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.

Onboarding & Implementation

Success Criteria Tracking

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.

New Feature Training

Key Sponsor Turnover