I have made a point-of-start template for small businesses manage their customer success management operations.
It includes:
- customer and contact data
- engagements (QBRs, onboardings, weekly meetings, etc),
- tasks inside engagements (internal alignment, preparation, follow-up etc.)
- voice of customer (suggestions, complaints, etc).
Basic procedures that can get sophisticated (and integrated with other systems).
I collected those basic features based on my experience in the field as customer success director and do believe they are very helpful for small business to start and have a minimum of management at post-sales.
Link to the template:
https://www.glideapps.com/templates/easy-cs-o7
