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Download a free Customer Success Plan Template

This template includes two main components: a Success Plan Template and an Implementation Template.

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Preview of the template

About this template

A starter kit for building an onboarding plan

Your main goal is to get your customers up and running successfully with your product, right?

All companies will accomplish this goal in a different way, and if you’re doing it in a high-touch manner (person-to-person conversations, guidance, etc.) there’s all sorts of terms you’ll come across for how to approach this process:

  • Implementation
  • Enablement
  • Onboarding
  • Success Planning

These are all different approaches to the same goal of getting a customer to value within your product. We’d break all of these approaches into two key components:

  1. Understanding & aligning with a customer on what they need to do.
  2. Getting them to that successful point.

So our template has two main components:

  1. The Success Plan Template which gets you on the same page as the customer, and gets mutual buy-in from them.
  2. The Implementation Template is the nuts and bolts steps that need to happen for a customer to be up and running.

Maybe you need one, maybe you need both, but nailing these two halves of the whole will make your customers happy, and keep your business moving forward.

Happy onboarding!

Need help? Email our CEO: dz@arrows.to

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