Success Plan Templates

@MelissaC Often, you’ll see Success Plan Templates map to Use Case. That is, you’ll have one Success Plan Template for each Use Case you intend to take a customer through. A Use Case might be:

• New Customer Onboarding
• Recurring annual goal-setting and goal attainment assessment
• Moving a customer out of a Red Health Score
• Stepping an customer through expansion into a new feature set within your product

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

https://support.gainsight.com/Gainsight_NXT/Success_Plans/Success_Plans/Overview/Success_Plan_Overview