# Customer Success template

**URL:** <https://community.glideapps.com/t/customer-success-template/81852>\
**Category:** Project Showcase\
**Created:** [May 13, 2025, 2:29pm UTC](https://community.glideapps.com/t/customer-success-template/81852 "2025-05-13T14:29:50Z")\
**Posts on this page:** 1\
**Page:** 1

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**Author:** ![ALEXANDRE\_SIQUEIRA](https://sea2.discourse-cdn.com/flex002/user_avatar/community.glideapps.com/alexandre_siqueira/32/88073_2.png) [@ALEXANDRE\_SIQUEIRA](https://community.glideapps.com/u/ALEXANDRE_SIQUEIRA)\
**Post date:** [May 13, 2025, 2:29pm UTC](https://community.glideapps.com/t/customer-success-template/81852/1 "2025-05-13T14:29:50Z")

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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](https://www.glideapps.com/templates/easy-cs-o7)

 ![Screenshot 2025-05-13 at 11.29.26](https://us1.discourse-cdn.com/flex002/uploads/glideapps/original/3X/1/6/16c991c594345285b66b08998e39a6aeb03da414.png)