Set up customer success work from agreed outcomes, account evidence, owners, dates, and clear approval rules.
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Use this before scoring accounts or drafting outreach.
Ask for the customer segments, stated outcomes, onboarding stages, product signals, support records, relationship owners, renewal dates, notice periods, and approved communication rules. Record the system, field, date range, and last refresh for each source.
Agree which measures describe adoption, outcomes, support, relationship, and commercial readiness. Define missing-data handling and who may approve an external message, offer, term, or product commitment.
Give the user:
Never fill a data gap with a guess. Do not send outreach, edit customer records, promise an outcome, or treat silence as proof of health.
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