---
sourceDocument: Brazil Customer Success Management
sourceDocumentLink: https://www.servicenow.com/docs/r/acct-lifecycle-events

 Release :

    - brazil

ft:locale :

    - en-US

ft:publication_title :

    - Brazil Customer Success Management

ft:clusterId :

    - actle

bundleId :

    - actle

workflow :

    - Customer and Industry


---

# Create a success blueprint

# Create a success blueprint {#ariaid-title1}

Release version: Brazil  
Updated September 10, 2026  
![](https://www.servicenow.com/docs/portal-asset/ico-clock) 1 minute to read  
Create a success blueprint to define the success objectives, primary success outcomes, and success initiatives for an engagement.

The procedure for creating a success blueprint depends on whether a published template is available for the product. For an overview of the success blueprint feature and guidance on choosing between the two paths, see [Success blueprint](https://www.servicenow.com/docs/r3Ssma86krEOZHXJs9Z7zQ "A success blueprint captures what success looks like for a customer, how it is measured, and which activities drive it. It organizes objectives, outcomes, and initiatives that a customer success team tracks for a single engagement.").  
You can create a success blueprint in the following ways:

* [Create a success blueprint from a template](https://www.servicenow.com/docs/zoGIPRaH_u1jS_nKmbyD0A "Create a success blueprint from a template to add success objectives and outcomes to an engagement.")
* [Create a success blueprint manually](https://www.servicenow.com/docs/iRpuRrKcYQvvByVGtlZocQ "Create a success blueprint by adding success objectives, primary success outcomes, and success initiatives directly, without using a template.")
{#account-lifecycle-create-success-blueprint__ul_xhy_bvm_hjc}
* **[Create a success blueprint from a template](https://www.servicenow.com/docs/zoGIPRaH_u1jS_nKmbyD0A)**   
  Create a success blueprint from a template to add success objectives and outcomes to an engagement.
* **[Create a success blueprint manually](https://www.servicenow.com/docs/iRpuRrKcYQvvByVGtlZocQ)**   
  Create a success blueprint by adding success objectives, primary success outcomes, and success initiatives directly, without using a template.