Success planning is one of the most foundational and under-leveraged skills in Customer Success. In this special edition of The Monthly Sync, our host Natasha Evans breaks down how to create Success Plans that aren’t just checklists, but strategic tools for renewals and growth.
What you’ll learn:
When and how to introduce a Success Plan
How to set the right context so your customer opens up
What questions uncover real business drivers
What to do when your customer wants to stay tactical
How to stress test whether your plan actually works
Perfect for AMs and CSMs looking to sharpen their commercial edge and bring more structure, value, and influence to every account conversation.
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