Sales playbook: Customer success
This customer success sales playbook template can help you:
- Understand and create your own post-sale process.
- Create goals that support each stage of the process.
- Build action items to achieve each goal.
Open this template to view a detailed example of a sales playbook blueprint specific to customer success that you can customize to fit your use case.
What is the sales playbook: customer success template?
You’ve made a sale! Now you can cash the check and relax, right? Not if you want to keep your customers happy. Leaving customers to their own devices after a sale leads to a loss of trust and could even mean a loss in revenue. However, manually keeping track of customers and managing touchpoints in the post-sales journey isn’t ideal, either. And it’s easy to lose sight of customer needs when you’re also trying to convert new customers, which can make retention difficult.
That’s why a customer success sales playbook is your post-sale process superpower. With this template, you can easily create a post-sale process that can be used for customer success teams, sales teams, marketing teams, and executives and leadership. You can also use it for your own benefit and make incremental improvements in the process with every sale. It can be used in every use case and is easy to customize.
Benefits of using the sales playbook: customer success template
There are many reasons to try out this template.
- Measuring goals allows you to track your success and the impact of each step.
- Break down goals into steps that feel less overwhelming.
- This template is customizable to fit your needs.
- Focus on customers' needs and see sales improve over time.
- No more decision fatigue—know exactly what to do and when to do it.
- Show progress with just a click and make collaborative decisions with leadership.
How to use the sales playbook: customer success template in Lucidchart
This template is easy to use. Simply fill out each category in your playbook and then share with relevant collaborators through Slack, Zoom, and Microsoft Teams.
