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
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