Designing your ClientSuccess platform can be overwhelming if you don't already have a pre-designed Customer Lifecycle with a strong understanding of all of the elements needed to orchestrate, measure and manage the task and activities across each customer. At ClientSuccess, we want to guide our customers through a strong deployment to help them start driving value from ClientSuccess as soon as possible. The ClientSuccess Platform Design Workbook provides examples and a building worksheet for all of the core areas of configuration in the platform. The Workbook was intended to make it super easy for teams to collaborate on their ClientSuccess platform build, get ideas or reuse some of our best practices. Download a copy of our Workbook below and start mapping out your ClientSuccess configuration today. 

[MASTER] Make a Copy - ClientSuccess: Platform Configuration Workbook