Customer Success Kit
Run better QBRs, build success plans that prove value, score health honestly.
Download the kit — free
3 templates in one zip (105 KB). We'll never share your email.
What's in the kit
- QBR template — quarterly business review your champion will actually share internally
- Customer success plan template anchored to the customer's desired outcome
- Customer health score template with adoption, sentiment, commercial, and engagement signals
Templates included
Each template also has its own page with usage guidance, FAQs, and individual download.
Customer SuccessQBR Template
A QBR template structured around the only question that matters to your customer's exec sponsor: "is this investment paying off?" Not a product update — a value review that your champion will paste into their leadership deck.
Customer SuccessCustomer Success Plan Template
A customer success plan template anchored to the customer's desired outcome, not your product roadmap. Six months of goals, milestones, and owners — the document that makes your QBR a value review instead of a status update.
Customer SuccessCustomer Health Score Template
A customer health score template that combines adoption, sentiment, commercial, and engagement signals into a single 1-5 score per account — so renewal-risk shows up in weekly reviews instead of three months before the renewal date.
When the kit isn't enough
AppDeck turns these templates into a live workspace — version control, permissions, signatures, and analytics built in.