Customer Success Manager Quarterly Review

Streamline Your CSM Performance Reviews with Paperform

Managing a high-performing customer success team requires clear visibility into the metrics that matter. This Customer Success Manager Quarterly Review template is designed for SaaS companies, technology firms, and subscription-based businesses that need to evaluate CSM performance across the key indicators that drive retention and growth.

Instead of piecing together performance data from multiple spreadsheets and sources, this template brings together account health scores, renewal rates, expansion revenue, customer satisfaction metrics, advocacy development, and proactive outreach quality into one comprehensive review form. Whether you're a VP of Customer Success, a CS Operations Manager, or a People & Culture leader, you can customize this template to match your specific evaluation framework and success criteria.

What makes this template powerful

This quarterly review form captures both quantitative metrics (renewal rates, expansion revenue, NPS scores) and qualitative assessments (relationship quality, strategic thinking, proactive engagement). The structure supports meaningful performance conversations while creating a clear record for compensation reviews, promotion decisions, and professional development planning.

With Paperform's conditional logic, you can tailor follow-up questions based on performance ratings, automatically route reviews to different stakeholders, and trigger next steps in your performance management workflow. Connect the form to your HRIS, CRM, or project management tools via Stepper to automatically log reviews, create development plans, or notify managers when reviews are complete.

Built for modern CS teams

Customer Success has evolved from reactive support to strategic revenue driver. This template reflects that reality by balancing retention metrics with expansion opportunities, customer advocacy, and the proactive behaviors that prevent churn before it happens. You can adapt the scoring criteria to match your company's definition of success, add custom questions for role-specific responsibilities, and create a consistent evaluation framework across your entire CS organization.

Paperform's doc-style editor makes it easy to adjust questions, add context-specific guidance, or embed your company's competency framework directly into the form. Since everything can be branded to match your company's look and feel, the review experience feels professional and intentional—not like a generic survey tool.