Helps Us Deliver Value Faster
Helps Us Deliver Value Faster
Helps Us Deliver Value Faster
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Challenge
Before Planhat, we were using a combination of Airtable and Excel to manage our customers. While at first glance this combination seems to be a powerful enough tech stack for any service agency, reality proved otherwise. We struggled to manage our active clients and it would take us a few hours to calculate even basic numbers like LTV or churn: we clearly needed a more purpose-built customer success platform to manage our client base.
“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average”
Challenge
Before Planhat, we were using a combination of Airtable and Excel to manage our customers. While at first glance this combination seems to be a powerful enough tech stack for any service agency, reality proved otherwise. We struggled to manage our active clients and it would take us a few hours to calculate even basic numbers like LTV or churn: we clearly needed a more purpose-built customer success platform to manage our client base.
“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average”
Challenge
Before Planhat, we were using a combination of Airtable and Excel to manage our customers. While at first glance this combination seems to be a powerful enough tech stack for any service agency, reality proved otherwise. We struggled to manage our active clients and it would take us a few hours to calculate even basic numbers like LTV or churn: we clearly needed a more purpose-built customer success platform to manage our client base.
“Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we've decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average”
Solution
Planhat is a well-designed project management tool that allows us to forget about Airtable and Excel, store all our client data in one place, and automate a bunch of processes. From the get-go, our team felt the immediate relief on their operational task-load, allowing them to focus fully on their clients and projects, not admin and data hygiene.
Solution
Planhat is a well-designed project management tool that allows us to forget about Airtable and Excel, store all our client data in one place, and automate a bunch of processes. From the get-go, our team felt the immediate relief on their operational task-load, allowing them to focus fully on their clients and projects, not admin and data hygiene.
Solution
Planhat is a well-designed project management tool that allows us to forget about Airtable and Excel, store all our client data in one place, and automate a bunch of processes. From the get-go, our team felt the immediate relief on their operational task-load, allowing them to focus fully on their clients and projects, not admin and data hygiene.
Impact
We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever. Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we were able to Refine our onboarding process and decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.
Impact
We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever. Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we were able to Refine our onboarding process and decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.
Impact
We've seen clear operational improvement with Planhat: project lifecycle visibility is better than its ever been, and our team is operating more efficiently than ever. Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better. As a result, we were able to Refine our onboarding process and decreased our onboarding time from 9 to 7 business days and our churn rate by 10%, on average.
Planhat
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.
Customers
Recognized as a world-leader by
Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.