Best Practice Report

How To Build Outcomes-Based Joint Customer Success Plans

A Guide To Ensuring B2B Customers Achieve Their Goals And Objectives

August 3rd, 2023
With contributors:
Dave Frankland , Laura Ramos , Maria Alexandrou , Pippin Evarts , Alesia Garrett , Ellen Lind


Customer success teams ensure their business and its customers each get value from their relationship. By focusing on customers’ desired business outcomes, customer success teams increase the odds that customers will stay, attain value, grow their relationship, and advocate for the provider. A joint customer success plan outlines what a customer needs to do to achieve its business objectives. This report provides customer success leaders and their teams with a primer on how to create effective joint customer success plans.

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