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Client Success Plan Template
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Client Success Plan Template
Success Plan

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Objectives

What are Acme Corp’s Company objectives for 2021?
Fewer recalls of products
X in revenue by EOY

What are Acme Corp’s objectives for Coda in 2021?
Move all Product Team processes to Coda
Roadmap, OKRs, Retros, Recall
Start introducing Coda to other teams at Acme
Sales, CS, Warehouse, People Ops

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👉 Next Up:
Use Cases
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