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Customer Success Templates

10 Templates

Templates for customer onboarding, success planning, business reviews, and renewals.

Featured Customer Success Templates

Customer Onboarding Template

Make a great first impression with this customer onboarding template. Share success plans, intake forms, training materials, and more.

Client Portal Template

Collaborate with customers in a shared client portal with this free template.

Implementation Plan Template

Create a consistent implementation process with this multi-phase software implementation plan.

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All Customer Success Templates

Client Onboarding Checklist

Create a customer-facing client onboarding checklist with to-do lists for admins, instructional videos, and more.

Client Intake Form Template

Collect data, files, and key project information with this customer intake form template.

Business Review Template

Manage your monthly, quarter, or annual business reviews with this page template. Includes recommendations, goals, key learnings, and more.

Renewal Proposal Template

Use this renewal proposal template to guide your renewal discussions with customers. Includes a summary of the previous contract and a price quote.

Account Management Template

Deliver a white-glove customer experience that wins more renewals with this account management template.

Client Project Management Template

Collaboration software designed to keep everyone aligned to reach project goals.

Customer Success Plan Template

Collaborate with customers to build a success plan that helps everyone meet their goals, drives product usage, and reduces churn.

Software Implementation Template

Dock’s free software implementation template makes it easy for project managers to work with clients in setting up new software quickly and successfully.

Client Management Template

Improve how you manage client relationships, and keep projects on track and moving forward with this free client management template.

Quarterly Business Review Template

Use this free template to provide a centralized place to share and host business reviews with customers.

Explore more templates

Streamline customer onboarding, success planning, and renewals with Dock’s free customer success templates—featuring client portals, business reviews, implementation plans, and more.

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