What Are Customer Success Plans?
Your Customer Success Plan is an internal asset that documents the steps, touchpoints, and deliverables you’ll need to complete to help your customers achieve their desired outcomes. Your Customer Success Plan is based on your customers’ desired outcomes (i.e., what they want to achieve with your product or service) as well as your business’s desired outcomes. If you haven’t completed our Desired Outcomes play, we recommend starting there and returning to this play. And remember, customer success isn’t the same thing as customer service or support.
This Play’s Objective
This play will guide you on how to implement customer success plans as a proactive approach that will help you fulfill your long-term vision for success with every customer, from their first experience with your organization through their renewal and beyond.
