Customer Success · Template
90-Day Growth Plan
Delivered at Day 90 — pivots the account from launch into a sustained growth motion.
Section 1 — Baseline Recap
- Day 30 KPIs vs. targets.
- Day 60 optimizations shipped & measured impact.
Section 2 — Growth Levers
| Lever | Estimated Lift | Effort |
|---|
| Refill cadence emails | +8–12% LTV | Low |
| Post-consult upsell (add-on SKU) | +15% AOV | Medium |
| New treatment category | +20% GMV | High |
| Paid re-engagement (lapsed patients) | +5–10% actives | Medium |
Section 3 — Commercial Review
- Volume vs. tier — does the client qualify for a tier change?
- Variable-fee run rate and forecast.
- Renewal timeline & contract mechanics.
Section 4 — 12-Month Roadmap
| Quarter | Theme | Milestones |
|---|
| Q1 | Refill & retention | — |
| Q2 | New SKU launch | — |
| Q3 | New category | — |
| Q4 | Renewal & expansion | — |