Customer Success Plan Templates

Michael Porcelain · January 2021

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!

Ramya Ragavan · January 2021

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

Michael Porcelain · January 2021

Hi Rragavan,

That would be great. Would be happy to connect and see what you have built out. Please be in touch - [email protected]

Liam Farley · January 2021

Hi Rragavan and Michael,

Room for one more to join please?

Kind regards

Ramya Ragavan · January 2021

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

Surendranath · January 2021

Hello,

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

Thanks,
Surendra

Busola Akinsete · January 2021

Hi Rragavan,

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

Best regards,

Busola

Jason Myers · January 2021

+1 here...would love to join a call about success plans. [email protected]

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!

Saad Khan · January 2021

Hi Ramya,

Can I get in this too?

Regards

Saad

Liam Farley · January 2021

Thank you

[email protected]

Byron Sacks · January 2021

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: [email protected]

Jeff Breunsbach · January 2021

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.

Robert asmar · January 2021

+1 to join
[email protected]

Brady Bluhm · January 2021

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.