💼 Empower Your Customer Success Team with EvaluationsHub’s Free B2B Template

Customer success is the heartbeat of any B2B business. Whether you’re managing onboarding, tracking engagement, or preparing for renewals, having a clear overview of your accounts is essential.

That’s why EvaluationsHub created a free Excel-based Customer Success Template—designed for medium-sized B2B teams to manage customer health, flag risks, and drive retention.

✅ Key Features

• Track onboarding progress and account segmentation
• Monitor health scores and engagement metrics
• Identify at-risk accounts with flags and action plans
• View upcoming renewals and average health scores in a dashboard

🎯 Who Should Use It?

Perfect for:

• Customer Success Managers
• Account Managers
• B2B SaaS and service providers
• SMB and Mid-Market teams

🚀 Download the Free Template

📥Customer Success B2B Template – Excel Tool for Account Management