How to Use Account Planning for Better Customer Success


It’s the Customer Success team’s responsibility to ensure customers reach the desired outcome they purchased your product for in the first place. But, what’s the best way to do that? Join me and Keri Keeling, Head of Customer Success Enablement & Capability at Oracle, as we discuss the importance and benefits of Account Planning in customer success, and what to include and consider when you’re creating yours.

What you’ll learn:

  • Benefits of account planning in customer success

  • How to get started & what to consider when creating yours

  • What to include in your account plans

Here is the account plan template she provided

account plan template for customer success

You can also check out the SlideShare here.

And if you'd like to learn more about how Planhat can help you with your account planning workflows and capturing your customer desired outcomes and goals you can schedule a time for a demo!

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