---
sourceDocument: Australia Customer Success Management
sourceDocumentLink: https://servicenow-prod.fluidtopics.net/r/acct-lifecycle-events

 Release :

    - australia

ft:locale :

    - en-US

ft:publication_title :

    - Australia Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Success blueprint

# Success blueprint {#ariaid-title1}

Release version: Australia  
Updated March 12, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
A success blueprint captures what success looks like for a customer, how it is measured, and which
activities drive it. It organizes objectives, outcomes, and initiatives that a customer success team tracks for a single engagement.

The success blueprint provides a structured way to capture what success looks like for the customer, how it will be measured, and which activities will drive it. Each blueprint is tied to an engagement and is built around the
products purchased by the customer.

You can create a success blueprint in two ways:

* From a template: Use a published success blueprint template that already defines a set of objectives and outcomes for a specific product. Required objectives are selected automatically, and the customer success manager can add optional objectives during creation. For details, see [Create a success blueprint from a template](https://servicenow-prod.fluidtopics.net/l_AZ5BZM9e1zqYH7RDTKAg "Create a success blueprint from a template to add success objectives and outcomes to an engagement.").
* Manually: Add a success objective, then add the primary success outcomes that measure it, and then add the success initiatives that complete it. Use this path when no template is available for the product, or when an engagement requires objectives that aren't covered by an existing template. For details, see [Create a success blueprint manually](https://servicenow-prod.fluidtopics.net/iuK1zaV_hZ6FvvH4boCngw "Create a success blueprint by adding success objectives, primary success outcomes, and success initiatives directly, without using a template.").

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## Success blueprint template {#account-lifecycle-success-blueprint__account-lifecycle-success-blueprint-template}

A success blueprint template defines a reusable set of objectives and outcomes for a specific product. Templates streamline the process of associating objectives and outcomes with an engagement, and provide a standardized
starting point that reduces manual overhead. Templates also give customer success managers a starting point for conversations with the customer about which objectives matter most.  
With success blueprint templates, the customer success managers can:

* Create common success objectives and outcomes, and tailor them to meet customer needs.
* Verify that the appropriate objectives and outcomes are tracked for every engagement in their portfolio.
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**Related concepts**   

* [Create a success blueprint](https://servicenow-prod.fluidtopics.net/YKqxsoT79rrgR_KcuKynBg "Create a success blueprint to define the success objectives, primary success outcomes, and success initiatives for an engagement.")  
**Related tasks**   

* [Define a success blueprint template](https://servicenow-prod.fluidtopics.net/P6JcHfyENQU7B7nqkE2KiQ "Create a success blueprint template with predefined success objectives and outcomes for a product model that helps your organization scale its customer success operations.")