Manage customer success playbooks

concept brazil Updated Sep 10, 2026 1 min read account-lifecycle-manage-cust-succ-playbooks.md
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Use the customer success playbooks to manage planned and unplanned activities during an engagement. Configure the structure of these playbooks, including their stages and activities, use the Playbook builder.

  • Create an internal play
    Create an internal play to define planned or unplanned activities that the customer does not have access to during the engagement lifecycle.
  • Create a customer play
    Create a customer play in collaboration with customers to define planned and unplanned activities required to support an engagement.
  • Create a renewal play
    Create a renewal playbook to define processes to simplify contract renewals and identify expansion opportunities.

Parent Topic:Customer success

Related topics

Playbook builder

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