Customer Success Plan Template

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The customer success plan helps your organization outline a clear plan of what and how you will deliver value throughout the customer lifecycle. Loop in your CS, marketing and sales teams to create an effective, ongoing engagement strategy.

You should include your company goals (reduce churn, increase expansion, etc.), strategic data about your ideal customers, the engagement model you plan to use at different customer lifecycle stages, and an outline of your CS process including messages, tasks and milestones.

The living customer success plan template allows you to instantly sync with your team, different departments and management. You can add collaborators to work in real-time. And you can share the customizable link to keep colleagues up-to-date on your progress.

Yes! You can invite as many people as you’d like to collaborate on your customer success plan. As a platform, Xtensio helps improve the way your team works.

Choose your file format. Present it as a full-screen digital slideshow, share it as a responsive web link or export it as a PDF (customize the PDF size) or PNG.

We do! There are a number of different templates, examples and resources to guide you through optimizing the customer lifecycle. Check out our Customer Success toolbox and our Strategy toolbox to find more tools and resources.