How customer success teams can leverage ’Success Plans’ | Dave Duke, MetaCX

A fun back and forth with Dave Duke of MetaCX around the Idea of 'Success Planning' for customer success teams...

• Success planning looks very similar to account planning that's been around for a number of years
• Success planning starts within the sales cycle and gets pulled through the customer success team as the customer enters the customer journey
• The 'Success Plan' changes over time as the relationship with the customer changes
• 'Success Plans' should be thought about differently as you overlay them over your customer segmentation

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Jay Nathan: https://www.linkedin.com/in/jaynathan/
Jeff Breunsbach: https://www.linkedin.com/in/jeffreybreunsbach