Customer Success Checklist: job aid

This job aid is a practical checklist for customer success professionals, providing a clear, repeatable approach to assessing newly assigned customer accounts, particularly when no internal process exists. Being both accurate and efficient when taking ownership of a new account is a core skill for this role that demonstrates value to both customers and the broader team. Using learner-centered design, the checklist focuses on the professional’s needs and context, prioritizing usability, relevance, and immediate application to help them act confidently, stay organized, and make meaningful progress from day one.