Download This case study exercise focuses on conducting structured customer research to prepare for a potential enterprise engagement. Learners gather and organize information about a prospective customer, the proposed solution, and the initiative being considered, using a research checklist to document business context, stakeholders, objectives, and commercial elements of the opportunity. Covers: Conducting structured [...]
Download This template provides a structured framework for planning and managing a Customer Success engagement across the full lifecycle of a customer initiative. It captures high level strategy information including customer context, initiative goals, expected outcomes, and key milestones, and then breaks the engagement into multiple phases with worksheets for planning activities, timelines, completion [...]
Download This template provides a structured checklist for researching and documenting key information about a customer, the proposed solution, and the initiative being supported. It organizes research across multiple worksheets covering customer details, solution components, initiative objectives, stakeholders, and engagement status to help Customer Success teams prepare for and manage complex customer engagements. Covers: [...]