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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
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Filter by quarter :
Q1
+4
Success plan
1
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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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