Customer Success Management Template Request

Good Day All,

I have been seeking desperately to look the customer success smartsheet referred to in this document (https://www.smartsheet.com/sites/default/files/Customer-Success-Management-Solution-Guide.pdf) However when I connect Smartsheet it seems it was removed.

I am hoping there was someone on this community that got access to it before it was removed and can share a copy of it with me. It is called the Customer Success Management Solution Guide.

Thank you.

Chris Jones

Find more posts tagged with

Forms

Templates

Comments

Andrée Starå

Hi Chris,

Have you looked in the Solution Center if there is anything similar?

More info: https://www.smartsheet.com/marketplace

Hope that helps!

Have a fantastic week!

Best,

Andrée Starå

Workflow Consultant / CEO @ WORK BOLD

Andrée Starå

These might help:

https://www.smartsheet.com/marketplace/template-set/client-implementation

https://www.smartsheet.com/marketplace/template-set/customer-onboarding

Sign in to join the conversation!

Quick Links

Trending discussions

Monthly feedback from multiple individuals
Hello community, I need help figuring out how to set up a sheet to collect monthly comments on several projects. Each project is assigned to a different person who need to provide monthly feedback on its progress. Ideally, I would like them to receive a reminder notification on the report due date, followed by reminders if…
Sheet shows BLANK rows, there is a "MOVE rows" worflow, is that why?
Is it possible that a workflow that MOVES rows to another sheet too basically do a CUT/PASTE (like in Excel), and then you are left with BLANK rows on your original sheet? I cannot think of any other LOGICAL reason why this would happen. The users enter the data from an Intake Form, it gets placed onto this sheet. They do…
Sorting not working?
Hi. I have a sheet where I am sorting dates by ascending order. But the sorting functionality doesn't seem to be working. Instead of bringing all items with date values to the top of the sheeting and sorting them in ascending order, it leaves a gap. Is it a result of the "Next Review Due" column containing a column formula…