Your Customer Success Plan is an internal asset that documents the steps, touchpoints, and deliverables you’ll need to complete to help your customers achieve their desired outcomes. Join VP of Customer Success Sunny Harmon and Customer Onboarding Specialist Laura Pellar in this workshop and learn how to create Customer Success Plans that will keep your teams focused and aligned around your customers.

Follow along with our free step-by-step guide: Building Customer Success Plans.

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If you’re ready for a customer onboarding solution on Salesforce that will help your company deliver a killer customer experience from day one, TaskRay may be the perfect fit. To learn more, check out one of our other webinars or send us an email.

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If you want to learn more about how TaskRay can help you get every customer off to a good start, sign up for our next overview webinar.