The all-in-one Customer Success Manager operating system — task tracker, documentation hub, brag book, project planner, and performance review ammo. Built for Notion and Excel.
You're juggling 30+ accounts, hopping between Zoom calls, chasing down action items in Slack threads, and somehow expected to remember that thing you did six months ago when review season hits.
This toolkit fixes that.
Not generic project management. Not repurposed sales templates. Built from the ground up for Customer Success Managers who work in SaaS.
Seven integrated modules covering the full spectrum of CS work
Track action items by account, priority, and due date with automatic rollover
Pre-call prep templates with live note-taking structure and searchable history
Health score tracking with risk signals, renewal timeline, and stakeholder mapping
Log wins as they happen with quantified impact for performance reviews
Onboarding project templates with milestone tracking and collaboration tools
Discovery frameworks, QBR structures, escalation handling, and expansion guides
Weekly assessments, goal tracking, and quarterly review preparation
Multiple implementation options to fit your workflow and preferences
Ready-to-use Excel workbook with sample data, formulas, and conditional formatting.
Full Notion implementation with relational databases, automation, and collaborative features.
Complete schemas for building in your preferred platform (Airtable, Monday, etc.).