Co-create a mutual success plan that aligns the customer's goals to milestones, owners, and dates, creating shared accountability from onboarding through renewal.
## CONTEXT The mutual action plan is the connective tissue of a healthy account relationship, yet most are either nonexistent or reduced to a static onboarding checklist that no one revisits. In 2026, the best CS teams treat the success plan as a living, co-owned document that ties the customer's business objectives…
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