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!

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Comments

Bertil Weil

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

Ramya Ragavan

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=/communities/community-home/digestviewer?communitykey=1261a423-6343-48a3-a722-6c04f19eacc8&tab=digestviewer&SuccessMsg=Thank+you+for+submitting+your+message.

Andrea A

Hi! Would you mind if I joined as well?

aamaro@xtiva.com

Thank you!

Jan Young

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

Katherine Bentley

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

Katherine.bentley@b2bmarketing.net

thank you

Daryl Colborne

Hi guys,

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

Regards,

Daryl

Brady Bluhm

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.

Robert asmar

+1 to join
robert.asmar@recvue.com

[Deleted User]

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.

Byron Sacks

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

Liam Farley

Thank you

l.farley@adinstruments.com

Saad Khan

Hi Ramya,

Can I get in this too?

Regards

Saad

Jason Myers

+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!

Busola Akinsete

Hi Rragavan,

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

Best regards,

Busola

Surendranath

Hello,

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

Thanks,
Surendra

Ramya Ragavan

Absolutely! Please let me know your preferred email address and we can coordinate to get a call on the books.

Liam Farley

Hi Rragavan and Michael,

Room for one more to join please?

Kind regards

Michael Porcelain

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

Ramya Ragavan

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