Customer Success Empower and enable your CSMs.
Product Create elegant product experiences.
Customer Experience Identify trends across the customer journey.
Revenue and Sales Drive a high performing renewals process.
IT and Analytics Consolidate your Customer Data.
Executives Align on customer heath and opportunities.
Kelly Hall, Vice President of Customer Success at Malwarebytes, provides a project plan template to help you rapidly design and deploy a Customer Success solution MVP.
The template is comprehensive and includes steps for:
Kelly has deployed a Customer 360 4 times in her career and the template represents years of learning (and scars earned). The file uses a generic term, Customer 360, for a Customer Success solution but the workbook contains a few steps that are specific to Gainsight, as that is the system her organization chose. She has agreed to talk about the plan in an explainer video that we’ll release soon.
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