Implementation Plan: Guide Customers to a Fast, Painless Go-Live

Implementation Plan: Guide Customers to a Fast, Painless Go-Live

What this program is all about

The Implementation Plan hub gives champions a step-by-step roadmap: kick-off checklist, resource requirements, integration tasks, and go-live support, so everyone knows who owns what and when. A repeatable flow slashes time-to-value and frees CSMs from high-touch hand-holding.

How you know it’s the right time

  • The deal just closed and the champion asks, “What’s next?”
  • Multiple teams (IT, Security, RevOps) need tight coordination.
  • Past projects lingered in “implementation limbo,” delaying value.
  • You’re pressured to improve the CSM-to-ARR ratio by standardising onboarding
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Build it with these widgets

Milestone Timeline
Progress Tracker
Resource Library
All

Metric this program moves

  • Early-stage CSAT
    +10 pts
  • Time-to-implementation
    -30%
  • Users live by Day 30
    +40% successfully onboarded
  • CSM hours per account
    -25%

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