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
Customer Success Manager
Your main point of contact.
Can help to facilitate trainings, assist with doc builds, and will run QBRs.
Can help to pitch Coda internally. Will be your contact for questions related to upgrades and renewals.
Real-time help or assistance with Coda troubleshooting, bugs, workarounds by emailing firstname.lastname@example.org or clicking the “?” in the bottom right of any doc.
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Live (Zoom) training customized for your team’s needs.
One-off meetings to assist with new use-case design. (Depending on scope, may require additional professional services).
Kickoff, and quarterly business reviews (QBRs) to evaluate success of Coda and ensure continued benefit.
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.