# Customer Success Plan

**Customer:** [Customer Name]
**CSM:** [CSM Name]
**Account Executive:** [AE Name]
**Plan Created:** [Date]
**Last Updated:** [Date]
**Review Cadence:** [Monthly / Quarterly]

---

## 1. Customer Overview

| Field | Details |
|-------|---------|
| Industry | [Industry] |
| Company Size | [Employees] |
| Segment | [Enterprise / Mid-Market / SMB] |
| ARR | $[Amount] |
| Contract Start | [Date] |
| Renewal Date | [Date] |
| Plan Tier | [Tier name] |
| Licensed Seats | [Number] |

### Key Stakeholders

| Name | Title | Role | Engagement Level |
|------|-------|------|-----------------|
| [Name] | [Title] | Executive Sponsor | [High / Medium / Low] |
| [Name] | [Title] | Day-to-Day Champion | [High / Medium / Low] |
| [Name] | [Title] | Technical Lead | [High / Medium / Low] |
| [Name] | [Title] | End User Lead | [High / Medium / Low] |

---

## 2. Business Objectives

### Primary Business Objectives

| # | Objective | Success Metric | Target | Timeline |
|---|-----------|---------------|--------|----------|
| 1 | [e.g., Reduce manual reporting time] | [Hours saved per week] | [Target number] | [Date] |
| 2 | [e.g., Improve team collaboration] | [Project completion rate] | [Target %] | [Date] |
| 3 | [e.g., Increase revenue visibility] | [Forecast accuracy] | [Target %] | [Date] |

### Why These Objectives Matter
- **Objective 1:** [Business context -- why this matters to the customer's overall strategy]
- **Objective 2:** [Business context]
- **Objective 3:** [Business context]

---

## 3. Success Milestones

### Phase 1: Foundation (Days 1-30)

| Milestone | Target Date | Status | Owner | Notes |
|-----------|------------|--------|-------|-------|
| Technical setup complete | [Date] | [ ] | [Name] | |
| Admin training delivered | [Date] | [ ] | CSM | |
| Core team onboarded | [Date] | [ ] | CSM | |
| First value milestone achieved | [Date] | [ ] | [Name] | |
| Data migration validated | [Date] | [ ] | SE | |

### Phase 2: Adoption (Days 31-90)

| Milestone | Target Date | Status | Owner | Notes |
|-----------|------------|--------|-------|-------|
| 80% user adoption | [Date] | [ ] | CSM | |
| Key workflows live | [Date] | [ ] | [Name] | |
| Integrations configured | [Date] | [ ] | SE | |
| First ROI measurement | [Date] | [ ] | CSM | |
| 30-day review complete | [Date] | [ ] | CSM | |

### Phase 3: Value Realisation (Days 91-180)

| Milestone | Target Date | Status | Owner | Notes |
|-----------|------------|--------|-------|-------|
| Objective 1 progress measurable | [Date] | [ ] | [Name] | |
| Advanced features adopted | [Date] | [ ] | CSM | |
| QBR completed | [Date] | [ ] | CSM | |
| Executive alignment confirmed | [Date] | [ ] | CSM | |

### Phase 4: Optimisation and Growth (Days 181-365)

| Milestone | Target Date | Status | Owner | Notes |
|-----------|------------|--------|-------|-------|
| All objectives on track | [Date] | [ ] | CSM | |
| ROI documented for renewal | [Date] | [ ] | CSM | |
| Expansion opportunities identified | [Date] | [ ] | CSM + AE | |
| Renewal conversation initiated | [Date] | [ ] | CSM + AE | |

---

## 4. Health Score Tracking

| Date | Overall Score | Usage | Engagement | Support | Relationship | Classification |
|------|--------------|-------|------------|---------|-------------|---------------|
| [Date] | [Score] | [Score] | [Score] | [Score] | [Score] | [Green/Yellow/Red] |
| [Date] | [Score] | [Score] | [Score] | [Score] | [Score] | [Green/Yellow/Red] |

---

## 5. Risk Register

| Risk | Probability | Impact | Mitigation | Owner | Status |
|------|------------|--------|-----------|-------|--------|
| [e.g., Executive sponsor departure] | [High/Med/Low] | [High/Med/Low] | [Multi-thread relationships] | CSM | [Active/Resolved] |
| [e.g., Low adoption in team X] | [High/Med/Low] | [High/Med/Low] | [Targeted training session] | CSM | [Active/Resolved] |
| [e.g., Budget review next quarter] | [High/Med/Low] | [High/Med/Low] | [Document ROI before review] | CSM | [Active/Resolved] |

---

## 6. Communication Plan

| Activity | Frequency | Participants | Purpose |
|----------|-----------|-------------|---------|
| Status check-in | [Weekly / Bi-weekly] | CSM + Champion | Tactical progress review |
| Strategic review | [Monthly] | CSM + Stakeholders | Objective alignment |
| QBR | [Quarterly] | CSM + Executive Sponsor | Executive business review |
| Technical review | [As needed] | SE + Technical Lead | Architecture and integration |
| Renewal planning | [90 days before] | CSM + AE + Sponsor | Contract discussion |

---

## 7. Product Adoption Plan

### Current State

| Module/Feature | Status | Usage Level | Target Usage | Gap |
|---------------|--------|-------------|-------------|-----|
| [Module 1] | Adopted | [%] | [%] | [Actions needed] |
| [Module 2] | Adopted | [%] | [%] | [Actions needed] |
| [Module 3] | Not Adopted | 0% | [%] | [Enablement plan] |

### Enablement Activities

| Activity | Target Date | Audience | Expected Outcome |
|----------|------------|----------|-----------------|
| [Training session] | [Date] | [Team/Group] | [Metric improvement] |
| [Workshop] | [Date] | [Team/Group] | [New workflow adoption] |
| [Office hours] | [Ongoing] | [All users] | [Question resolution] |

---

## 8. Expansion Roadmap

| Opportunity | Type | Estimated Value | Timeline | Prerequisites |
|------------|------|----------------|----------|--------------|
| [e.g., Additional seats] | Expansion | $[Amount] | [Quarter] | [Usage > 90%] |
| [e.g., Tier upgrade] | Upsell | $[Amount] | [Quarter] | [Feature requests] |
| [e.g., New module] | Cross-sell | $[Amount] | [Quarter] | [Use case validated] |

---

## 9. Notes and Updates

### [Date] - [Author]
[Update notes, key decisions, changes to plan]

### [Date] - [Author]
[Update notes, key decisions, changes to plan]

---

**Next Review Date:** [Date]
**Plan Owner:** [CSM Name]