Can I create 1 universal template to be used across all my accounts? Or do I have to create one for each account?
Thanks!
Can I create 1 universal template to be used across all my accounts? Or do I have to create one for each account?
Thanks!
As a best practice, you won’t likely create one Success Plan Template per customer; that won’t scale. Also, you won’t likely create one universal Success Plan Template either, as the Use Cases vary (the 4 above are not all-inclusive) and the motions your CS and related teams will take likely vary as well.
Once you’ve built a solid Success Plan Template, then it is available for all your customers. That’s a great example of scaling your efforts; you build it once and it becomes available to your whole book of business.
Great reading and training at these two links:
https://education.gainsight.com/admin-success-plans-nxt/429859/scorm/3rlnns6cazfe0
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