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Discover the benefits of the Account Plan Template, specifically designed for Customer Success Managers. This comprehensive resource provides a structured approach to capturing essential account details, including current subscription information, account health metrics, delivered value, organizational structure, relationship mapping, whitespace identification, and action planning. By utilizing this template, CSMs can systematically uncover expansion opportunities within their accounts. Built on Canva, this template enables proactive account management, helping CSMs identify potential upsell and cross-sell opportunities, enhance customer satisfaction, and drive revenue growth. With its holistic view of the customer account, the Account Plan Template facilitates strategic decision-making, strengthens relationships, and supports long-term customer success. Whether you're new to customer success or an experienced professional, this Canva-based template will elevate your account management strategy.
In this template, HowNow - One home for all of your learning and skills - highlighted the key milestones of our onboarding process, each deliberately structured to be action-oriented and designed to drive specific outcomes. This approach ensures that every step of your journey with us is clear, focused, and aligned with our mutual goals for success, all facilitated through our innovative Customer Interface.
Angeline is a seasoned Customer Success Leader with over 17 years of experience in the B2B SaaS industry. She has successfully built and scaled Customer Success organizations across four startups from pre-seed to growth stages. She is the Founder & CEO of CSRevSpeak where she coaches CS leaders who carry a revenue quota and help them establish effective CS operating models for revenue growth and upskill their teams to do expansion sales.
Shachar Avrahami is the VP of Product & Strategy at EverAfter, where he helps companies transform how they engage customers through scalable customer programs. With over a decade of experience studying and implementing customer success strategies, Shachar has developed a deep understanding of what makes programs impactful.
Shachar Avrahami Get template
Shachar Avrahami is the VP of Product & Strategy at EverAfter, where he helps companies transform how they engage customers through scalable customer programs. With over a decade of experience studying and implementing customer success strategies, Shachar has developed a deep understanding of what makes programs impactful.
Shachar AvrahamiGet template
