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Why you’re here

Plan is where commitments become execution. Initiatives, actions, timelines, milestones, risks, governance — all structured, trackable, always up to date. A commitment captured in a meeting is instantly structured as an initiative in the plan, so a CS team or partner logs in and sees tasks, actions, and timelines already defined — no handoff call, no rebrief. That reduces onboarding and handoff time by 30–50%, avoids rework from fragmented context, and accelerates time-to-value. This is where Customer Success, Consulting, Marketing, and Partners align, and where the deliverables you pull into executive summaries come together. Execution starts with context already in place.
Customer Success Plan page showing summary counters, overall progress, project selector, tab bar, and initiative cards.

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What you’ll see

  • Four summary counters at the top: Initiatives, Milestones, Active Risks, and Complete percentage.
  • An Overall CSP Progress bar.
  • A Project selector that scopes everything below to a single project.
  • A tab bar for Initiatives, Board, Timeline, Actions, Risks, and Governance.
  • A New Initiative button in the top right.
Initiatives, Board, Timeline, Actions, Risks, and Governance are tabs of this same page — the URL changes to /csp?tab=board, /csp?tab=timeline, and so on as you switch. Tasks, Milestones, and Deliverables are separate top-level pages.
A Customer Success Plan is created automatically when a project is created. Use New Initiative on this page to start populating it.

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Tabs

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Initiatives

The default view. Workstreams with status, progress, and action counts — the spine of the success plan. See Initiatives for the full breakdown.

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Board

Board tab of the Customer Success Plan showing initiatives organized into Not Started, In Progress, Completed, and On Hold columns.
Board is a kanban view of the plan’s initiatives across four columns: Not Started, In Progress, Completed, and On Hold. Each card shows the initiative name, short description, date range, and a progress percentage. Use it when you want to see flow — where work is concentrated and what’s stalled — rather than a flat list.

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Timeline

The schedule view. Initiatives and their actions on a Gantt-style calendar grid. See Timeline for the full breakdown.

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Actions

A flat, filterable list of every action across every initiative in the project. See Actions for the full breakdown.

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Risks

Risks tab of the Customer Success Plan with a Risks and Mitigations panel, an Add Risk button, and an empty state.
Risks is where you capture what could derail the project and how you plan to mitigate it. The panel header shows a risks-identified count; until you add one, the tab shows an empty state (“No risks identified yet”) with guidance to add risks and mitigation strategies to track project health. Use the Add Risk button in the top right to log your first one.

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Governance

Governance tab of the Customer Success Plan with an Activity panel, an Add Meeting button, and an empty state for governance meetings.
Governance is where you define the meeting cadence that keeps the project on track — steering committees, working groups, status reviews. The Activity panel shows an activities-defined count; until you add one, the tab shows an empty state (“No governance meetings”) with guidance to add meetings to define your governance structure. Use the Add Meeting button in the top right to set up the cadence.

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When to use it

  • Open the CSP at the start of a project to stand up initiatives and actions.
  • Review overall progress before a customer steering meeting.
  • Flip between tabs to move from strategy (Initiatives) to schedule (Timeline) to execution (Actions).
  • Log risks and governance meetings so they don’t live in side channels.
  • Add a new initiative when a fresh workstream is greenlit.

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Next

Initiatives

Dive into the workstreams that make up this plan.

Timeline

See the same plan laid out by date.

Actions

Work the flat execution list across initiatives.

Milestones

Track the checkpoints that matter to the customer.