Build a more collaborative customer success team

Work side by side with customers to ensure mutual success. Create and share onboarding and engagement plans in the Lucid Visual Collaboration Suite.

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How customer success teams use Lucid

Build mutual success plans

Brainstorm with customers in real time to establish goals, timelines, and milestones. Determine and document what mutual success looks like.

Facilitate onboarding

Create interactive training sessions and presentations to onboard customers and help them get the most out of your solution.

Align internal teams

Collaborate with cross-functional teams to build upon existing account plans, prepare for and deliver QBRs, and share best practices.

Build customer journey maps

Document the post-sales customer experience to identify opportunities for improvement, standardization, and automation.

Establish team processes

Document scalable team processes to streamline workflows and provide best-in-class customer support.

"By granting them access to the visuals beforehand, the team can already be going at 25 mph rather than sitting with the emergency brake on when a deal closes. We are anticipating that this process will significantly shorten the implementation cycle and ensure the team really knows the client from the get-go."
- Riley Thomas - SVP of Revenue at Built

Ready to ensure mutual success with your customers?

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Get Started

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