Customer Account Information:
Contract Sign Date:
Customer Team Information:
Most engaged user:
Buying Decision Maker:
Team who will be using the product the most:
Internal Team Information:
Customer Success Manager:
Sales Team Member:
Other Key Stakeholders & Their Roles:
Customer High Level Goals
What is the main business objective of the customer? How do they generate revenue?
Why Our Solution?
What challenges or pain points does our product solve for the customer? What benefits or features are they most interested in?
Is the customer migrating from a competitor? Why?
Defining Success (Customer)
How will the customer determine if our product is helping them meet their business goals?
Defining Success (Internally)
What key metrics will we use to make sure the customer is healthy and we are successful?
Some suggestions (find this information in Vitally):
Number of Users
Work & Communication Style
What is the customer's ideal working relationship? What is the best way to contact them?
How can we tailor the product or experience to better suit the customer? What features do we want to encourage the customer to use based on their business goals?
Red Flags & Risks
Were there any hesitations or hiccups encountered during the sales process? How can we ensure these don’t happen during and after the customer handoff?
Next Steps for Team
What do we need to do next to keep the customer healthy? List all actionable steps and the team member responsible for each one.
Next Steps for Customer
What are the next steps for the customer? Is any training required? More feature implementation?
Other Important Notes
Is there any other information worth sharing?
Add Vitally for the suggested metrics