Vice President of Customer Success at restaurant operations disruptor, Jolt, shares how Planhat has driven organizational efficiency and reduced headcount.

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Dec 12, 2025

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Adam Cooney —  With Planhat, we were able to build out our workflows designed around the customer journey. So: post-onboarding, adoption, renewal, and our year two playbook. And given the playbooks that we have associated with those workflows, our team can now systematically and programmatically be proactive with the type of meaningful engagements we want to have with our customers.

“Our team can now systematically and programmatically be proactive”

Adam Cooney —  With Planhat, we were able to build out our workflows designed around the customer journey. So: post-onboarding, adoption, renewal, and our year two playbook. And given the playbooks that we have associated with those workflows, our team can now systematically and programmatically be proactive with the type of meaningful engagements we want to have with our customers.

“Our team can now systematically and programmatically be proactive”

Adam Cooney —  With Planhat, we were able to build out our workflows designed around the customer journey. So: post-onboarding, adoption, renewal, and our year two playbook. And given the playbooks that we have associated with those workflows, our team can now systematically and programmatically be proactive with the type of meaningful engagements we want to have with our customers.

“Our team can now systematically and programmatically be proactive”

And because we're having those types of engagements, our customers have a higher propensity to renew. And we're having bigger and deeper discussions with them around adding additional products.

And because we're having those types of engagements, our customers have a higher propensity to renew. And we're having bigger and deeper discussions with them around adding additional products.

And because we're having those types of engagements, our customers have a higher propensity to renew. And we're having bigger and deeper discussions with them around adding additional products.

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Planhat is built to keep your data safe. We put privacy and security front and centre, so you don’t have to.

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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.

Know them. Grow them.

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.

Know them. Grow them.

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.

Know them. Grow them.