Create and manage a success plan that can be used for the entire life-cycle of a customer.
- Enables Customer Success Managers and Customer Success Leadership team to formally document and monitor goals related to growth, performance, expansion and ROI goals.
- SWOT playbook can be used to track additional context about the customer in case SWOT analysis is needed or helpful for a particular customer.
Included Assets
- Success Plan Configuration (1) – This holistic customer plan can serve as a full lifecycle one-pager for each of your customers
- Playbooks (2) – Easily run a SWOT analysis on a customer, or monitor your partnership goals’ growth, performance, and expansion