Customer Success Board
Great customer success managers know exactly where each customer sits... at a glance.
This Trello board is a lightweight and visual way of staying across the status of your accounts to make sure that no customer is left behind.
Power-Ups like "Custom Fields" can help provide a place for more granular and consistent information across accounts. The "Calendar" Power-Up gives CSMs an easy way to remember to follow-up!
Author : Darren Chait, Co-Founder @ Hugo
Source : Trello Templates