Hi all
Happy Thursday!
I recently initiated a task to align the WoW in our Customer Success Teams. One of the things, that I am looking into is the way the CS teams work with account plans. In that connection, I would like to change the name "account plan" to something less "salesy". It is important to mention that I already did create a separate template for an external Success Plan and defined a WoW according to that. The account plan should work as an internal document exclusively.
I have a few ideas in mind but would really appreciate your input on a new cool name for account plans
Ideas that came up:
- The Customer Blueprint
- The Strategic Plan
Best
Julie