows, dashboards, and templates.
Roles & Responsibilities
Clarify current and future CS roles, hiring plans, and ownership across the journey.
KPI Dashboards & Reporting
Pre-built dashboards to track onboarding, retention, support, and success outcomes.
Tool & Template Library
Includes onboarding forms, discovery docs, kickoff agendas, success plans, checklists, email templates, and more.
Account Management & Renewals
Track account health, renewals, and customer lifecycle with built-in QBR templates and retention tracking.
Customer Support Hub
Lightweight ticket tracking, SOPs, and support KPIs — no Intercom or Zendesk needed.
Build, scale, and streamline your entire Customer Success function — all in one place.
Whether you're a startup CS leader or building your first repeatable processes, this all-in-one Notion workspace gives you the strategy, tools, and templates to run CS like a pro.
Mission & Vision Planning
Define what CS means to your business and align your team around a shared direction.
Ideal Customer Profile (ICP) Builder
Create beautifully visual ICPs and customer personas to drive onboarding, retention, and success plans.
Customer Journey Map
Map the full customer lifecycle with clear stages, owners, KPIs, and templates.
Customer Onboarding System
Track every new customer from Closed-Won to First Value with workflows, dashboards, and templates.
Roles & Responsibilities
Clarify current and future CS roles, hiring plans, and ownership across the journey.
KPI Dashboards & Reporting
Pre-built dashboards to track onboarding, retention, support, and success outcomes.
Tool & Template Library
Includes onboarding forms, discovery docs, kickoff agendas, success plans, checklists, email templates, and more.
Account Management & Renewals
Track account health, renewals, and customer lifecycle with built-in QBR templates and retention tracking.
Customer Support Hub
Lightweight ticket tracking, SOPs, and support KPIs — no Intercom or Zendesk needed.