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Gainsight - I'm having an awful onboarding experience. Looking for someone who has had a positive experience.

Hi All, I'm going now into month 6 of my onboarding with Gainsight. It's pretty ironic how It's been such a negative experience. Recently I added a paid TAM with gainsight just to get this going the way it needs to be. In parellel, I'm still working with my orginal PS team, who have not...




Discussion Post
Decreasing Scope of CSMs

Hi Folks, I'm considering some changes to how our CSMs operate and would love some feedback. I've tried to summarize things succinctly below, but if anything is unclear please just ask! History I'm new to my company. We've had CSMs for a couple years, but from what I've learned their roles...


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RE: Customer Success Plan Templates

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...

Success Plan 1pager.pdf


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RE: Customer Success Plan Templates

+1 to join robert.asmar@recvue.com -- Robert asmar Director of Customer Success --


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RE: Customer Success Plan Templates

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...

Joint Success Plan [Template, v1.1].docx


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RE: Customer Success Plan Templates

Hi , 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...


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RE: Customer Success Plan Templates

Thank you :) l.farley@adinstruments.com -- Liam Farley --


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RE: Customer Success Plan Templates

Hi Ramya, Can I get in this too? Regards Saad -- Saad Khan --