Free Customer Success Tool - Success Plan Tool: Client Success Plan

This Customer Success Plan is a strategic framework that guides Customer Success Managers (CSMs) in driving meaningful outcomes for their clients. It outlines key goals, metrics, and action steps tailored to the customer's needs and business objectives. The plan includes milestones for onboarding, product adoption, and achieving desired outcomes, as well as strategies to mitigate risks like churn. By proactively addressing customer needs, aligning on success criteria, and maintaining regular check-ins, the Customer Success Plan ensures a clear, measurable path to long-term value and a stronger partnership.

Churn Assassin Free Client Success Plan

The Client Success Plan was built by Churn Assassin to help you manage your most demanding clients effectively. Click here to get the Churn Assassin Client Success Plan.

How to Use the Client Success Plan

  1. Open the Google Sheet: Click the link below to access the template.
  2. Make a Copy: Save a personal copy of the Google Sheet into your own account.
  3. Follow the Setup Instructions:
    • Go to the first worksheet at the bottom labeled "SETUP" and follow the steps.
  4. Review the Worksheets: Familiarize yourself with the success plan structure.
  5. Populate the Success Plan: Fill in the necessary details based on your client management needs.
  6. Share with Clients: Ensure everyone is aligned by sharing the success plan with your clients.
  7. Keep It Updated: Regularly update the success plan to reflect changes and maintain accuracy.

About This Resource

  • Type: Tool
  • Category: Success Plan
  • Sub-Category: NA
  • Effort:
  • Requires Budget: No