JavaScript required
We’re sorry, but Coda doesn’t work properly without JavaScript enabled.
Skip to content
Gallery
Gainsight's Buyer's Guide to Customer Success Solutions Companion Doc
Gainsight's Buyer's Guide to Customer Success Solutions Companion Doc
Key Steps & Business Challenges
Some Final Thoughts
More
Share
Explore
Key Steps & Business Challenges
3. Project Plan
Define your evaluation project plan
Copy this doc
to use this template.
Use this doc as a starting point
If you haven’t been through a procurement process at your company, research what was involved for making comparable decisions
Do you have a standard vendor audit process? A security review? A compliance review?
👉 Next:
4. Vendor Research
Want to print your doc?
This is not the way.
Try clicking the ⋯ next to your doc name or using a keyboard shortcut (
Ctrl
P
) instead.