> ## Content Index
> Fetch the complete content index at: https://www.customersuccesscollective.com/llms.txt
> Use this file to discover other available public pages before exploring further.

# Customer success strategy checklist template
- URL: https://www.customersuccesscollective.com/customer-success-strategy-template/
- Published: 2022-04-06T09:54:50.000Z
- Updated: 2024-07-19T13:47:33.000Z
- Description: A checklist that ensure you develop every area of your success with a long-term goal of maintaining a high level of customer retention.
- Author: Customer Success Collective

Developing both a customer success team, and putting together a customer success plan requires a detailed, proven strategy to avoid missing essential steps.

But where can you find such a thing? 🤔

Well, we’re big believers in providing unrivaled resources to help our members drive innovation and growth, so her – [**have this template on us**](https://share-eu1.hsforms.com/1lI%5F2NoPRQp-NZZ8Et2Ox1g2b1vun). 😉

You can use this checklist to make sure you develop every area of your customer success, with the long-term goal of maintaining high levels of customer retention.

All you have to do is fill in this super-short form.

### Like this template? 

We have a bunch more covering everything from onboarding, to customer research, upselling, and reducing churn, all included in our membership plans.

Unlock exclusive content, articles, interviews, slide decks, videos, and more, curated, reviewed, and compiled by CSC experts from the likes of:

![](https://storage.ghost.io/c/6f/66/6f66cab9-7939-4355-91c0-409dddffd4d9/content/images/2022/03/logo-image-1.png)

[Membership plans | Customer Success CollectiveUnlock our library of members-only, heavyweight customer success content. Including templates, frameworks, video content, and expert talks. What are you waiting for?![](https://www.customersuccesscollective.com/favicon.ico)Customer Success CollectiveRichard King![](https://storage.ghost.io/c/6f/66/6f66cab9-7939-4355-91c0-409dddffd4d9/content/images/2022/03/CSC-Tag-Meta-Template--7-.png)](https://www.customersuccesscollective.com/signup/?utm%5Fsource=ghost&utm%5Fmedium=page&utm%5Fcampaign=free-cs-success-strategy-template)