Our customer success, onboarding, and implementation experts have compiled all of their best, tried-and-true resources in our Post-Sale Playbook. Each play is a step-by-step, in-depth guide to implementing best practices for bridging the gap between sales and customer success
Post Sale Maturity Levels
Novice
You are unaware of post-sale approaches and processes.
Post-sale experience is not a known concept
No standard communication approaches
Reactive
You have no formal processes in place.
Ad hoc
Few tools in place
Always playing catchup
Proactive
You are ready to set goals and track metrics.
Some repeatable processes
Using established tools
Considering team goals
Optimizing
You are aligned with your customers’ needs and goals.
