I am working on a presentation and need example success plans. I know there are various styles and information included and would love to see how other people set them up.
Thanks.
Hey @Brian Hartley , circling back on this.
Issues with success plans I am facing are-
Couple of questions for the group:
Stealing this
Hey @Kevin Mitchell Leonor do you use this template for all of your customers? How many does that equal?
Thanks Jay. I also have the Success Hacker version.
Hey @Melissa Logothetis heres the template we use: https://docs.google.com/document/d/1V8vjRR52OJ7BVtJl2nLHWf8ZJ2_S5t-DX-ff3C2UJsc/edit
it follows the model of OKRs - objectives and key results. KRs being the measurable smart goals that allow us to determine if we’ve met the objective.
success hacker also has a version of this they call the Success Plan Canvas.
thanks
here is a screenshot of the email template i use to present the success plan for review.
Hey @Melissa Logothetis - Not necessarily an example right now but here's a thread with a few points going around this topic: https://community.customerimperative.com/post/5eb151b87f010f13fe503cfa