Success Plans
Give customers a detailed map to achieving their goals, and better understand how to support them at every step.
Help customers see the way to value faster
Success Plans are shareable documents, updated in real time, that detail a customer’s unique goals and the steps to achieve them. Create and share Success Plans with customers to keep them accountable, stay informed on their progress, and lead them to value faster.
- Tailor each plan: Each customer has a unique blueprint for success. Success Plans are completely customizable to align with the unique goals of each customer.
- Define goals, assign tasks: Break down lofty business goals into manageable actions and tasks, all with clear assignments.
- Track progress: Real-time tracking of progress keeps your team informed, so your engagements can be confident and productive.
- Keep things simple: With no limit on how many Success Plans you can create per account, you don’t need to overbuild them. Be detailed, but attainable.
- Automate presentations. Pull plan goals and progress straight into QBR decks using Dynamic Slides for always current, always on-brand presentations.
“ChurnZero has drastically improved the operations of our Customer Success Department.” – Brittany C., via G2
Build smarter health scores with Success Plan data
Factor Success Plans into your ChurnScores to add a new layer of insight to your health scoring.
Weight your ChurnScores by percentage of Success Plans and goals achieved, and number of Success Plans and goals created.
“Churn Zero has completely changed the way both our CSMs and leadership interact with customers. All customer information is in one place, and unlike our Sales system, CSMs can quickly and easily set up customized dashboards, journeys, plays and and automation without costly consultants and long wait times. We now have reliable churn scores, automation and one platform for capturing and tracking VoC feedback.” – Nancy S., via G2
Agentic AI that knows your business inside out.
ChurnZero’s AI Knowledge Sources is an industry-first capability that connects your AI agents directly to the knowledge your team already relies on, so they understand your business as well as your customer data.
The more info your agents have, the smarter they get. AI Knowledge Sources adds another critical layer: your company’s documentation, playbooks, and product knowledge.
By connecting your internal and external knowledge sources (e.g., Zendesk or Confuence), ChurnZero AI agents become even smarter digital teammates, automatically referencing trusted sources as they analyze customer interactions, recommend next steps, and help you scale.