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New SuccessCycle builder

Creating the templates for this new experience just got ridiculously easy as well. A new, powerful, streamlined builder allows you to create these custom SuccessCycles with the ease of typing a list—with the option to set relative due dates and attach documents. 


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Key new features include:

  • Drag and drop to reorder individual tasks and activities, or entire stages 
  • Set relative due dates (x days from cycle start or from approaching renewals) 
  • Attach documents to ensure that your team is always using the right prompt or template 
  • Easily create, update, and refine as many cycle templates as needed 
  • Chain cycles together for seamless transition from one to the next as they are completed 
  • Assign cycles to segments and select defaults 

Announcing ClientSuccess Goals: Deliver Measurable Results for Your Customers

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