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Client Success Plan Template
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Client Success Plan Template

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Acme + Coda Success Plan

Welcome to Coda! We are so excited to have you on board.
To help you get the most out of your investment in Coda, we've created this Success Plan to measure progress throughout our engagement. We’ll use this plan to track meeting notes, objectives, use cases, product feedback, and tasks. This is meant to be a collaborative doc, so please make updates and add in additional pages as you see fit.

Here at Coda, we have many resources to support you!


👥 Your Coda Team

Name
Email
Role
Description
1
Casey Roberts
casey@coda.io
Customer Success Manager
Your main point of contact. Can help to facilitate trainings, assist with doc builds, and will run QBRs.
2
Brian Dywer
​
Account Executive
Can help to pitch Coda internally. Will be your contact for questions related to upgrades and renewals.
3
Support Team
support@coda.io
Real-time Support
Real-time help or assistance with Coda troubleshooting, bugs, workarounds by emailing support@coda.io or clicking the “?” in the bottom right of any doc.
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🍎 Resources

Resource
Description
Facilitator
1
Team trainings
Live (Zoom) training customized for your team’s needs.
CSM
2
Doc-building assistance
One-off meetings to assist with new use-case design. (Depending on scope, may require additional professional services).
CSM
3
Regular reviews
Kickoff, and quarterly business reviews (QBRs) to evaluate success of Coda and ensure continued benefit.
CSM
4
Services - doc building
Paid service to help plan and build your docs(s) and train your team on those docs. Reach out to your CSM for more information.
Solution Architect
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👉 Next Up:
Meeting Notes
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