Startup & Entrepreneurship Customer Success Plan

Customer Success Plan: Cloud Analytics Platform. Success definition: Customer realizes 35% reduction in report generation time and makes faster data-driven decisions. Onboarding phase (Weeks 0-2): Get connected, establish baseline. Success milestones: (1) Three data sources connected; (2) Historical data imported; (3) Team trained. At-risk signal: Customer hasn't completed setup after 2 weeks. Intervention: Daily check-ins, priority support. Early usage phase (Weeks 3-8): Explore features, realize initial value. Success metrics: (1) Dashboard created; (2) Five reports generated; (3) Team running reports independently. At-risk signal: Only one user after week 4. Intervention: Usage audit, feature discovery session. Steady-state phase (Month 3+): Ongoing value, improvement, expansion. Expansion opportunity: Identify adjacent teams that could benefit.