Customer service templates for email, help center, and more (free!)

Use this Card to capture all of the key information about a feature release in one spot, including how to support the feature through various channels.

Use this template to ensure your conversations with customers match your company’s brand voice and tone.

Use this template to document an upcoming feature and any supporting information your team may need.

Use this template to document troubleshooting guidelines for your product and ensure that your customer-facing teams can help the customer solve the issue at hand.

Use this Card as a place to document your team's scheduling, coverage, and service level agreements.

Use this Card as a place to gather important onboarding information for members of your support team.

Use this Card as a place to document the best ways to respond to customers asking questions on Twitter.

Use this Card as a place to document the best ways to get to know each other and quickly communicate.

Use this Card as a place to coach customer support team members on how to speak with your customers.

Use these templates to streamline your customer experience and support processes.

Use this template to prepare for success with your new job or new hire.

Use this Card as a place to organize relevant information for members of the customer support team.

Use this Card as a place to document and share the 4 Ps of running an effective meeting.

Use these templates to save your team time, create share-worthy meeting minutes, and host meetings that people actually appreciate.

Use these templates to simplify and scale your team's process documentation.