Introducing the entire Selling Team and Buying Team allows the Customer Success team to establish relationships faster. Customer Success knows buyer priorities and history, as well as their names—so there are no surprises.
Faster Time to Value… and Referrals… and Upgrades
Working from a shared plan stops unnecessary implementation delays and makes it easy to determine when value has been delivered
(Pro tip: this is the same day to ask for referrals or additional projects).
Implement at scale
Well-defined process ensures every customer onboards the same way, delivering high quality, consistent experience from every team member—no matter no matter how fast you’re growing.