Client Success
Engagement
build
Current phase
Week 6/13
Progress
4/10
Milestones
discovery
2
build3
activate4
sustain40% complete
discovery
Kickoff & stakeholder alignment
Data audit and source mapping
build
Stripe integration live
Salesforce sync configured
Analytics warehouse connected
Dashboard baseline metrics
activate
Alert rules defined
First QBR delivered
sustain
Automated weekly digest
Expansion opportunity model