Success Plan templates

All,
There was a discussion topic for "Customer Success Plan templates" and I had mentioned I was willing to share what we had put together for our team - a lot of interests and requests to join the call but let's face it...timezone challenges!

I have attached a copy of our template for anyone to view, gather ideas, etc. I understand that no company and/or no client is the same! Real success lies in "making it your own" so your clients can better relate to what you share and present to them - I would love to hear how you made it your own and how it helps drive success for your client base!

Hope what I share helps and inspires you! I am open to your constructive feedback on our template - anything we missed? anything we need to update? Welcome all suggestions!

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