The way a company manages its customers can determine whether their outcome will be good or bad. A Customer Success Process creates a roadmap with defined tasks, milestones, and alignment throughout the whole lifecycle of a company’s account.
See how this template is structured. As this is just an example, you can customize it.
1. Company Name
2. Account size
3. Contact person
4. Contact e-mail
1. 1st Contact Attempt
2. 2nd Contact Attempt
3. 3rd Contact Attempt
4. Handoff Sales
1. Implementation Needed?
2. Next implementation meeting
3. Next steps
1. Feature Requests
2. Websession after X days
3. Total User Count After X days
4. Next Follow-up
1. Bugs Found
2. Client's requests
1. Next Review
2. Case study opportunity?