Common use: Personal blog, portfolio, hobby projects
About
This all-in-one Notion tracker gives CS teams and Account Managers a centralized hub to manage the entire customer lifecycle—from adoption through renewal. Built to integrate seamlessly with your onboarding process, this template automatically pulls in relevant customer context so your team stays aligned and no renewal slips through the cracks.
What you get:
Multiple views (Account Tracker table, Renewals Calendar, Renewals by Month) to see your book of business however works best for your workflow
Track contract value, ARR, renewal dates, and account health at a glance
Assign ownership to your CSM and AE, and monitor account stage (Adoption, Expansion, Renewal)
Segment customers by size to prioritize outreach strategically
Add notes, flags, and milestones as relationships evolve
Filter by segment, renewal window, or health status to stay proactive
Perfect for growing teams ready to systematize account management and reduce renewal risk!
Shop confidently with Shuppi
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.
- Listings must match what you receive—no surprises.
- Corrupted files or technical issues? Request a quick fix or refund.
- Duplicate purchases are covered without the hassle.
