Customer Success · Template
60-Day Optimization Plan
Playbook delivered at Day 60 post-launch. Focuses on funnel optimization and expansion setup.
Purpose
Convert the friction points surfaced in the 30-Day Recap into a shipped optimization backlog and lay groundwork for the 90-Day growth push.
Section 1 — Funnel Optimization
| Stage | Current | Target | Owner |
|---|
| Landing → Intake start | —% | +10% | Marketing |
| Intake start → complete | —% | ≥ 70% | Product |
| Complete → paid checkout | —% | ≥ 60% | Growth |
| Approved → refill month 2 | —% | ≥ 55% | CSM |
Section 2 — Clinical & Fulfillment
- Review provider approval rate by SKU; escalate outliers.
- Audit pharmacy turnaround times; renegotiate SLA if > 72 hrs.
- Confirm refill cadence templates loaded for every SKU.
Section 3 — Expansion Setup
- Identify 1–2 new SKUs or categories to launch at Day 90.
- Draft creative brief for retention email + SMS.
- Scope reporting/analytics add-on if applicable.
Section 4 — Commitments