Success Plan Doc

Value of This Blueprint

Success planning is critical for long-term customer outcomes, but often varies by CSM. This blueprint offers a structured, editable format that enables repeatable, collaborative planning with customers - keeping teams aligned and focused on measurable goals and outcomes.

High-Level Strategy

This Blueprint delivers a structured document to conduct collaborative, asynchronous success planning:

• Starts with an executive summary of the partnership
• Captures goals, ownership, blockers, and outcomes
• Provides pages for usage data and recommendations
• Includes feedback collection and shared resources

Technical Guidance

No prerequisites: this Doc can be used at any stage, though it’s most useful once CSMs are actively managing accounts.

What’s Included

• Success Plan Doc Template
• Custom properties for tracking objectives and context