Is your services team struggling to provide an efficient implementation of your product?
Are your customers asking for more information earlier in the implementation process? How do you improve the speed to value for your customers and recognize that revenue faster?
Through Efficient Processes, I will review your services, processes, and tools and work with your team to create a standard operating procedure to implement your product faster. We will eliminate duplicate tasks and processes and ensure your team is delivering a consistent methodology and experience for your customers.
- A 90-minute strategy call to review your challenges and discuss opportunities for improvement
- Create and deliver key reusable templates for your services team to efficiently manage their projects:
- Implementation Project Plan that identifies the steps needed for you and your customer to implement your product successfully
- Customer Project Initiation Checklist for your customers which outlines the key deliverables they need to provide to your team for a successful implementation
- A 90-minute follow-up call to review the tools with your services and support teams.
- Unlimited emails with questions as we work through and customize these templates for your business needs
- A 30-day post-engagement check-in with suggestions on any changes you can make to the tools or processes
- BONUS: We’ll create a One Page Summary template for your services team to summarize the key project and implementation information needed for your ongoing account management team to successfully support the customer.