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Customer Success Plan Template
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Success Plan Template

Success Plan

Capture success metrics with your customers and highlight wins along the way
Below is an sample Success Plan that you can use to collaborate with your customers. Make a copy of this doc to add or remove attributes that you want to measure throughout your engagement. For example, you may want to capture responsibilities in DACI model or create a scorecard for your success metrics. All of this is possible with the flexibility of Coda's and .
🎯 Key Objectives
0
Objectives
1
Objective A
2
Objective B
3
Objective C
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Success Plan
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Objective
Milestones
Quarter
Owner(s)
% Complete
Outcomes
Objective A
Add new Milestones here...
Q2
JD
Joe DiMento
000
100
Capture business outcomes in real-time!
Q4
JD
Joe DiMento
000
20
Objective B
Q1
JS
John Scrugham
LS
Lauren Struthers
000
80
Objective C
Q3
LS
Lauren Struthers
000
0
Q4
JS
John Scrugham
LS
Lauren Struthers
000
50

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