Success Plan Template Ideas

Hi Bill,



Any chance you're willing/able to share what you put together? I'm currently building out my own and would love to see additional "real world" examples!



Thanks for bringing up this topic!

We are using them to build our quarterly review plans.  We build a reoccuring workflow that includes doc generation, collaboration with sales, final approval and client review.  This restarts every quarter for a segment of our key accounts so we can see our achievement of plan review each quarter.  The sections of our plan:

Name, Account Exec, Account Manager, Industry, Product Spend, # of Products, # Support Hours

A large section of "Account Notes" is a summary situation report for the account. Then we identify key customer contacts and their rank and role. (champions and detractors if any are identified)  The history of quarterly reviews (date, type-call/onsite) and a link to the takeaways google doc.  Spend by product is broken out along with a list of use cases/success stories for the customer any open opportunities we are working and their status, partners who are engaged and in what capacity.  Finally we break out our growth action plan by action item, due date, who owns it internally and what the status is.   This generally winds up being a 3-4 page document that a sales rep or AM can run off and review in flight to a customer or before a call that gives a good briefing of our situation and current effort.  Anyone in the company who wants a primer on our path to success and current status with a customer can take in a nice summary in a few minutes reading.  



-Ray