Keep customers happy and reduce churn with automated onboarding, proactive support, and engagement workflows. These templates help CS teams scale their impact without scaling headcount.
Templates
Use Cases
To Import
Most-used templates in this category
Customer onboarding sequence
Ready to customize and deploy
NPS survey automation
Ready to customize and deploy
Churn risk alerts
Ready to customize and deploy
Renewal reminder workflow
Ready to customize and deploy
Common use cases for customer success templates
Onboarding
Health scoring
Renewals
Surveys
Get started in three steps
Explore templates and preview the workflow structure
One-click import and connect your accounts
Modify as needed and activate your workflow