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Client Success Plan - demo
Success Plan Template
Acme + Coda Success Plan
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Past Meeting Notes
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5/26/2021
2
We have a new teammate!
Jack - new Product Manager. First time using Coda. Quick Learner. Loving it!
CR
Casey Roberts
Talk through SSO Provisioning
Casey to follow up with Katie on instructions
KT
Katy Turner
1/9/2023
1
Upcoming QBR planning
Make sure you discuss renewals
CR
Casey Roberts
11/17/2022
1
Recommendations for cleaning up PM Onboarding doc
Client said docs were outdated and need to update
Matt Chandler
1/1/2023
1
How are the new features working for you
Matt Chandler
👉
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