The Sales Team Starter Kit
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The Sales Team Starter Kit
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Customer success plan

A collaborative hub for your next quarterly business review.
💡 Copy this template or type /customer success plan in your doc.
Capture success metrics with your customers and highlight wins along the way.
🎯 Key objectives
0
Objectives
1
Implement Coda in Q3
2
Save 2hr/week internal meetings
3
Launch customer feedback tracker
There are no rows in this table
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Filter by quarter :
Q1
+4
⁠
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Success plan
1
Objective
Milestones
Quarter
Owner(s)
% Complete
Outcomes
Implement Coda in Q3
Schedule company-wide Coda training.
Q2
AC
Alan Chowansky
000
100
Training is scheduled for 9/25. Will be recorded for those unable to attend.
Configure SSO.
Q4
AC
Alan Chowansky
000
20
​
Save 2hr/week internal meetings
Analyze current meeting structure to see where time is spent.
Q1
PR
Polly Rose
JD
Joel Davis
000
55
​
Build internal meeting template to address pain points uncovered in analysis.
Q2
PR
Polly Rose
000
​
Launch customer feedback tracker
Work with Coda team to create working v1 of tracker.
Q3
PR
Polly Rose
000
0
​
Create co-marketing plan for promotion of the tracker.
Q4
JB
James Booth
JD
Joel Davis
000
50
​
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