Customer Success — Client Intake Form

CS SharePoint Site  ›  New Client Record
CM-CS-FRM-001 Version 1.0  |  April 2026
Connected Manufacturing › Customer Success › Client Records › New Client Intake
SP
Linked to CS SharePoint Site
connectedmanufacturing.sharepoint.com/sites/CustomerSuccess
Submissions saved to: CS / Client Records / Active

Complete this form to register a new MES client with the Connected Manufacturing Customer Success team. All sections must be completed before the client record is created in HubSpot and the Customer Success Plan (CM-CS-PLN-001) is initialized in SharePoint. This form is aligned with the CS SOP (CM-CS-SOP-001) Phase 1 requirements.

★ Fields marked with an asterisk are required.

1

Account Identification

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Typically 180 days before expiry
2

Key Stakeholders

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Client Stakeholders
Full Name Job Title Role Email Phone
Internal CM Account Team
NameCM RoleDepartmentEmail
3

Client Profile & MES Scope

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Manufacturing Sites in Scope
Plant / Site NameLocation (City, Country)PhaseMES Modules in Scope
Integrations
SystemTypeVendor / VersionIntegration MethodStatus
4

Program Scope (Phase 1 In / Out)

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✔ In Scope — Phase 1
MES Modules
Access & Infrastructure
✕ Out of Scope — Phase 1
Deferred Items
5

Success Criteria & KPIs

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SMART KPIs (minimum 3 required)
KPI Description
Baseline
Target
Target Date
6

Initial Health Assessment

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7

Known Risks & RAID Log (Initial)

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Document all known risks identified during the sales handoff and kickoff. This initializes the account RAID log in Wrike.

# Type Severity Description Mitigation / Action Owner Due Date
1
8

Governance & Communication Plan

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Typically 90 days post go-live
9

Renewal & Expansion Outlook

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10

Post-Submission Actions

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Unsaved changes