The Joint Customer Success Plan Template

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


A joint customer success plan helps solution providers align to their customers’ business goals and objectives. The plan outlines what will be done, by when, and how, then tailors the plan details to the customer’s expected outcomes. By working with the customer to build the plan, organizations can drive alignment on customer goals and objectives and establish shared ownership over activities required to attain them. The Joint Customer Success Plan Template allows organizations to build a detailed plan that clearly communicates how they will enable the customer to achieve business value.

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