Creating a plan

A Tandem plan is the single source of truth for a customer engagement. It holds everything: what success looks like, what needs to happen to get there, and who is responsible.

Plan anatomy

Each plan is made up of:

• Outcomes — what success looks like from the customer's perspective
• Phases — time-bounded stages of the engagement (e.g. Onboarding, Adoption, Expansion)
• Milestones — significant checkpoints within a phase
• Tasks — specific actions that make milestones happen

SS-010 · Plan cockpit showing phases, milestones, and tasks

Using the AI generator

The fastest way to create a plan is to use the AI generator. Describe the account and what you're trying to achieve, and Tandem drafts the full plan structure in seconds.

1. Click New plan
2. Enter the account name and goal
3. Click Generate with AI
4. Review and edit the draft

SS-011 · New plan form with AI generation path selected

Adding tasks manually

You can add tasks to any phase or milestone by clicking the + button next to the section. Each task can have:

• An assignee (you or a team member)
• A due date
• A status (not started, in progress, done)
• An internal-only flag (hides the task from the shared view)

SS-012 · Task row with assignee, due date, and status controls

Phases and milestones

Phases give structure to the engagement timeline. Milestones mark significant moments within a phase — a go-live, a training completion, an expansion conversation.

Related

• Sharing a plan
• Templates