Success workflow templates
Templates for renewals, health checks, and customer success workflows.
Churn Save Pipeline Template
Kick off churn rescue motions quickly by logging risk signals, diagnostics, rescue experiments, and renewal decisions on one Instaboard pipeline with duplicate-locked cards, owners, labels, and proof attached.
success · churn-save-pipeline
Customer QBR Prep Pipeline Template
Turn scattered QBR prep into a repeatable pipeline — capture candidates, pull the right data, align the story internally, and track follow-ups on one Instaboard with duplicate-locked templates, labels, and owners.
success · customer-qbr-prep
Implementation Health Checks Template
Run structured implementation health checks across your customer base with a visual pipeline, duplicate-locked checklists, and outcome logs that keep owners, labels, and files aligned.
success · implementation-health-checks
Customer Reference Request Tracker Pipeline Template
Turn scattered customer reference asks into a single Instaboard pipeline so sales, success, and advocacy teams can track requests, approvals, calls, and outcomes in one place.
success · reference-request-tracker
Renewal Risk Watchlist Template
Track every at-risk renewal in one Instaboard pipeline so customer success leaders can see risk tiers, owners, dates, and next steps on a single, filterable watchlist.
success · renewal-risk-watchlist
