Customer success plans

How *not* to build a success plan:

– show complexity
– use product jargon
– make a long presentation
– focus only on your product

A better way:

– anchor to business objectives
– set measures of success
– call out milestones
– identify risks

A success plan is for your champion or day-to-day contact… to take to their boss.

Done well you’ll make THEM a hero.

A hero with a plan.

In return, perhaps a customer for life.

Here’s a Joint Success Plan I’ve used in the past. 👇

Steal it.

How do you document and communicate value with your customers?

Joint Success Plan

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