Unchurned - The No. 1 podcast for Customer Success
Sep 23, 2026 · 42 min · 11 segments
Most companies think of customer success as a support function that ships software. The real shift is treating it as a co-build practice that ships outcomes. In this episode of the \[Un]Churned…
Josh SchachterHostAriel RismanGuestRight.

Did we talk about the transformation plan? Is that what you were referring to with the maturity model? That's the transformation plan?
What's embedded in the transformation plans is that maturity model because we walk customers through it.
I think depending on the customer, we might still call them success plans, but calling them AI transformation plans, it's been really effective for a lot of our customers that are looking for guidance on how to both use Notion AI, but also drive adoption in service of some of their wider business objectives.
So rather than doing a basic success plan, we do a lot of similar things, right? Like we understand a customer's business objectives.
We diagnose where they are and we have a conversation about like, where do you want to go and how can we help you get there? And so then we pull together a mutual action plan and And then we start to document, these are the workflows that we want to build together.
Here are some recommendations of the workflows that we think you should build based off of your business objectives.
And what's really great is that we're starting to build a library of the best in class workflows that our customers are implementing.
And so we're able to be really prescriptive and aligned to a customer's business objectives, which I think customers are really looking for right now.

help them benchmark against other similar cohorts? Like benchmark the outcomes and the usage that they're getting versus similar types of companies or verticals or industries or not quite yet?
From the agents or from the, I mean, while we have a lot of like value conversations with our customers, we're able, we were just talking earlier about how, like there's a number of metrics we look at.
Right.

Did we talk about the transformation plan? Is that what you were referring to with the maturity model? That's the transformation plan?
What's embedded in the transformation plans is that maturity model because we walk customers through it.
I think depending on the customer, we might still call them success plans, but calling them AI transformation plans, it's been really effective for a lot of our customers that are looking for guidance on how to both use Notion AI, but also drive adoption in service of some of their wider business objectives.
So rather than doing a basic success plan, we do a lot of similar things, right? Like we understand a customer's business objectives.
We diagnose where they are and we have a conversation about like, where do you want to go and how can we help you get there? And so then we pull together a mutual action plan and And then we start to document, these are the workflows that we want to build together.
Here are some recommendations of the workflows that we think you should build based off of your business objectives.
And what's really great is that we're starting to build a library of the best in class workflows that our customers are implementing.
And so we're able to be really prescriptive and aligned to a customer's business objectives, which I think customers are really looking for right now.

help them benchmark against other similar cohorts? Like benchmark the outcomes and the usage that they're getting versus similar types of companies or verticals or industries or not quite yet?
From the agents or from the, I mean, while we have a lot of like value conversations with our customers, we're able, we were just talking earlier about how, like there's a number of metrics we look at.
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