Customer Success Manager CSM Dashboard - WorkOS
About this template
GROWTH WorkOS for Customer Success Leaders and Managers
Elevate your skills with Notion GROWTH WorkOS for CSMs template that optimises your workflow and transforms the trajectory of your career, igniting growth opportunities for CSMs, Project Managers and Account Managers alike.
Notion GROWTH WorkOS is a solution build with deep understanding and expertise for mastering and optimising your customer success management with goals to retention and expansion.
๐ช๐ต๐ฎ๐ ๐ฌ๐ผ๐ ๐๐ฒ๐:
โ Utilises the renowned PARA method for productivity framework
โ Registers and tracks each customer journey with unparalleled precision and efficiency
๐๐ผ๐ ๐๐ ๐ช๐ผ๐ฟ๐ธ๐ ๐ณ๐ผ๐ฟ ๐ฌ๐ผ๐:
โ Aesthetic and easy-to-use design for enhanced organisation and focus
โ Features a built-in "inbox" for instant visibility into pending tasks
โ Allows users to mark completion of stages before moving to the next, ensuring nothing slips through the cracks
๐ช๐ต๐ ๐ง๐ถ๐บ๐ถ๐ป๐ด ๐ ๐ฎ๐๐๐ฒ๐ฟ๐:
โ Facilitates strategic timing for each stage to meet customer expectations with precision
โ Efficient time management frees up time for optimal preparation at each stage of the customer journey
๐ฌ๐ผ๐๐ฟ ๐ฃ๐ฒ๐ฟ๐๐ผ๐ป๐ฎ๐น ๐๐ฟ๐ผ๐๐๐ต: ๐๐ผ๐ฟ๐ธ ๐๐บ๐ฎ๐ฟ๐, ๐ถ๐ป๐๐๐ฒ๐ฎ๐ฑ ๐ผ๐ณ ๐๐ผ๐ฟ๐ธ ๐ต๐ฎ๐ฟ๐ฑ.
โ Streamlined tasks for more time on priorities
โ Better work-life balance and reduced stress
โ Effortless personal development for career advancement and higher earnings
๐๐ฒ๐ฎ๐๐๐ฟ๐ฒ๐:
โ Client Metadata Management
โ Projects & Tasks
โ Customer Success Plans
โ Meetings & Events Calendar
โ Ticketing System
โ Resources & Notes
โ OKR/KPIs Dashboard
free complimentary 20-minute one-on-one quick jump start with a developer (valued at $166.67)