Download This resource provides an adoption readiness checklist used to confirm that all planning, preparation, and coordination activities required for a successful adoption initiative have been completed before launch. The checklist helps Customer Success teams verify that project outcomes, process changes, impacted users, training requirements, communications, resources, and risk mitigation plans have all been [...]
Download This resource provides a structured adoption planning template designed to help Customer Success teams organize and manage the activities required to support successful customer adoption of a new solution, process, or capability. The template guides teams through identifying impacted stakeholder groups, documenting required changes, planning communications, training, and support, and systematically tracking potential [...]
Download This topic introduces an adoption planning checklist used to capture the key information required to prepare and execute a customer adoption initiative. The checklist guides Customer Success Managers and customer stakeholders through documenting objectives, impacted user groups, required capabilities and processes, training needs, implementation considerations, and success measurements. By working through each section, [...]
Download This resource provides an onboarding activity checklist template used to plan, track, and evaluate the individual tasks required to complete a customer onboarding initiative. The template helps Customer Success teams break onboarding into specific activities, document the expected outputs of each task, define the customer and company outcomes the activity supports, and track [...]
Download This resource provides an onboarding project plan template used to structure and manage the activities required to deliver a customer onboarding initiative. The template helps Customer Success teams document the objectives of the onboarding program, identify the stakeholders involved, define impacted user groups, and outline how progress will be measured and reported. It [...]
Download This resource provides an onboarding requirements questionnaire template used to collect and organize the information needed to plan a successful customer onboarding initiative. The template helps Customer Success teams document key customer details, identify the products and services involved, capture onboarding milestones, and define the communication, training, certification, and support needs of each [...]
Practical advice on how to create a customer success propsal for a customer engagement and how to present it to and use it with customer stakeholders Completing the Customer Success Proposal
An explanation of what a customer success propsal is, together with a discussion about what to put into it and how to use it. An explanation of what a customer success propsal is, together with a discussion about what to put into it and how to use it.
Part one of two parts of a discussion about how to create an engagement strategy. This part discusses priority, complexity and maturity. Engagement Strategy: Priority, Complexity & Maturity