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Client Success Plan Template
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Client Success Plan Template
Client Success Plan Template
Success Plan Template
Acme + Coda Success Plan
Meeting Notes
Past Meeting Notes
Success Plan
Objectives
Use Cases
Key Milestones
Tasks
Feature Requests
Meeting Notes
Past Meeting Notes
Meeting Date
Topic or Question
Notes
Added By
Meeting Date
Topic or Question
Notes
Added By
5/26/2021
2
We have a new teammate!
Jack - new Product Manager. First time using Coda. Quick Learner. Loving it!
CR
Casey Roberts
Talk through SSO Provisioning
Casey to follow up with Katie on instructions
KT
Katy Turner
👉
Next Up:
Objectives
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