Customer success management flows

---
title: Customer success management flows
description: This section includes the Customer Success Management flows.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-success-flows.html
release: australia
topic_type: reference
last_updated: "2026-09-10"
reading_time_minutes: 2
breadcrumb: [Reference, Customer Success Management]
---

# Customer success management flows

This section includes the Customer Success Management flows.

|Flow|Description|
|----|-----------|
|Customer Success Management Execute Flow and Send Notification|Parent flow that triggers the customer's subflow and send a notification.|
|Customer Success Management Execute Flow Action|Action that contains the script to trigger the subflow.|
|Advisory Session: Optimize Architecture|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Advisory Session: Strategy Assessment|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Customer Success Management Attach Knowledge article - Service Bridge|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Assessment: Quarterly NPS Survey and Review|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Create Risk Signal and Issue record|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Customer Experience Digital Transformation -Standard|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Customer Experience Digital Transformation Objective|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Decommission Legacy Costs|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Decommission Legacy Costs Objective|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Enable Business Velocity|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Get to Green play|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Internal Partner Implementation Review|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Product Implementation Reviews and Recommendations|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Product Proof of Concept|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Responsible Contact|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Scheduled a Follow-Up|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|
|Setup next Quarterly Business Review|Demo subflow: Run internal actions to help improve the overall engagement health with this customer. Follow the attached playbook to drive next steps and recommended actions.|

**Parent Topic:**[Customer Success Management reference](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-reference.md)