Success Plans

Success Plans provide a structured roadmap for achieving the customer’s desired outcomes, aligning both the customer and the vendor around key milestones, goals, and success metrics. These plans ensure the customer is focused on strategic objectives, helping them unlock maximum value from the product post-onboarding.

Main Audience

• Champions
• Decision Makers

Main Company Goal Supported

• Increase Product Stickiness: By creating a clear plan with actionable goals, Success Plans drive consistent usage of the product and ensure that customers remain engaged and committed.
• Secure Renewals: A well-executed Success Plan shows clear progress toward the customer’s goals, increasing satisfaction and improving the likelihood of renewals.
• Upsell & Cross-Sell Revenue: Success Plans can help uncover new use cases and opportunities for additional features or product expansions as the customer progresses through the plan.

Customer Outcome (Objective)

Ensure that the customer has a clear path to achieving their desired outcomes, with defined milestones, timelines, and key success metrics to track progress.

Main Actions for the Audience:

• Champions: Align with their team to ensure internal stakeholders are aware of the progress and continue to engage with the plan.
• Decision Makers: Review and approve key milestones to ensure the plan aligns with the organization’s strategic objectives.

{{cta-demo2}}

Key Actions:

• Define Success Metrics: Collaborate with the customer to define key outcomes and success metrics that reflect their goals.
• Set Milestones: Break down the success plan into manageable milestones that the customer and CSM can track together.
• Regular Check-Ins: Establish a cadence for progress reviews to assess whether the customer is on track and make adjustments as necessary.
• Plan Adjustments: Adjust the plan based on changes in the customer’s business priorities, growth, or new opportunities for expansion.

Measurement of Success (Key Metrics):

• Percentage of milestones achieved
• Customer satisfaction with progress toward their goals
• Increase in product usage or feature adoption as a result of the success plan