Thank You: Customer Success Bootcamp: Customer Goals – How to Identify, Track, and Achieve Them

Join Kristi Faltorusso, VP of Customer Success at ClientSuccess, as she discusses the importance of guiding your customers to identify their partnership/business goals. She will cover how to create templates to help them get there, ways to track these goals over time and more importantly ensuring your customer achieve their goals in the long run.

Lesson Materials:

• Success Plan Template
• Customer Goals Presentation
• Sample Goal Tracker