Other Ideas

More ideas to customize your Success Plan

👋 Create a Branded Home Page

First impressions are important, so I like to start every Success Plan with a branded welcome

Page⁠

. This allows me to introduce myself in a creative way and set the tone for our partnership. Customize the

cover photo⁠

, add a team directory with contact information, or share some fun facts about your company and team so your customers can get to know you better.

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🖥 Embed Presentations within your Doc

Chances are you've created a new slide deck for every kick-off call and business review with customers (more on that in the next bullet). With Coda, you can embed your presentations directly into your Success Plan and present in full-screen so you never have to leave this doc. This way you can keep content organized in one place and maintain a single source of truth for customer interactions.

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🙅 Scrap the Slide Deck Altogether

Since using Coda, I've stopped building slide decks for my Business Reviews (and I really don't miss it). Why not reimagine your success plan from a place to track to-do items, to an all-encompassing doc to capture customer value. The best part is that the data is easy to reference if you’re using filtered table views.

My Business Reviews include a review of the objectives we captured at kick-off, business outcomes we accomplished over the last quarter from our

Success Plan⁠

, tables with use cases that we can add to over time, and

visualizations⁠

to show customers how they are using the product. Best of all, when new people join the team they know exactly what was discussed during prior business reviews.

🚀 Curate Resource Guides for your Customers

Do you find yourself sharing the same resources with all of your customers? Why not create a custom resource guide with links to the content you think your customers will benefit most from, like case studies and how-to guides. I like to embed our

Product Updates⁠

page so customers can quickly see the latest features and improvements we've made to our product.

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