Customer Success Account Plan Template

Maximize customer success with this comprehensive account plan template! Track progress and measure results with ease.
Or import into an existing account
Customer Success Account Plan Template

What is a Customer Success Account Plan?

A customer success account plan outlines the strategy for customer success teams. It includes focus areas, objectives, and measurable targets (KPIs) to ensure customer success. It also includes projects that teams can implement to achieve these objectives and KPIs. By having a customer success account plan, customer success teams can ensure they are working towards their customers’ success and achieving the desired outcomes.

What's included in this Customer Success Account Plan template?


  • 3 focus areas
  • 6 objectives
  • 6 projects
  • 6 KPIs

Each focus area has its own objectives, projects, and KPIs to ensure that the strategy is comprehensive and effective.


Who is the Customer Success Account Plan template for?

This customer success account plan template is for customer success managers and teams in any industry. It provides an effective framework for customer success teams to plan and manage their customer accounts strategy. This template can be customized to fit any customer success team’s needs, so they can ensure they are providing the best customer experience possible.

1. Define clear examples of your focus areas

Focus areas are the main topics that customer success teams focus on. Examples of focus areas can include strengthening customer relationships, improving customer support, and increasing product use. It’s important to have clear examples of focus areas so that customer success teams can have a clear understanding of what they are working towards.

2. Think about the objectives that could fall under that focus area

Objectives are the goals that customer success teams want to achieve under a particular focus area. Examples of objectives could include increasing loyalty, increasing retention, increasing response time, and increasing resolution rate.

3. Set measurable targets (KPIs) to tackle the objective

Measurable targets, or KPIs, are the metrics that customer success teams use to measure their progress towards their objectives. KPIs should include an initial value, a target value, and a unit of measure. Examples of KPIs could include increasing program participation (measured in users), decreasing customer churn rate (measured in %), and decreasing support ticket response time (measured in hours).

4. Implement related projects to achieve the KPIs

Projects, or actions, are the steps taken to achieve the objectives and KPIs. Examples of projects could include creating a loyalty program, implementing retention tactics, and offering product training. It’s important to have well-defined projects in order to ensure customer success teams are working towards the desired outcomes.

5. Utilize Cascade Strategy Execution Platform to see faster results from your strategy

Cascade Strategy Execution Platform is an easy-to-use platform that helps customer success teams execute their account plans. With Cascade, customer success teams can quickly and easily implement their customer success strategies, track their progress towards objectives, and measure their results. By utilizing Cascade, teams can see faster results from their strategy.

Getting started with your
Customer Success Account Plan Template
only takes 20 seconds.
Or import into an existing account