This template is suitable for Customer Success teams seeking for a simple approach to monitor accounts and action items.
Effective account management entails not just developing your accounts, but also preserving the possibilities that currently exist.
Account planning brings the focus on the consumer into the process of developing advertising. The Account Planner has a role to identify and empathize with the target market. They utilize multiple types of data (primary, secondary, web, usage) to unlock insight that creates value between the consumer and brand. (“Account Planning - Wikipedia”)
Our template makes it simple to keep track of account data, notes, and action items so that everything stays in one place. You may zero in on deadlines, top accounts, or at-risk prospects using a variety of ways.
Tracup is adaptable enough for customer success teams of all sizes to assist in the creation and growth of their accounts.
|Task Status:||☹[Test Inc.]👌[Test Systems]🖐❎[Test Corporation] [Finished]|
|Task Type:||[At Risk] [Done] [Healthy] [Onboarding] [Expansion]|
|Task View:||List, Board. File, Wiki|
|Custom Field can be shown:||Create Time, Expire Date, Assignee, Type, MRR|
Custom fields, task types, task status, etc. In the template can be customized, and you can adjust them according to the corresponding scene.
If you have problems during the use of the template, please contact the Tracup team.
Using Tracup to Unlock Powerful Agile Workflow WITHOUT ANY Agile Experiences Required