The Joint Customer Success Plan Template

August 3rd, 2023

With contributors:

Dave Frankland , Maria Alexandrou , Alesia Garrett , Ellen Lind

Summary

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.

Want to read the full report?

This report is not available for purchase at this time.

Forrester helps business and technology leaders use customer obsession to accelerate growth. That means empowering you to put the customer at the center of everything you do: your leadership strategy, and operations. Becoming a customer-obsessed organization requires change — it requires being bold. We give business and technology leaders the confidence to put bold into action, shaping and guiding how to navigate today's unprecedented change in order to succeed.