Create Exceptional Post-Sale Customer Experiences
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. To get personalized recommendations for plays that are geared toward your business and post-sale maturity, take our free Post-Sale Performance Assessment.
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 catch up
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 have measurable goals.
- Internal alignment
- Formal post-sale processes
- Monitoring metrics
- Increase customer loyalty
SCALING
You are ready to scale your post-sale experience for your growing business.
- Results-oriented
- Total internal alignment
- Recurring revenue generation
Explore Each Play
See all of the Plays from the Playbook below. Use the filter to check out Plays from each maturity level.
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