Holistic Customer Plan
Create and manage a success plan that can be used for the entire life-cycle of a customer.
Overview
Create and manage a success plan that can be used for the entire life-cycle of a customer.
- Enables Customer Success Managers and Customer Success Leadership team to formally document and monitor goals related to growth, performance, expansion and ROI goals.
- SWOT playbook can be used to track additional context about the customer in case SWOT analysis is needed or helpful for a particular customer.
Included Assets
- Success Plan Configuration (1) – This holistic customer plan can serve as a full lifecycle one-pager for each of your customers
- Playbooks (2) – Easily run a SWOT analysis on a customer, or monitor your partnership goals’ growth, performance, and expansion
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Products
Platform
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Solutions
- Healthcare
- Education
- Security
- Customer Success Teams
- Product Experience Teams
- Product Adoption
- Gainsight Essentials
Industries and Teams
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Resources
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Gainsight