Customer Success Resources

Success Plan Template for Customer Success Teams

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CSMpractice.com Sample Template for Customer Success Teams Goals : Create a strategic plan for customers based on overall goals and well defined projects . Action: As you prepare a success plan for a client, have their business goals, suggested action plan to achieve these goals with your solution, as well as resource plan defined at a high level : Track Objective KPI Action Plan Customer Responsibility Priority Education Increase client Productivity Reduce process time by 50% • Customize training documents for client • Reach out to client to schedule training • Record training share online • Prioritize resource availability • Provide facility and work with CSM to schedule training High Adoption Improve client's business proces ses by adopting additional mode ls Increase revenues by X% • Work with PS team to create SOW • Schedule weekly meetings to ensure adoption of new feature • Provide link to online training for this feature • Attend and fu l l y participate in meetings and training sessions • Assign a technical admin lead High Success: Incorporating success plans into your customer success strategy can increase your productivity in creating strategic plans for your customer . Need help in being strategically more productive and increase efficiency ? CSM Practice can help you uncover opportunities to becoming more productive, efficient and scale by leveragin g your current customer success systems. Contact us today, to learn more about how we helped companies like yours to become more proactive and strategic with their clients. S u c c e s s P l a n T e m p l a t e S a m p l e f o r C S M t e a m s

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