Customer Success Glossary

Welcome to our list of common Customer Success terms. Keep up with our continually evolving industry and empower yourself with the latest Customer Success terms, definitions, and knowledge.

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Customer Success Plan

Customer success plans are proposals that document your clients’ goals, so you can monitor performance against plan and to help you achieve them. Their key components include:

1. A list of objectives mutually agreed upon between you and your customer

2. An action plan outlining concrete steps you and your customer will take to achieve their goals

3. A set of key performance indicators and benchmarks to track and measure client progress towards goals

4. A feedback system for incorporating data and client input in order to make strategic adjustments and improvements