Key discussion points* Why customer success plans are important * The value these plans bring to the client relationship * The expected outcomes of having a customer success plan in place? * The process of rolling out a customer success plan with your clients * How to involve clients in the creation process * How to set up a success plan if you’re new to CS * How to make the process accessible for your CS team and your client * How can CSMs collect the information needed to create an effective success plan * What types of questions to ask your client to gather the necessary information

Resources* Connect with Melanie on LinkedIn * Become a Customer Success Collective contributor like Melanie