CLIENT SUCCESS

A dedicated success team that knows your name.

From your first roadmap to your hundredth, our CSMs are here for the long haul. Maybe that's why our award-winning team leads the industry for client success and support on G2.

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4.3/5 on G2

"The support from ProductPlan success team has been incredibly helpful, providing the assistance I need whenever required. I also appreciate the frequent updates to ProductPlan, as they continually enhance the functionality and usefulness of the tool."

- Judy L., Verified G2 User

YOUR DEDICATED TEAM

Three roles.
One Goal. Your success.

You'll work with a dedicated success team across every stage of your ProductPlan journey. Every person on your ProductPlan team has a role, and they all care about your account.
Implementation Manager
Gets you live the right way
  • Guides your Jira or ADO configuration and field mapping
  • Advises on roadmap strategy and best practices
  • Provides technical setup support and refresher training
  • Makes sure your first roadmap reflects your real data
Customer Success Manager
Stays with you after go-live
  • Ensures you’re getting maximum value from ProductPlan
  • Provides ongoing technical support and guidance
  • Demos new features and capabilities to your team
  • Holds post-go-live check-ins and QBRs to make sure you’re set up for success
Account Executive
Manages your relationship
  • Guides you through your solution review, stakeholder approvals, licensing, and contracting
  • Supports billing and renewal questions
  • Conducts security assessments as needed
  • Ensures ProductPlan grows with your organization
SERVING PRODUCT TEAMS SINCE 2013

We’ve been doing this a long time. We take it personally.

Over a decade of helping product teams build better roadmaps, align faster, and make decisions with confidence. These aren’t just numbers: they’re the teams we’ve shown up for, one roadmap at a time.

4.3/5

Star Rating on G2

23M+

Strategic Iniatives Managed

450K

Accounts Served

2013

Serving Teams Since

Rated Easiest to Use and Easiest to Do Business With by our customers on G2. Not just once, consistently. That’s what happens when you genuinely care about the people using your product.

HOW WE WORK WITH YOU

We don’t just onboard you and disappear.

Your CSM doesn’t wait for a support ticket. They reach out proactively: after go-live, when new features ship, and whenever your usage patterns suggest your team could be getting more from the platform.

When you reach out, you’re not starting from scratch. Your team knows your Jira configuration, your roadmap structure, and the goals you were trying to achieve when you signed on. That context stays with you.

Whether you’re building your first roadmap or scaling to a portfolio view across a dozen product teams, we’ve helped teams at every stage of that journey. We bring the best practices. You bring the vision.

THE TEAM BEHIND THE TICKETS

Real people. Real passion for your success.

Every support interaction at ProductPlan is handled by a live human who knows the platform inside out. No bots, no scripted responses, no ticket queues that disappear into the void. Just a team that genuinely cares about getting you unstuck.

“Implementation is where promises become reality. That's the moment that matters most to a customer.”
ZACH ADAIR
|
VP OF CUSTOMER OPERATIONS

Your success is our success.

Partner with a team that’s been helping product organizations build, align, and grow since 2013. We’re ready when you are.
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4.3/5 on G2