Customer success plan
Customer: [Customer name]
Period: [Start date – end date]

Customer contact: [Customer’s name / role]
Our contact: [Your name / role]
Last reviewed: [Date]
Next review: [Date and time]

Customer outcome
[The business result we want to achieve, and why it matters to the customer.]

Success measures

[Main result]
Starting point: [Value / period]
Latest result: [Value / date]
Target: [Target]
By: [Date]

[Supporting measure]
Starting point: [Value / period]
Latest result: [Value / date]
Target: [Target]
By: [Date]

[Data source, person collecting the figures, and frequency. Keep the original starting values at each review.]

Actions and milestones

[First useful milestone]
Owner: [Name]
Due: [Date]
Progress: [Progress]

[Customer’s next step]
Owner: [Name]
Due: [Date]
Progress: [Progress]

[Your team’s next step]
Owner: [Name]
Due: [Date]
Progress: [Progress]

[Next milestone]
Owner: [Name]
Due: [Date]
Progress: [Progress]

Current blocker
[What is blocked? Who will act, and by when? Write ‘None known’ if there is no current blocker.]

Review notes
[Review date: what changed, what we agreed, and the next action. Add a dated note at each review.]

Check-in schedule
[Meeting frequency, attendees, and where we share progress between meetings.]