Question

Closing success plan with outstanding objectives/tasks

  • 28 September 2022
  • 0 replies
  • 18 views

We’re new to using Gainsight, and have built success plans to manage/track the implementation journey and associated playbooks/tasks. We sometimes experience churn prior to the implementation being completed - rather than closing the success plan (marking all objectives/tasks as complete), are there any suggestions as to what to do with the outstanding success plan?

I want us to be able to retroactively see at what point in the success plan, the client did churn, what they did complete in implementation, what they didn’t complete, etc., but without having the success plan as active.

Thanks in advance for any insight.


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