Customer Success Consulting Proposal
Customer success consulting proposal with a churn diagnosis, health score, playbooks and three one-time options.
Free for 14 days. No card required.
Make this template yours
A clear structure
A starting point for the scope, pricing and next steps you want to share
Ready to edit
Keep useful sections and replace the content with your client details
Your brand
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About this template
What’s in the Customer Success Consulting Proposal
10 parts, in the order your client reads them. Every part is editable: keep what fits the job, rewrite the rest and add your own.
Overview
Introduction
You want to keep more of the customers you already have before you spend more on finding new ones.
Your situation
2 million in yearly revenue across 410 customers.
Our recommendation
Each step ends with a decision you approve before the next one starts.
What is included
Everything in the recommended option, Diagnose, design and launch.
Who you will work with
Ran customer success at two software companies through Series B, then fifteen retention projects for B2B software firms between $5 million and $40 million in revenue.
Results for a similar client
A software company with the same problem with small customers.
Covers: The client, The work, The result
Options and fees
Three options. We recommend Diagnose, design and launch.
Questions
We start with what you have. The health score uses three or four signals at first and improves as you add more.
Next steps
Pick an option and any extras, then accept on this page.
Frequently Asked Questions
What should I change before sharing?
Replace sample names, scope, dates and prices with your client details. Review the terms and remove any section that does not apply.
What should I include?
Include the scope, deliverables, timing, pricing and next step your client needs. Keep each section focused on the decision rather than a fixed page count.
Can I customize sections and branding?
Absolutely. You can edit copy, reorder sections, and apply your logo, colors, and fonts directly inside Propovo's editor. Full customization is available.
How do I use this template?
Preview the template here, then create a Propovo account to customize it. Check the pricing page for current trial terms and plan limits.
Ready to make it yours?
Add your scope, pricing and brand. Preview the client experience before sharing.