# 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.

- Topic: Projects & Operations
- Framework: Few-Shot
- Level: Standard
- Tags: Data & Analytics, Analyze, Plan, Fill-in Template
- Source: https://www.thinkwithprompt.com/prompts/create-a-mutual-success-plan-with-a-new-customer

## Prompt

```text
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.
```

## 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

Free to copy and use. From ThinkWithPrompt (https://www.thinkwithprompt.com/), a library of 2,663 curated AI prompts.