Customer Success Professional Suite

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Laura Miller
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About

The CS Professional Suite is everything a growing CS leader needs to build a world-class customer success operation all within Notion.

What's Included

💼 Simple Sales CRM & Pipeline ($9.99 value) Track every deal, customer, and opportunity in one place. Manage your pipeline, forecast revenue, and never lose a customer detail again.

📊 Customer Success Project Planner ($4.99 value) Plan and track every customer project, milestone, and deliverable. Keep your implementation on track and your customers informed.

👥 Account Management Template ($9.99 value) Manage your entire customer book in one view. Track account health, contacts, contract details, and expansion opportunities by account.

🚀 New Customer Onboarding Template ($9.99 value) Create a smooth onboarding experience. Track every onboarding step, timeline, and touchpoint. Reduce time-to-value for your customers.

🎭 Ideal Customer Profile (ICP) Personas ($9.99 value) Define and document your ideal customers. Build detailed buyer personas and use them to guide your sales, marketing, and customer success strategy.

🎯 OKR Planning & Tracking ($9.99 value) Set quarterly goals and track progress. Align your CS team around metrics that matter and celebrate wins together.

🗺️ Customer Journey Map ($14.99 value) Visualize every stage of your customer's journey. Identify touchpoints, pain points, and opportunities to improve the entire customer experience.

What You'll Be Able To Do

✨ Manage your entire customer book with complete visibility ✨ Track customer health, renewals, and expansion opportunities automatically ✨ Plan and execute customer success initiatives with clear timelines ✨ Set and track CS metrics that actually drive your business ✨ Identify at-risk customers before they churn ✨ Map every customer touchpoint and optimize the experience ✨ Reduce your weekly CS admin work by hours ✨ Onboard new CS team members in days, not weeks

Who This Is For

➡️ CS leaders at growing SaaS companies (15-50 customer teams) ➡️ VP of Customer Success scaling a function from scratch ➡️ Operations leaders building CS infrastructure ➡️ Founders who want to scale beyond spreadsheets without hiring overhead or specialized software yet

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If your download isn’t what was promised, we’ll make it right. Eligible purchases can be refunded within fourteen calendar days when listings mislead, files fail, or duplicate checkouts happen.

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Product Specs

Download Size
291 KB
Created
Dec 9, 2025
Version Number
1.0

Tags

notionnotion-templatecustomer successsalesoperationsstartup-kitstartup

Frequently Asked Questions

PC: To extract a single file or folder, double-click the compressed folder to open it. Then, drag the file or folder from the compressed folder to a new location. To extract the entire contents of the compressed folder, right-click the folder, click Extract All, and then follow the instructions.

Mac: Double click the .zip file, then search for the product folder or product file.