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.
• 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.