
For personal, non-commercial projects only
About
A clear, stage-by-stage view of your customer lifecycle — who owns what, what success looks like, and how to keep customers moving forward. Fully customizable for your team.
This template helps you map every stage of the customer experience — from first touch to renewal and beyond. It’s designed to create alignment across teams, clarify responsibilities, and ensure no step gets missed as customers move through their lifecycle.
💡 How to Use
Customize each stage based on your GTM motion and customer experience
Assign owners and system to clarify who's responsible and what tools are in play
Use it during onboarding, QBRs, and ops reviews to improve visibility and drive consistency
Update regularly to reflect changes in team structure, responsibilities, or customer needs
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If your download isn’t what was promised, we’ll make it right. Eligible purchases can be refunded within fourteen calendar days when listings mislead, files fail, or duplicate checkouts happen.
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