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.

Contact sales

How customer success teams use Lucid

A conceptual image of a Lucid project plan with a timeline

Build mutual success plans

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

Build a plan
A conceptual image showing the stages of a plan created in Lucid

Facilitate onboarding

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

Plan a presentation
A conceptual image of an account plan in Lucidchart

Align internal teams

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

Create an account map
A conceptual image of a Lucidspark board with sticky notes and swimlanes

Build customer journey maps

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

Map a journey
A conceptual image of a support process diagram in Lucidchart

Establish team processes

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

Create a process

Additional resources

How GTM teams use Lucid blog post

Learn how go-to-market teams facilitate alignment.

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Webinar for non-technical users

See Lucid use cases for business and creative teams.

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Toolkit for effortless documentation

Document all your CS systems and processes with ease.

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"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

Go to case study
"I’m positive that Lucidchart helps increase our close rate. I would say it moves the needle, increasing our existing close rate by 20%. And it shortens our deal cycle as well."

Sam Metzer, Solutions Engineer at DocuSign

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Lucid for everyone

Give every team in your organization a better way to work—visually.


"Uncover valuable insights about your customers to create a collaborative selling environment and hit your targets."

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Solutions engineers

Collaboratively design, build, and deploy tailored solutions.

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Envision, plan, and launch marketing campaigns that delight customers, drive revenue, and increase brand engagement.

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Ready to ensure mutual success with your customers?

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