In which stage of the Customer Lifecycle does the Success Plan get updated for the first time?
In which stage of the Customer Lifecycle does the Success Plan get updated for the first time?
The Success Plan is first created and updated during the Onboarding stage of the Customer Lifecycle. This stage involves validating the expected outcomes and beginning to build the Success Plan with input from both the customer and the service provider. It ensures that the customer is aligned with the goals of the service or product from the start, making 'Onboard' the appropriate stage for the initial update of the Success Plan.
very confusing, why the answer is Adopt. As per the BB Training, the explanation is in the onboarding stage first the Success plan will be created and then it will be updated in "Adoption" stage.
A. According to the Blackbelt training: Onboarding activities include delivering a customer kickoff to validate the expected outcomes of that purchase and beginning to build the Success Plan.
According to the Foundations of Customer Success - eBook, in the Adopt phase a CSP is developed. So yes, the correct answer is C (do not confuse the implication a the Customer Support Manager, which starts in the Onboarding phase).
Correct Answer: Adopt
In DTCSM training material, best practices of Success Plan including : update frquently, “A. Onboard” will be better answer, right ?
it should be updated in the adopt phase
Yes but not for the first time
very confusing, why the answer is Adopt. As per the BB Training, the explanation is in the onboarding stage first the Success plan will be created and then it will be updated in "Adoption" stage.
should be the first draft in onboard?
B. Use
B. The Success Plan gets updated for the first time during the Use stage of the Customer Lifecycle. The Customer Lifecycle is comprised of several stages that a customer goes through when using a product or service. These stages typically include: Awareness Consideration Purchase Onboard Use Adopt Renew The Success Plan is typically developed during the Onboard stage of the Customer Lifecycle. The Success Plan is then updated for the first time during the Use stage of the Customer Lifecycle. This is because the Use stage is when the customer begins to actively use the product or service, and may encounter new challenges or opportunities that require adjustments to the Success Plan.
Can anyone guide me as to where can I get access to the training pdf material for DTCSM?.Or can be kind enough to mail it to be on <a href="/cdn-cgi/l/email-protection" class="__cf_email__" data-cfemail="4b282322392a2c652a28232227272e380b2c262a222765282426">[email protected]</a>. Thank you
Correction, D is correct. "Implement"
Guess is A. Not sure