Zerto Customer Success Plan for Critical VM Protection

This Zerto Customer Success Plan focuses on protecting the most critical virtual machines (VMs) for a payroll application, ensuring key milestones are met and valuable outcomes are delivered. The plan includes a comprehensive onboarding process and detailed steps for progress tracking through milestones. The objective is to safeguard vital VMs and drive successful business outcomes.

• Zerto
• Customer Success
• Virtual Machines
• Protection
• Critical VMs

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Uploaded on Mar 05, 2025 | 0 Views

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Presentation Transcript

1. Zerto Customer Success Plan Insert Account Name Here

2. Positive Business Outcome #1: Protect VMs: Protect most critical VMs Positive Business Outcome #2: Protect VMs: Protect most critical VMs Positive Business Outcome #3: Protect VMs: Protect most critical VMs Agreed Onboarding Duration Enter Date Here

3. Positive Business Outcome #1: Protect Most Critical VMs for Payroll Application Milestones Toward PBO Key Value Moments Value Delivered #1 Milestone #1 Copy Value Delivered #2 Value Delivered #3 Milestone #2 Copy Value Delivered #4 Value Delivered #5 Milestone #3 Copy Value Delivered #6

4. Positive Business Outcome #1: Protect Most Critical VMs for Payroll Application 0 = Not Started 1 = Started 2 = Significant Progress 3 = Completed Milestone #1 Steps Timeline Progress SCSM Led Tasks Customer Tasks Notes Step 1 0 Copy Copy Copy Step 2 Copy 1 Copy Copy Copy Step 3 Copy 2 Copy Copy Copy

5. Positive Business Outcome #1: Protect Most Critical VMs for Payroll Application Milestone #2 Steps Timeline Progress SCSM Led Tasks Customer Tasks Notes Step 1 Copy Copy Copy Copy Copy Step 2 Copy Copy Copy Copy Copy Step 3 Copy Copy Copy Copy Copy

6. Positive Business Outcome #1: Protect Most Critical VMs for Payroll Application Milestone #3 Steps Timeline Progress SCSM Led Tasks Customer Tasks Notes Step 1 Copy Copy Copy Copy Copy Step 2 Copy Copy Copy Copy Copy Step 3 Copy Copy Copy Copy Copy

7. Positive Business Outcome #2: Protect Most Critical VMs for Payroll Application Milestones Toward PBO Key Value Moments Value Delivered #1 Milestone #1 Copy Value Delivered #2 Value Delivered #3 Milestone #2 Copy Value Delivered #4 Value Delivered #5 Milestone #3 Copy Value Delivered #6

8. Positive Business Outcome #2: Protect Most Critical VMs for Payroll Application Milestone #1 Steps Timeline Progress SCSM Led Tasks Customer Tasks Notes Step 1 Copy Copy Copy Copy Copy Step 2 Copy Copy Copy Copy Copy Step 3 Copy Copy Copy Copy Copy

9. Positive Business Outcome #2: Protect Most Critical VMs for Payroll Application Milestone #2 Steps Timeline Progress SCSM Led Tasks Customer Tasks Notes Step 1 Copy Copy Copy Copy Copy Step 2 Copy Copy Copy Copy Copy Step 3 Copy Copy Copy Copy Copy

10. Positive Business Outcome #2: Protect Most Critical VMs for Payroll Application Milestone #3 Steps Timeline Progress SCSM Led Tasks Customer Tasks Notes Step 1 Copy Copy Copy Copy Copy Step 2 Copy Copy Copy Copy Copy Step 3 Copy Copy Copy Copy Copy

11. Positive Business Outcome #3 :Protect Most Critical VMs for Payroll Application Milestones Toward PBO Key Value Moments Value Delivered #1 Milestone #1 Copy Value Delivered #2 Value Delivered #3 Milestone #2 Copy Value Delivered #4 Value Delivered #5 Milestone #3 Copy Value Delivered #6

12. Positive Business Outcome #3: Protect Most Critical VMs for Payroll Application Milestone #1 Steps Timeline Progress SCSM Led Tasks Customer Tasks Notes Step 1 Copy Copy Copy Copy Copy Step 2 Copy Copy Copy Copy Copy Step 3 Copy Copy Copy Copy Copy

13. Positive Business Outcome #3: Protect Most Critical VMs for Payroll Application Milestone #2 Steps Timeline Progress SCSM Led Tasks Customer Tasks Notes Step 1 Copy Copy Copy Copy Copy Step 2 Copy Copy Copy Copy Copy Step 3 Copy Copy Copy Copy Copy

14. Positive Business Outcome #3: Protect Most Critical VMs for Payroll Application Milestone #3 Steps Timeline Progress SCSM Led Tasks Customer Tasks Notes Step 1 Copy Copy Copy Copy Copy Step 2 Copy Copy Copy Copy Copy Step 3 Copy Copy Copy Copy Copy

15. Thank You