CSM daily task checklist

What is a CSM daily task checklist?

The CSM daily task checklist is a structured daily guide created to help Customer Success Managers (CSMs) stay proactive, organized, and impactful every day.

Juggling renewals, product feedback, customer check-ins, and internal collaboration is no small feat—and this template ensures nothing falls through the cracks.

It’s your daily playbook for reducing churn risk, building stronger customer relationships, and keeping momentum across your book of business.

What’s inside the template?

This checklist covers all the essential routines that top-performing CSMs use to stay on track. Here's what’s included:

Morning setup: Kickstart your day with calendar checks, priority account planning, and product updates.
Customer communication: Keep momentum with follow-ups, check-ins, and milestone shoutouts.
Account monitoring & health checks: Identify early red flags with usage data and support signals.
CRM & documentation hygiene: Keep your notes, health scores, and task lists clean and actionable.
Internal collaboration: Sync with cross-functional teams to align on customer needs and opportunities.
Personal & team growth: Optional but encouraged—invest in learning and sharing best practices.
End-of-day wrap-up: Set yourself up for success tomorrow with inbox cleanup and final updates.

No fluff, just the key tasks that drive outcomes and strengthen customer relationships.

How to use the template

Start your day with the morning setup to plan ahead and align with your top accounts.
Work through each task category in blocks: communication, monitoring, CRM hygiene, and collaboration.
Optional learning: Use downtime for professional growth or knowledge sharing with your team.
Wrap up your day by setting priorities for tomorrow and clearing your inbox.

💡 Pro tip: Save the checklist as a pinned tab or print it out, whatever helps you build it into muscle memory!

Download your CSM daily task checklist

MS Office PDF GDoc