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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

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