Success Plans: Turn Customer Goals into a Live, Data-Driven Roadmap

What this program is all about

Stop emailing static spreadsheets. A Success Plan hub captures each customer’s business outcomes up-front, auto-pulls product-usage data, and surfaces a living set of recommendations that updates itself. The result: customers always know exactly what to do next—and you both see progress in real time.

How you know it’s the right time

• You’ve closed the onboarding chapter and need a longer-range adoption path
• The account’s exec sponsor is asking, “How will we prove value?”
• You don’t have CSM bandwidth for 1-to-1 planning, but still need personalisation
• Renewal is < 6 months out and you’re missing a clear success story