Customer Success Leadership Community

Customer Success Plan Templates

  • 1.  Customer Success Plan Templates

    Posted 01-19-2021 07:41
    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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  • 2.  RE: Customer Success Plan Templates

    Posted 01-20-2021 14:09
    I would be happy to share with you what we have built and walk you through it. LMK if you would like to connect offline

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    Rragavan
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  • 3.  RE: Customer Success Plan Templates

    Posted 01-20-2021 14:34
    Hi Rragavan,

    That would be great. Would be happy to connect and see what you have built out. Please be in touch - michaelp@monday.com

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    Michael Porcelain
    monday.com
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  • 4.  RE: Customer Success Plan Templates

    Posted 01-20-2021 15:48
    Hi Rragavan and Michael,

    Room for one more to join please?

    Kind regards

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    Liam Farley
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  • 5.  RE: Customer Success Plan Templates

    Posted 01-20-2021 18:28
    Absolutely! Please let me know your preferred email address and we can coordinate to get a call on the books.

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    Ramya Ragavan Sr. Director Customer Success
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  • 6.  RE: Customer Success Plan Templates

    Posted 01-21-2021 07:46
    Hello,

    Would be interested to join if you are okay to invite.

    Thanks,
    Surendra

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    Surendranath
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  • 7.  RE: Customer Success Plan Templates

    Posted 01-21-2021 07:49
    Hi Rragavan,

    I would be keen to join also please if that is ok?

    Best regards,

    Busola


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    Busola Akinsete
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  • 8.  RE: Customer Success Plan Templates

    Posted 30 days ago
    Hello there, I'd love to also be included if there is room for one more?

    Katherine.bentley@b2bmarketing.net 

    thank you

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    Katherine Bentley
    B2B Marketing
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  • 9.  RE: Customer Success Plan Templates

    Posted 01-21-2021 09:59
    +1 here...would love to join a call about success plans. jason@altrio.com

    Also theres a company called StrikeDeck that shares success templates/account management templates as part of their cold outreach strategy for finding CS clients....I havent worked with them directly but I did look through the templates they shared with me and they were pretty decent. Not perfect but a good starter. Might be worthwhile to see if they'll share with you - they seem pretty liberal about sharing, but of course I can't just go posting their stuff.  Hope that helps!

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    Jason Myers
    Vice President
    Altrio
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  • 10.  RE: Customer Success Plan Templates

    Posted 01-21-2021 15:02
    Thank you :)

    l.farley@adinstruments.com

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    Liam Farley
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  • 11.  RE: Customer Success Plan Templates

    Posted 30 days ago

    Hi! Would you mind if I joined as well? 

    aamaro@xtiva.com

    Thank you! 



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    Andrea A
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  • 12.  RE: Customer Success Plan Templates

    Posted 01-21-2021 10:42
    Hi Ramya,


    Can I get in this too?

    Regards

    Saad

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    Saad Khan
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  • 13.  RE: Customer Success Plan Templates

    Posted 30 days ago
    Hi Ramya,
    I would be interested in joining too, JanYoungCX@gmail.com
    Thanks!
    Jan

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    Jan Young
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  • 14.  RE: Customer Success Plan Templates

    Posted 01-22-2021 06:32
    Hi @Michael Porcelain,

    I am also actively on the hunt for success plans, templates, sales-->CSM handoff, ​marketing must-haves, advocacy programs to mention a few...

    I recently found some reporting templates Tom Connery's podcast 'Talking Customer Success'
    I thought to share:
    https://drive.google.com/folderview?id=194Pal0E0BJordNI7Q-GHCD2ONSOyu6e8

    @Ramya Ragavan kindly include me in the session: Byron@tech-connect.com.au ​​

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    Byron Sacks
    Tech Connect
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  • 15.  RE: Customer Success Plan Templates

    Moderator
    Posted 01-22-2021 07:35
      |   view attached
    Hey Michael - Thanks for bringing this topic up. One of our Q1 Initiatives at Gain Grow Retain is to focus on building out our Library with Tools/Templates. Here's a version that we created a little bit ago that we've used several times before. 

    Hoping others will upload their versions so we can build out the Library.

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    Jeff Breunsbach
    Founder, Gain Grow Retain
    Director of CX at Higher Logic
    Top 25 Influencer 2020
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    Attachment(s)



  • 16.  RE: Customer Success Plan Templates

    Posted 01-22-2021 10:25
    +1 to join
    robert.asmar@recvue.com

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    Robert asmar
    Director of Customer Success
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  • 17.  RE: Customer Success Plan Templates

    Posted 01-22-2021 11:27
      |   view attached
    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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    Attachment(s)

    pdf
    Success Plan 1pager.pdf   653 KB 1 version


  • 18.  RE: Customer Success Plan Templates

    Posted 30 days ago
      |   view attached

    Hi guys,

    Here is what my team and I created. Hope this helps!

    Regards,

    Daryl



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    Daryl Colborne
    Director, Customer Success
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    Attachment(s)



  • 19.  RE: Customer Success Plan Templates

    Posted 28 days ago
    Michael, Sorry we didn't get to connect over a call...I just posted our template to the discussion board. Would love to hear your thoughts on this! 
    Everyone on this thread: Please feel free to share your thoughts on our version of the template! 
    https://www.gaingrowretain.com/communities/community-home/digestviewer/viewthread?GroupId=1&MessageKey=57e1a8fd-a37c-43f3-8cec-fa92c2c722bb&CommunityKey=1261a423-6343-48a3-a722-6c04f19eacc8&tab=digestviewer&ReturnUrl=%2fcommunities%2fcommunity-home%2fdigestviewer%3fcommunitykey%3d1261a423-6343-48a3-a722-6c04f19eacc8%26tab%3ddigestviewer%26SuccessMsg%3dThank%2byou%2bfor%2bsubmitting%2byour%2bmessage.

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    Ramya Ragavan Sr. Director Customer Success
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  • 20.  RE: Customer Success Plan Templates

    Posted 27 days ago
    Hi Ramya, such a shame, I would have loved to join the conversation. Have you recorded the call? Stay safe and speak soon, Bertil

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    Bertil Weil
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