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Customer success plan

A collaborative hub for your next quarterly business review.
Capture success metrics with your customers and highlight wins along the way.
Oh, and this template was created with the 2-column page layout — your new go-to for quickly situating text or images side-by-side. To resize columns, slide column dividers. To add new 2-,3-, or 4-column layout sections, type /column on the page.
🎯 Key objectives
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Objectives
Implement Coda in Q3
Save 2hr/week internal meetings
Launch customer feedback tracker
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Q1
+4
Success plan
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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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