Customer Success Manager CSM Dashboard - WorkOS

GROWTH WorkOS for Customer Success Leaders and Managers

Elevate your skills with Notion GROWTH WorkOS for CSMs template that optimises your workflow and transforms the trajectory of your career, igniting growth opportunities for CSMs, Project Managers and Account Managers alike.

Notion GROWTH WorkOS is a solution build with deep understanding and expertise for mastering and optimising your customer success management with goals to retention and expansion.

𝗪𝗵𝗮𝘁 𝗬𝗼𝘂 𝗚𝗲𝘁:

⊕ Utilises the renowned PARA method for productivity framework

⊕ Registers and tracks each customer journey with unparalleled precision and efficiency

𝗛𝗼𝘄 𝗜𝘁 𝗪𝗼𝗿𝗸𝘀 𝗳𝗼𝗿 𝗬𝗼𝘂:

⊕ Aesthetic and easy-to-use design for enhanced organisation and focus

⊕ Features a built-in "inbox" for instant visibility into pending tasks

⊕ Allows users to mark completion of stages before moving to the next, ensuring nothing slips through the cracks

𝗪𝗵𝘆 𝗧𝗶𝗺𝗶𝗻𝗴 𝗠𝗮𝘁𝘁𝗲𝗿𝘀:

⊕ Facilitates strategic timing for each stage to meet customer expectations with precision

⊕ Efficient time management frees up time for optimal preparation at each stage of the customer journey

𝗬𝗼𝘂𝗿 𝗣𝗲𝗿𝘀𝗼𝗻𝗮𝗹 𝗚𝗿𝗼𝘄𝘁𝗵: 𝘄𝗼𝗿𝗸 𝘀𝗺𝗮𝗿𝘁, 𝗶𝗻𝘀𝘁𝗲𝗮𝗱 𝗼𝗳 𝘄𝗼𝗿𝗸 𝗵𝗮𝗿𝗱.

⊕ Streamlined tasks for more time on priorities

⊕ Better work-life balance and reduced stress

⊕ Effortless personal development for career advancement and higher earnings

𝗙𝗲𝗮𝘁𝘂𝗿𝗲𝘀:

⊕ Client Metadata Management

⊕ Projects & Tasks

⊕ Customer Success Plans

⊕ Meetings & Events Calendar

⊕ Ticketing System

⊕ Resources & Notes

⊕ OKR/KPIs Dashboard

free complimentary 20-minute one-on-one quick jump start with a developer (valued at $166.67)