How customer success teams use Slite

January 5, 2018

Working in a CS team implies a solid customer understanding and a perfect coordination around processes to perform. Information must always be accessible to keep the team focused on getting more done. Here's how you can get more done with Slite. Follow this use case and give your team the perfect place to work more efficiently and autonomously.


  • Team Playbook 📌

For CS teams, processes mean a lot. To get aligned on the best ways to do your job, it's important to keep a quick access to it. Your team playbook should be your single source of truth to get your team aligned and ensure the development of more efficient and sophisticated workflows.

ie. LifeCycle guidelines, How to use a specific tool, How to Upsell, How to deal with churning accounts

📕 Template playbook


  • Strategy 🎯

Share some simple notes to get everyone aligned on strategy & objectives. Show in which direction you're heading.

ie. Roadmap, Objectives


  • Educational Material 🎮

Start to draft the material you need to grow and deepen the usage of your customer. Keep educating them thanks to the best insights of your team! Let your team comment on improvement suggestions and get the ball rolling.

ie. List of use cases, Feature guides, Best practices, Trainings


  • Onboarding 🌱

Create a simple note for each role and link this note with your Sales playbook, Strategy, Script notes. Use checkboxes to follow up the onboarding progress and let the new employees their two cents on the process.

ie. Customer Success Manager Offer


  • Customers notes 📝

You can easily keep track of conversations with your customers. Just create a template to standardize notes and store information in your collaborative memory.

ie. Template of Customer Follow Up


  • Report 📊

Always keep an eye on performances to see how to improve processes. Use tables or add spreadsheets, Gecko-board, power BI link.


  • Weekly meeting 💬

Week on week you're growing and also dealing with new questions & challenge. Keep a track of it and get the team on the same page.

ie. Template Agenda, Template Report


One last thing: if you're using Slite with other teams, keep all HR material in one channel. If you are using with just your HR team, create several channels according to different use cases.


🤗 Pitch in: we'd love to hear how you're using Slite as CS team! You can also learn about how Zenchef's Customer Success team uses Slite a real life use case.


We've made it easy for you: check Slite Shapes to pick up some templates  


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