Build customer success plans faster with AI-powered Miro Flows
This template is for customer success, account management, and revenue teams who want to create clear, actionable customer success plans, faster and with better alignment across teams.
Powered by Miro Flows and Miro Sidekicks, this multi-step workflow helps your team turn customer data, usage insights, and internal context into comprehensive success plans, risk assessments, and executive-ready materials, all directly on the canvas.
👉 Learn more about the Customer Success AI Playbook:
https://miro.com/ai-playbooks/customer-success/
🎥 Watch the step-by-step walkthrough video: https://youtu.be/Yj6YrTSuPks
Who this template is for
Customer Success Managers (CSMs)
Account managers and renewal teams
Sales and revenue operations teams
Support and solutions teams
Leaders running QBRs and account planning
Whether you’re preparing for a QBR, planning an expansion, or managing account health at scale, this template gives you a repeatable, AI-assisted way to stay proactive and aligned.
Why you’ll love it
Faster success planning: Generate customer success plans in minutes
AI-powered, human-in-the-loop: Keep customer judgment with your team while AI accelerates synthesis
Single source of truth: Connect customer data, risks, and plans in one place
Built for collaboration: Work with AI and teammates together on the canvas
Easy iteration mid-flow: Update plans and instantly refresh downstream artifacts
What this template helps you create
An Account 360 overview
A customer success plan and QBR-ready slide deck
A risk and opportunity assessment table
A visual customer success workflow diagram
An executive summary and customer-facing outreach email
How to use the template
Click Use template to instantly deploy the customer success workflow
Add your inputs — CRM data, usage metrics, transcripts, and account context
Run the flow to generate connected customer success artifacts
Collaborate with your team or AI Sidekicks to refine plans and identify gaps
Iterate mid-flow and re-run downstream steps as account needs evolve
