In your activity to build new processes and steps to support those processes, here is a link for a best-practice as you Develop, Document, and Strengthen Customer Lifecycle Plans article.

Below are some examples of configured SuccessCycles customer use. Note these are not all inclusive, but serve as a framework to give you some ideas.

CSMs could utilize SuccessCycle "tasks" to record each client's custom success criteria objectives. You might also consider not breaking them out by quarters and just have a perpetual SuccessCycle open, tracking the customer criteria for success.