Enhance Your Customer Success Strategies with this Comprehensive Free Trello Template
Are you ready to enhance your customer success strategies? My free Customer Success Trello board provides valuable resources, actionable steps, and downloadable templates to help you establish and maintain successful customer relationships.
Whether you're new to customer success or seeking to improve your approach, this Trello board has everything you need.
Why Give Away This Much for Free?
I've been working in Customer Success since 2016, when I created my "Business Concierge" service offering. I realized that many business owners wanted to focus on their core strengths but often lacked the tools, skills, or operational plans to consistently support their customers, improve, and create brand advocates.
Over the years, I've freelanced and held customer success roles in various industries, including products, SaaS, service providers, tech startups, medical tech, and media companies. These experiences were invaluable, but I didn't effectively document them until a mentor advised me that there's a significant market need for Customer Success, citing my 8 years of experience and success. Encouraged by this advice, I created this foundational board to help anyone understand and implement these concepts.
I hate being sold to but enjoy exploring concepts and obtaining help precisely when and where I need it. I recognize that time and money are valuable, and sifting through endless content is frustrating.
My Trello boards serve as DIY courses, helping you assess what you know, what you need to work on, how to create your own processes and operations, how to scale them when necessary, and which tools to use. If you have questions or need support, I'd be happy to help you achieve your goals, but I won't ever push you into a sale.
We can schedule a free consultation to determine the type of support you require, or book a Quick Fix session to address quick questions and maintain your momentum.
What you’ll learn
Every Card Packed with Value.
Each card functions as a standalone lesson and evergreen resource that you can revisit whenever you feel the need.
What’s Inside:
Comprehensive Guides: Learn the fundamentals of customer success, from defining success metrics to setting up effective support channels.
Actionable Steps: Implement practical strategies to enhance customer satisfaction and loyalty.
Downloadable Templates: Access ready-to-use templates for Standard Operating Procedures (SOPs), training guides, and more.
Interactive Checklists: Use Trello's built-in checklists to track your progress and stay organized.
20+ Comprehensive Downloadable Resources Included
Customer Success Fundamentals Guide A comprehensive introduction to the principles and practices of customer success.
SMART Goals Guide for Customer Success A guide to setting Specific, Measurable, Achievable, Relevant, and Time-bound goals in customer success.
Startup Customer Success Guide Tailored strategies and best practices for startups and small businesses.
Key Terms and Definitions Guide Essential terminology and definitions to help you master customer success jargon.
Simple Customer Segmentation Guide Tools and techniques for identifying and understanding your different customer segments.
Basic Customer Journey Map Guide Step-by-step instructions for creating a customer journey map.
Essential Customer Feedback Guide Methods for gathering and utilizing valuable customer feedback.
KPI Tracking Essentials Guide Key performance indicators (KPIs) to measure and track customer success.
Customer Success Software Overview A review of the best tools and software for managing customer success.
Metrics Review Essentials Guide Guidelines for conducting regular check-ins and updates on success metrics.
These tools are designed to complement the Trello guide, providing deeper insights and practical support to optimize your customer success operations. Here’s what you can expect:
Communication Basics for Customer Success Guide Effective communication strategies to enhance customer interactions.
Personalization Basics for Customer Success Guide Techniques for personalizing interactions to boost customer engagement.
Community Building Essentials Guide Strategies for creating and nurturing a community for your users.
Support Channel Basics Guide Steps to establish effective customer support channels.
Proactive Support Basics Guide Proactive strategies to anticipate and address customer needs.
Complaint Management Essentials Guide Processes for handling and learning from customer complaints.
Scaling Customer Success Basics Guide Insights on when and how to scale your customer success efforts.
Intro to Automation Tools Guide An introduction to tools that can automate customer success tasks.
Customer Success Training Basics Guide Guidelines for training your team on customer success principles.
Event Preparation Basics Guide Checklists and tips for preparing for in-person conferences and online networking events.
Get Started
This comprehensive resource kit, valued at over $500, is now available to you for free. Each guide and template is designed to ensure you have all the tools you need to succeed.
How to Access Your Free Trello Board:
Sign Up: Enter your email address below to get instant access to the Trello board.
Start Using: Click the link, explore the board, and start implementing the strategies right away.
My work focuses on business as a force for economic justice, historically primarily supporting women and minority entrepreneurs. As a process designer, business coach, operational strategist, and nonprofit consultant, I help entrepreneurs and nonprofits realize their ideas and dreams.
Coven Consulting was born from my desire to offer hard-won strategies to growing organizations. I also wanted to create a supportive network for female entrepreneurs and service providers, sharing the resources I've developed over the last decade in the digital consulting space.
