Example Customer Success Roadmap

A guided role play on how to present a customer success roadmap to senior stakeholders during an EBR (executive business review). Example Customer Success Roadmap

PracticalCSM2022-10-12T23:16:09+01:00Categories: Level 3, Phase 7: Engagement Evaluation|Tags: assess, Business, engagement, evaluate, evaluation, milestone, outcome, review, roadmap, tool|

The Customer Success Roadmap

An explanation of the role and purpose of the Customer Success Roadmap and step by step guidance on how to use itceate one. The Customer Success Roadmap

PracticalCSM2022-10-12T23:16:00+01:00Categories: Level 3, Phase 7: Engagement Evaluation|Tags: assess, Business, engagement, evaluate, evaluation, milestone, outcome, review, roadmap, tool|

A discussion about the importance of measuring adoption activities to determine results, followed by a breakdown of core measurement components including targets, baselines and milestones. Adoption Activity Measurement and Reporting Targets, Baselines and Milestones

PracticalCSM2022-10-12T22:29:58+01:00Categories: Phase 5: Adoption Implementation|Tags: activities, activity, Adoption, baseline, implementation, measure, milestone, target|

Engagement Strategy Part Two

Part two of two parts of a discussion about how to create an engagement strategy. This part discusses outcomes, milestones, measurements, activities and roadmaps. Engagement Strategy: Outcomes, Milestones & Measurements Engagement Strategy: Activities & Roadmap

PracticalCSM2022-10-12T20:19:46+01:00Categories: Level 2, Phase 1: Preparation|Tags: Customer, engagement, Measurement, milestone, outcome, plan, Planning, Research, roadmap, Strategy|