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Why should you use this template?

Create Success Plans with Google Drive Integration to Keep Customers on Track

Bring implementation goals to life with code-free success plans. Integrated with your Google Drive, success plans are the easiest for users to access important assets, like documents, images, spreadsheets, and more. Reduce churn and customer-facing resources by optimizing your success plan template and building the best onboarding plan possible. Start off with one of our good-to-go templates, or construct your own success plan from scratch.

Customize Each Customer Success Plan

Every customer is a little different. With Candu’s built-in segmentation technology, you can set up customer groups and then channel particular content only to the groups that should see it. Make sure that premium customers get exactly the onboarding resources that they need with only a few clicks of your mouse.

Improve Your Customer Success Plans

Help accounts at every phase of the customer lifecycle by tracking progress and flagging slow starters. Candu’s drag and drop interface helps you adapt your implementation strategy in real time. Use Candu’s analytics to understand where users are getting stuck, then change your success plan layout and messaging. It literally takes only minutes to improve a Candu customer success plan with our no-code native web builder.

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