Create a mutual success plan with a new customer
A shared plan that turns a new customer's goals into milestones, owners, and dates both sides agree to.
The prompt
Help me create a mutual success plan for a new customer.
Customer and use case: [COMPANY TYPE, WHAT THEY'RE USING US FOR]
Business outcomes they want: [e.g. "cut onboarding time by 30%", "replace spreadsheets by Q3"]
Their key people: [EXEC SPONSOR, PROJECT LEAD, ADMINS, END USERS]
Our team: [CSM, IMPLEMENTATION, SUPPORT, OTHERS]
Contract start, go-live target, and renewal date: [DATES]
Known constraints: [e.g. IT security review, data migration, limited admin time, holidays]
Produce:
1. A success statement: one sentence describing what "success at 90 days" and "success at renewal" look like, in measurable terms.
2. Milestones table: | Milestone | Success criteria | Customer owner | Our owner | Target date | Dependencies |. Cover kickoff, technical setup, data/integration, admin training, pilot group, full rollout, first value review.
3. Success metrics: 3-5 leading indicators (adoption, activity) and 2-3 outcome metrics, with how and when each is measured.
4. Risks to the plan, each with an early warning sign and a mitigation.
5. Communication rhythm: cadence of check-ins, who attends, and how we escalate blockers on both sides.
6. A short cover note I can send with the plan asking them to review and confirm.
Mark any date or metric I haven't provided as [CONFIRM]. Keep it to a plan both sides can sign off on, not an internal project plan.
Highlighted [brackets] are blanks to replace with your own details.
Fill in the blanks and use this promptMore Projects & Operations prompts
What to fill in
- COMPANY TYPE, WHAT THEY'RE USING US FOR
- EXEC SPONSOR, PROJECT LEAD, ADMINS, END USERS
- CSM, IMPLEMENTATION, SUPPORT, OTHERS
- DATES
- CONFIRM
How this prompt is built
This prompt follows the Few-Shot structure (Few-shot prompting). A few-shot prompt includes one or more worked examples of the input and the output you want, so the model can copy the pattern instead of guessing it.
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