Open a company's Success Plan tab to manage the work behind its goals. A company can have multiple plans. Use the plan selector to switch between them, and use the Success Plans portfolio to review work across accounts.

Create a plan

Create a plan with a name and owner. Add a description, start date, linked goals, and package hours when relevant. Choose an available template to reuse a set of milestones and deliverables. Template dates are relative to the plan's start date.

Plans have their own status: Not started, In progress, On hold, or Completed. Archive a plan to keep its history while moving it out of the active plan list.

Save and reuse a plan

Turn a proven implementation plan into a starting point for the next engagement:

Open the source plan. From Plan actions → Edit, use Start to set a meaningful kickoff date, then check the milestone order and deliverable dates.
Choose Plan actions → Save as template, then Save template. Cust saves the milestones and deliverables, with dates relative to the source plan's start date.
Open the next company's Success plan tab and create a new plan. Use Template to select the saved template, choose the new plan's Owner, and set its Start date.
Open the new plan. Assign each deliverable to the teammate or customer who owns it, review the shifted dates, and link the goals for this engagement.

Part of the plan	What happens when you reuse it
Milestones and deliverables	Their structure, titles, descriptions, and impact carry over.
Start and due dates	Dates shift to the same number of days after the new plan's start date.
Deliverable owners	The teammate/customer owner type carries over; named owners must be assigned for the new engagement.
Deliverable statuses	All deliverables start as Not started, including ones completed in the source plan.
Comments and logged time	The new engagement starts with its own discussion and time records.

For example, Siemens' acceptance review is due 14 days after kickoff. Reusing that plan for an October 5 kickoff makes the review due October 19. Assign its new acceptance owner and check that the planned sequence fits the customer's launch date before sharing it.

If the source plan has no start date, Cust uses its earliest deliverable date as the date anchor. Setting the source start date before saving makes the schedule easier to understand. Deliverable dates earlier than that start date become day zero in the template.

Milestones and deliverables

Organize the plan into milestones such as Discovery, Configuration, and Launch. Add deliverables under each milestone, or leave them ungrouped.

A deliverable can hold:

Title and description: the work and what it should achieve.
Status: Not started, In progress, Waiting on customer, Waiting on us, Blocked, Completed, or Cancelled.
Impact: Low, Medium, High, or Critical.
Owner: a teammate, or a customer owner identified by name and email.
Start and due dates: when work should happen.
Estimated hours and time entries: planned and actual effort.

Link goals at the plan level to show which outcomes the work supports. Completing a deliverable records its completion time.

Choose a view

View	How to use it
List	Read deliverables by milestone. Drag to reorder milestones or move and reorder deliverables.
Board	Review work by deliverable status and move cards between status columns.
Timeline	See dated deliverables across time to review the sequence of work.

These views show the same plan. Changing a deliverable in one view updates the others.

Build from a screenshot

Paste or upload a readable screenshot of call notes, a customer email, or an existing plan. Cust extracts work, resolves owner hints, and interprets dates using the workspace context. Existing items can be updated as well as new ones created.

Review the resulting items, owners, dates, and duplicate matches before using the plan as your agreed record. You can also ask the Assistant to propose changes; its approval settings determine when those changes need confirmation.

Track effort and discussion

Add time entries to a deliverable with hours, the date worked, and an optional note. Logged time rolls up to the plan so you can compare it with package hours. Estimated hours describe planned effort and are separate from time already logged.

Use comments to discuss the plan or a specific deliverable. Comments written inside Cust remain internal. Comments submitted through the customer share page are visible on that shared page.

Open Share with the customer and choose the audience:

Only your team keeps public access disabled.
Anyone with the link opens a customer view that does not require a Cust account.

Customers can read the shared plan and comment, but cannot edit its deliverables. The shared view includes goal titles, milestones, deliverable descriptions, statuses, owner names, dates, and shared discussion. It omits internal comments, internal impact ratings, owner email addresses, and time-budget details. A customer supplies a name and email when commenting; the public comment display does not expose that email.

Sharing applies to the selected plan. Inspect the shared page before sending the link, and return sharing to Only your team to disable public access.

Open a company's success plans