Client Success Team - Notion Template

Get yourself and your team organized with this Notion Page for Client Success professionals.

This dashboard will help you to

✔️ Prioritize at risk accounts

✔️ Organize all of your client and contact information

✔️ Keep track of all of your ongoing projects and required tasks

✔️ Log meeting notes

✔️ Set-Up account planning & success plans

✔️ Resource plan for your teams

✔️ Have visibility on individual's projects and day to day workloads

I built this page for myself as a Client Success Professional and can guarantee improved efficiency and organization. I shared it with my team internally and we all moved away from our CRM to use these pages instead. A lot easier to share internally, resource plan, and understand/visualize details of accounts and projects.

Included is a set-up video as I have purchased notion templates in the past and been completely confused by all of their relations and gone down a deep confusing rabbit hole where in the end they're impossible to use.

This dashboard is simple to set-up. Easy to use. And most importantly a breeze to keep on top of.