Success Activation Workflow

Ensure customer achieves first value and becomes an active, successful user

Objective

Guide customers to their first success milestone and establish ongoing engagement patterns

Participants (5 roles)

success: Customer Success Manager
customer: Customer Champion
executive: Customer Executive Sponsor
analyst: Business Analyst
support: Support Team

Input

Trained and integrated customer ready for activation

Output

Active customer achieving measurable business value

Process Flow

100%
flowchart LR
    node0["Success Planning"]
    node1["Initial Implementation"]
    node2["Usage Monitoring"]
    node3["Value Demonstration"]
    node4["Expansion Planning"]
    node5["Adoption Optimization"]
    node6["Success Review"]
    node7["Ongoing Success Management"]

    node0 --> node1
    node1 --> node2
    node2 --> node3
    node3 --> node4
    node4 --> node5
    node5 --> node6
    node6 --> node7

    classDef default fill:#1e293b,stroke:#3b82f6,stroke-width:2px,color:#e0e7ff,padding:10px

Performance Metrics

7 days

timeToFirstValue

82%

activationRate

65%

featureAdoption

88%

monthlyActiveUsers

Stages Overview

100%
PROPERTIES
STAGE 1
Success Planning
STAGE 2
Initial Implementation
STAGE 3
Usage Monitoring
STAGE 4
Value Demonstration
STAGE 5
Expansion Planning
STAGE 6
Adoption Optimization
STAGE 7
Success Review
STAGE 8
Ongoing Success Management
Stage Owners
Customer Success Manager
Customer Champion
Business Analyst
Customer Success Manager
Customer Success Manager
Business Analyst
Customer Success Manager
Customer Success Manager
Stage Workers
Customer Champion
Customer Executive Sponsor
Customer Success Manager
Business Analyst
Customer Success Manager
Customer Champion
Business Analyst
Customer Champion
Customer Executive Sponsor
Customer Success Manager
Customer Champion
Customer Champion
Customer Executive Sponsor
Business Analyst
Customer Champion
Support Team
Duration
1 day
3 days
1 week
2 days
1 day
2 weeks
2 hours
Ongoing
Output Fields
• Primary Use Case*
• Success Metrics*
• Target KPIs*
• Data Imported*
• Implementation Status*
• Key Users Trained*
• Features Adopted*
• Usage Trend*
• Engagement Level*
• ROI Calculated*
• Success Story Created*
• Stakeholder Presentation*
• Additional Use Cases*
• Expansion Timeline*
• Growth Strategy*
• Best Practices Implemented*
• Adoption Score*
• Additional Training Provided*
• Goals Achieved*
• Customer Health Score*
• Renewal Likelihood*
• Check-in Frequency*
• Account Status*
• Success Plan Updated*
To-dos
• Define success criteria and measurable goals
• Create success roadmap with executive check-ins
• Implement first use case and configure workflows
• Import initial data and train key users
• Monitor daily active users and feature adoption
• Identify usage patterns and flag issues
• Compile usage metrics and calculate ROI
• Create success story and present to stakeholders
• Review additional use cases and expansion opportunities
• Plan rollout to other teams with growth targets
• Analyze adoption barriers and implement best practices
• Optimize workflows and provide targeted training
• Conduct quarterly business review with outcomes
• Plan future initiatives and renew success criteria
• Regular check-ins and proactive support
• Feature updates and continuous optimization

Automation Rules

Automation 1: Field Value Alert

If Engagement Level equals, Then escalate to Customer Success Manager with message: "Customer engagement at risk - immediate intervention required"

high

Automation 2: Field Value Alert

If Customer Health Score equals, Then escalate to Customer Success Manager with message: "Customer health critical - executive intervention needed"

critical

Workflow Summary

Total Stages

8

Total To-dos

16

Output Fields

24

Automations

2