I'm also interested in joining a discussion on Success Plan templates and processes. I put in effort last year to improve our success plans. I settled on using Powerpoint files as the initial format because we can create a much more visual design and it allows us to also utilize the file easily during virtual meetings (key during the last year) and also easily export to PDF. I created both a large, multi-slide deck and also a 1 pager (2 pages really) that condenses the format and key details that we need.
We deal with school districts across the country with varied needs, so we need a lot of flexibility in the information we capture. I have attached the condensed version in a sample file that I created as a guide for our CSMs. All the data is made up, but hopefully the format can be helpful as you consider your customers needs and how to plan effectively.
We have much to improve on the processes side of things to automate more of this process. I'd love to discuss more.
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Brady Bluhm
Imagine Learning
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Original Message:
Sent: 01-19-2021 07:41
From: Michael Porcelain
Subject: Customer Success Plan Templates
Hi All,
A big focus within my team this year is the development and implementation of success plans with each of our customers. We have a natural tool (monday.com) to host and automate these plans and I would be interested to see Success Plan templates this minds of this great community have created. I looked in the library but was unable to find anything.
Thank you!
#CustomerSuccess
#Strategy
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Michael Porcelain
Customer Success Team Lead at monday.com
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