Organizing meeting notes
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
Objectives
Implement Coda in Q3
Save 2hr/week internal meetings
Launch customer feedback tracker
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Filter by quarter : Q1 +4
Q1
+4Success plan
Objective
Milestones
Quarter
Owner(s)
% Complete
Outcomes
Implement Coda in Q3
Schedule company-wide Coda training.
Q2
000
100Training is scheduled for 9/25. Will be recorded for those unable to attend.
Configure SSO.
Q4
000
20
Save 2hr/week internal meetings
Analyze current meeting structure to see where time is spent.
Q1
000
55
Build internal meeting template to address pain points uncovered in analysis.
Q2
000
Launch customer feedback tracker
Work with Coda team to create working v1 of tracker.
Q3
000
0
Create co-marketing plan for promotion of the tracker.
Q4
000
50
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