Joint Success Plan: The Most Collaborative tool in Customer Success
CustomerSuccessBox
MARCH 7, 2022
What is a Joint Success Plan? How is it different from an Account plan? A Joint Success Plan is the customer success plan that you, as a Customer Success Manager (CSM), build with collaborative efforts from your customer’s end. When everything is brand new and exciting, you will sit down with your new customer to learn exactly what they expect from utilizing your product and how they define relationship success.
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