About this template

For architecture firms, client satisfaction is everything. This template helps account managers track project updates, client communications, and satisfaction trends. Standardized playbooks for onboarding and check-ins ensure every client gets a consistent experience. Dashboards flag at-risk accounts so firms can intervene early and protect relationships.

What’s included

Boards

Accounts Board - This board helps Architecture Customer Success Managers keep track of all client accounts with relevant details such as company name, domain, contacts, and deals associated with each account. It enables a comprehensive view of each client, including their industry, number of employees, headquarters location, and company profile, which helps in personalizing interactions and enhancing client relationships.
Leads Board - The Leads board is essential for managing potential clients. It allows Customer Success Managers to track the status of each lead, create new contacts, and store important information such as company details, title, email, phone number, and last interaction date. This ensures that no lead falls through the cracks and helps in streamlining the follow-up process.
Contacts Board - This board centralizes all contact information, making it easy to manage relationships with individual stakeholders. It includes columns for name, email, phone, title, and company, along with the related accounts and deals. It also tracks the priority of each contact and any comments, ensuring that important details are readily accessible and follow-ups are timely.
Deals Board - The Deals board is crucial for tracking the progress of sales opportunities. It includes columns for deal name, stage, owner, value, contacts, accounts, expected close date, close probability, and forecast value. This board helps Customer Success Managers monitor deal stages, anticipate close dates, and focus efforts on high-probability deals to maximize revenue.
Projects Board - This board helps in managing various architectural projects by tracking project type, start and end dates, status, budget, and the assigned team. It ensures that all projects are on track, within budget, and adequately staffed, facilitating smooth project execution and client satisfaction.
Contracts Board - The Contracts board is vital for managing client agreements. It includes columns for contract name, type, start and end dates, status, value, and assigned team. This board helps in keeping track of contract terms, ensuring timely renewals, and managing the financial aspects of client relationships effectively.

Dashboards & Reports

Annual Target - This dashboard helps Customer Success Managers in architecture firms to monitor their yearly performance against set goals. It provides a clear overview of whether the firm is on track to meet its annual revenue targets, essential for strategic planning and resource allocation.
Monthly Target - By focusing on monthly goals, this dashboard enables Customer Success Managers to track short-term progress and make timely adjustments to strategies, ensuring steady growth and meeting client expectations consistently.
Average Deal Value - Understanding the average deal value helps in setting realistic sales targets and refining marketing strategies. It allows Customer Success Managers to identify high-value clients and tailor their engagement efforts accordingly.
Active deals - Forecasted Revenue - This dashboard provides a forecast of potential revenue from active deals, helping Customer Success Managers prioritize efforts towards deals that are more likely to close and contribute significantly to the firm's revenue.
Deal status distribution - By showing the current status of all deals, this dashboard aids in identifying bottlenecks and ensuring that deals progress smoothly through the pipeline, enhancing overall client satisfaction.
Actual Revenue by Month (Deals won) - Tracking actual revenue on a monthly basis helps Customer Success Managers assess performance trends and make informed decisions to improve sales strategies and client relationship management.
Pipeline conversion - This dashboard highlights the conversion rates at different stages of the sales pipeline, enabling Customer Success Managers to identify strengths and weaknesses in the sales process and optimize it for better results.
Activity tracker - Monitoring all client interactions and activities, this dashboard ensures that no follow-ups are missed and helps maintain a strong client relationship by keeping all engagements organized and timely.
Forecasted Revenue by month - Projecting future revenue on a monthly basis aids in financial planning and helps Customer Success Managers set realistic expectations and prepare for potential fluctuations in revenue.
Forecasted Revenue by Stage - This dashboard breaks down forecasted revenue by deal stages, allowing Customer Success Managers to focus on moving deals through the pipeline efficiently and identifying stages that may need more attention or resources.
Deals Stages by Rep - By tracking deal stages assigned to each representative, this dashboard helps in assessing individual performance, redistributing workload if necessary, and providing targeted support and training to the team.
Deal Progress based on Month Added - This dashboard tracks the progress of deals based on when they were added, offering insights into the speed of deal closures and helping Customer Success Managers identify trends and areas for improvement in the sales cycle.

Automations

When new email arrives → Notify item subscribers with a message - This automation ensures that Customer Success Managers are immediately informed of any client communications, allowing them to respond promptly and maintain strong client relationships.
When an email is opened → Notify item subscribers with a message - By notifying when a client has opened an email, this automation helps Customer Success Managers gauge client interest and follow up at the right time, enhancing engagement and the likelihood of closing deals.
When "Create a contact" is clicked → Move the item to the Contacts board - Streamlining the process of adding new contacts, this automation ensures all client details are organized in one place, making it easier for Customer Success Managers to manage and nurture client relationships.
When a lead is created → Set its status to "New Lead" - Automatically updating the status of new leads helps in maintaining an organized pipeline and ensures that no new opportunities are overlooked, allowing Customer Success Managers to prioritize new leads effectively.
When an activity/email is created in Emails & Activities → Update the "Last interaction" date - Keeping the last interaction date up-to-date helps Customer Success Managers stay on top of client engagements and ensures timely follow-ups, fostering better client relationships and higher satisfaction.

Frequently asked questions

How can this template help me manage architectural project timelines and client expectations?

This template allows you to track project milestones, deadlines, and deliverables, ensuring you can effectively manage client expectations and keep projects on schedule.

How does this CRM template assist in coordinating communications with clients and project teams in architecture?

The template includes features for logging and tracking all communications, ensuring seamless coordination between clients and project teams, and providing a centralized place for all correspondence.

Can this template help me handle client feedback and satisfaction surveys for architectural projects?

Yes, the template includes tools for collecting and managing client feedback and satisfaction surveys, helping you understand client needs and improve service quality.

How can I use this template to manage client onboarding processes in the architecture industry?

The template provides structured workflows for client onboarding, from initial contact to project kick-off, ensuring a smooth and efficient onboarding experience.

What features does this template offer for tracking client interactions and touchpoints in architecture?

The template allows you to log all client interactions and touchpoints, including meetings, calls, and emails, helping you maintain a comprehensive history of client engagements.

How does this CRM template assist in managing architectural project documentation and client approvals?

The template provides tools for organizing and tracking project documentation, as well as managing client approvals, ensuring all necessary documents are easily accessible and approvals are streamlined.

Can this template help me identify opportunities for upselling and cross-selling architectural services?

Yes, the template includes features to track client preferences and project history, enabling you to identify opportunities for upselling and cross-selling additional architectural services.

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About this template

What’s included

Frequently asked questions

How can this template help me manage architectural project timelines and client expectations?

How does this CRM template assist in coordinating communications with clients and project teams in architecture?

Can this template help me handle client feedback and satisfaction surveys for architectural projects?

How can I use this template to manage client onboarding processes in the architecture industry?

What features does this template offer for tracking client interactions and touchpoints in architecture?

How does this CRM template assist in managing architectural project documentation and client approvals?

Can this template help me identify opportunities for upselling and cross-selling architectural services?

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