Success looks different to everyone!


Many things go into building and maintaining strong customer relationships. One of the first things that we do with customers is create a plan that establishes KPIs (key performance indicators for those of you who haven’t read our 4D acronym dictionary in a bit). It’s important to set expectations for both sides of the relationship and identify goals to keep us all on track.

Our marketing and customer success teams have put together an updated and simplified template for a success plan that ensures stakeholders are aligned on the outcomes we want to achieve. This template  makes the conversations flow easier, gets teams excited, and motivates them to come up with new ideas. The template is just a simple starting point, each one is customized for each customer based upon their unique KPIs.

You can find the Customer Success Plan Template here, on our Partner Resources Page under ‘Sales Tools’, and at the bottom of internal blog page.