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Success Plan Certification Practical Assessment
The application exercise for the Success Plan Course is a role-play exercise where the TAM can apply what they’ve learned in the Building Success Plans course and practice having conversations that will help them build better success plans. Below is the rubric to complete based on the exercise requirements.
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Email *
TAM Email: *
TAM First Name *
TAM Last Name *
Did the TAM connect with the Customer, and make the call personal? *
15 points
Did the TAM ask open-ended questions? *
15 points
Did the TAM capture one business objective? *
15 points
Did the TAM capture at least one success metric? *
15 points
Was the metric captured measurable? *
15 points
Does the TAM have an actionable plan when the call concludes? *
15 points
Did the TAM unlock the gold nugget info? *
10 points
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