Getting started

Tandem is a planning tool built for Customer Success Managers. You create structured success plans, share them with customers, and use AI to keep everything moving. This guide walks you through the basics.

Creating your account

Sign up at tandemplan.xyz with your email or Google account. No credit card required — Tandem is free.

SS-007 · Sign-up screen

Your first plan

After signing in, you'll land on your portfolio — a list of all your active plans. To create your first plan:

1. Click New plan in the top right
2. Enter the account name and your goal for this engagement
3. Choose a template or start from scratch
4. Use the AI generator to draft phases, milestones, and tasks in seconds

SS-008 · New plan creation options

Sharing with your customer

Every plan has a shareable link your customer can open without signing in. The shared view shows only the information relevant to them — internal notes and tasks stay hidden.

To get the share link:

1. Open a plan
2. Click Share in the top right
3. Copy the link or send it directly from Tandem

SS-009 · Share plan modal

What's next

• Creating a plan — learn about phases, milestones, and tasks in depth
• Sharing a plan — customise what your customer sees
• Signals — understand how Tandem surfaces what needs attention