Mutual Success Plans

The Plan is Missing

You just got out of a QBR. Everyone nodded, agreed on the next steps... and then? Silence.

No follow-up. No shared doc. No accountability. The “plan” lives in someone’s memory—or worse, a slide deck that never gets opened again.

And that’s for your best customers.

No System for Strategic Collaboration

Most Customer Success and Account teams are flying blind after the meeting ends:

• Action items get lost in email

• KPIs never get tracked

• Goals aren’t aligned

Leadership asks, “What’s our strategy for this account?” and the honest answer is, “We had one, I think.”

Steerco’s Mutual Success Plans

Steerco creates a shared, editable success workspace the moment an engagement starts. It’s not a template. It’s:

• Auto-generated from product and CRM signals

• Updated in real time as new data flows in

• Aligned to business objectives from both sides of the relationship

Each plan includes:

• Shared goals

• Live KPIs

• Assigned owners

• Trackable next steps

What Makes This Work

Steerco’s plans don’t rely on reps to “fill it out later.” They’re built from signals, not spreadsheets.

• Usage spikes? Goal updated.

• Renewal timeline triggered? Milestone added.

• New stakeholder enters? Assigned to plan.

Everyone, internal and customer, stays aligned without the drama.

Why It Matters to the Business

• Keeps strategic customers engaged, not just “managed”

• Drives co-ownership, not dependency

• Turns reviews into action, not just recaps

Real Example

One Customer Success leader used Steerco’s success plans to replace a patchwork of Google Docs and Asana checklists. Just by making expectations visible and trackable, their net revenue retention went up 18%.

TL;DR

Steerco turns wishful thinking into shared execution. Every account gets a live, evolving success plan that is auto-generated and co-owned.