CUSTOMER SUCCESS PLAN

Included
- customer-success-plan-template.docx: the blank plan.
- customer-success-plan-example.docx: a completed plan for a fictional agency.

Open in Google Docs
1. Unzip this download.
2. Upload the two DOCX files to your Google Drive.
3. Open each file with Google Docs.
4. Choose File > Save as Google Docs to convert it.
5. Keep the blank plan. Make a copy for each customer and rename it.

Fill in the plan with your customer
Agree on the result they need before listing tasks. Record the current figures,
the targets, and the dates. Give each action an owner. Decide when you will
review progress together and write that date into the plan.

At each review
Keep the original starting values. Update the latest figures, action progress,
and blockers. Add a dated note about what changed and what you agreed to do next.

Sharing
Share only that customer's document. Check who has access and whether they
should be able to edit or just view it. Use your editor's PDF export if you need
a snapshot; keep the editable document for the next review.
