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Dkirkpatrick
Dkirkpatrick
Gainsight Employee ⭐️⭐️
May 15, 2020
Solved

Starting out in Success Plans. Looking for tips and tricks

  • May 15, 2020
  • 3 replies
  • 369 views

HI community,

I am looking for some help with getting our Success Plans off the ground.  I was thinking a quick 20-30 minute brain picking session to see how others did theirs.  Thank you in advance for your help.

Best answer by roja_kode

We’ve launched a new solution in Sightline Vault for Success Plan “Onboarding Success Plan for New Customers” by the Gainsight community (Mavenlink) to build an effective Onboarding Success Plan for the new customers to capture their key success criteria, and assist them to achieve their targets successfully. 

You can access the solution from Administration > Sightline Vault > Onboarding Success Plan for New Customers and see if this will be helpful. 

Following are the key benefits of this solution:

  • You can use the Key Performance Indicator (KPI) Survey to capture critical success criteria for your client.
  • It provides a structure for you and your team to take a long-term strategic look at how you want to guide and grow your customers.
  • It helps in aligning teams on the customer’s priorities and ensures a smooth transition from one stage to another.
  • You can track accomplishment and report back to customers on what was delivered and when, and ensure the team is able to keep track of what’s complete vs. outstanding.

 

 

3 replies

sai_ram
sai_ram
Expert ⭐️⭐️
June 8, 2020

Bumping this up, maybe our community champions can answer better.

roja_kode
roja_kodeAnswer
Helper ⭐️
July 23, 2020

We’ve launched a new solution in Sightline Vault for Success Plan “Onboarding Success Plan for New Customers” by the Gainsight community (Mavenlink) to build an effective Onboarding Success Plan for the new customers to capture their key success criteria, and assist them to achieve their targets successfully. 

You can access the solution from Administration > Sightline Vault > Onboarding Success Plan for New Customers and see if this will be helpful. 

Following are the key benefits of this solution:

  • You can use the Key Performance Indicator (KPI) Survey to capture critical success criteria for your client.
  • It provides a structure for you and your team to take a long-term strategic look at how you want to guide and grow your customers.
  • It helps in aligning teams on the customer’s priorities and ensures a smooth transition from one stage to another.
  • You can track accomplishment and report back to customers on what was delivered and when, and ensure the team is able to keep track of what’s complete vs. outstanding.

 

 

    sai_ram
    sai_ram
    Expert ⭐️⭐️
    August 27, 2020

    We’ve launched a new solution in Sightline Vault for Success Plan “Onboarding Success Plan for New Customers” by the Gainsight community (Mavenlink) to build an effective Onboarding Success Plan for the new customers to capture their key success criteria, and assist them to achieve their targets successfully. 

    You can access the solution from Administration > Sightline Vault > Onboarding Success Plan for New Customers and see if this will be helpful. 

    Following are the key benefits of this solution:

    • You can use the Key Performance Indicator (KPI) Survey to capture critical success criteria for your client.
    • It provides a structure for you and your team to take a long-term strategic look at how you want to guide and grow your customers.
    • It helps in aligning teams on the customer’s priorities and ensures a smooth transition from one stage to another.
    • You can track accomplishment and report back to customers on what was delivered and when, and ensure the team is able to keep track of what’s complete vs. outstanding.

     

     

    @Dkirkpatrick did you get a chance to look into this.

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