This sample plan adapts what worked in my coaching business to a B2B customer success role. I'd adjust the timing and check-ins to suit the client and the service.
Kickoff & ownershipDays 1–3
Ask what the client wants to achieve, agree who is responsible for each step, and set check-in times and response expectations.
Fast first winWeek 1
Choose one useful, achievable task so the client can see progress in their first week.
Regular check-insWeeks 2–6
Check in weekly, with extra support when needed. Ask what they've tried, what's working and where they need help.
Success planningOngoing
Break the bigger goal into weekly steps and review progress together, adjusting the plan when needed.
Risk, renewal & expansionOngoing
Reach out when participation drops. Discuss renewals and additional services when the client's results and needs make those conversations useful.