Build AI-Powered Digital Success Plan
Build customer-facing success plans that live in front of the customer, personalized, dynamic, and proven to drive alignment, engagement, and measurable outcomes.
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How does a “Success Plan” interface work?
Step 1: Capture Goals and Desired Business Outcomes
Unify Expectations: Prompt customers to define their primary objectives, ensuring all stakeholders operate from a clear, shared vision.
Auto-Sync to CRM: Capture and log goals seamlessly into your CRM for a single source of truth—no manual data entry required.
Set the Stage for Success: Establish measurable targets from the start, helping your team act as a strategic partner rather than just another vendor.
“EverAfter helps us deliver personalized recommendations and create success plans at scale to drive customer adoption”.
Austin, Digital Growth Manager at Okta
Step 2: Automatically curate personal recommendations for each customer
Data-Driven Insights: Leverage our platform’s intelligence to surface personalized action items aligned with customers’ specific goals.
Accelerate Time-to-Value: Provide customers with an immediate roadmap that fast-tracks them from initial sign-on to tangible progress.
Elevate the Experience: Demonstrate expertise and build trust by offering tailored guidance that resonates with your customers’ unique needs.
Step 3: Track progress & mark activities as complete
Real-Time Visibility: Effortlessly monitor completion status through automated updates based on actual product usage.
Keep Everyone Aligned: Ensure Customer Success teams and clients stay on the same page with instant alerts and progress dashboards.
Celebrate Milestones: Reinforce positive engagement by highlighting each win and fueling motivation to achieve the next phase of success.
Step 4: Unlock Advanced Recommendations
Ongoing Growth Opportunities: Once initial goals are met, our platform reveals a higher-level set of recommendations to elevate results further.
Adaptable Success Journeys: Continuously refine plans to suit evolving business objectives, ensuring lasting relevance.
Deepen Relationships: Demonstrate unwavering commitment to your customers’ success, nurturing long-term loyalty and advocacy.
"EverAfter gave us the infrastructure to operationalize a personalized experience, backed by data, across a large segment."
Alana Stoltzfus
Senior Manager, Digital
Acceleration & Growth
“EverAfter has allowed us to move away from troubleshooting toward deep strategic conversations."
Danny Chalmers
Revenue Operations
"EverAfter lets me sleep at night. At any hour, anywhere in the world, our customers have the resources they need to succeed—with or without a dedicated CSM."
Ty Murphy
Director of Global Scaled Success, Orca
