For Customer Success
Onboard Customers and Drive Retention
The post-sales phase is where customer relationships are built or broken. This template helps customer success teams manage onboarding, implementation, training, and ongoing engagement—all on a visual timeline.
What Is Post-Sales Management?
Post-sales management covers everything that happens after a deal closes—onboarding, implementation, training, go-live support, and ongoing customer success activities.
By mapping post-sales activities on a Gantt chart, customer success teams can ensure no step is skipped and every customer gets a consistent, high-quality experience.
Why Structure Your Post-Sales Process?
A structured post-sales process reduces churn, accelerates time-to-value, and creates upsell opportunities. Without it, customers can feel abandoned after signing, leading to poor adoption and eventual churn.
Visualizing the process on a timeline makes it easy to track multiple customers at once, identify where customers are getting stuck, and ensure no milestone is missed.
Building Your Post-Sales Plan
Map out your customer journey from contract signing to full adoption. Include key milestones like kickoff call, data migration, training sessions, go-live, and 30/60/90-day health checks.
Use Instagantt to create a reusable template that you can duplicate for each new customer. Assign tasks to CSMs, set reminder milestones, and track progress across your entire customer portfolio.