What this template is for

Turn your customer success playbook into a structured flow your champion inside the account can follow. No more 40-message email threads to track a single integration.

What happens in each step

1. Kickoff with the champion.
2. Data audit — customer exports the data we need to migrate.
3. Test environment setup — we provision, they validate.
4. Training call — live walkthrough.
5. Go-live checklist — they confirm everything works.
6. Success metrics review — 30-day check-in.