Account Success Plan

Include the details about Outcomes, Milestones, Playbooks, Alerts and Tasks to see how effectively the customer has accepted the product and how far the business outcomes have been reached

1. Keep track of the customer's desired business outcomes (problems to solve, benefits to achieve, etc)

2. Align the company's product adoption strategy with customer results.

3. Define essential activity milestones and timelines for a successful adoption path (e.g., change management, training).

4. Establish a common sense of commitment to the plan between the company and your customers.

Each customer's particular goals, objectives, tactics, and desired outcomes should be reflected in an account success plan.

A success plan is about looking ahead. Laying out a vision with your customer for how you'll collaborate and help them achieve their objectives in entailed in an account success plan