Driving Renewals Programmatically
Driving Renewals Programmatically
Driving Renewals Programmatically
Vice President of Customer Success at restaurant operations disruptor, Jolt, shares how Planhat has driven organizational efficiency and reduced headcount.
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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.
Adam Cooney
Vice President of Customer Success
Jolt
Adam is a seasoned customer success leader with over 15 years of experience building and scaling post-sales teams in SaaS and fintech. As Vice President of Customer Success at Jolt, he leads strategy and operations for driving retention and product adoption across restaurant and business clients. Previously, he held senior leadership roles at WebPT, Kenect, and Prosper Healthcare Lending, where he built high-performing teams, and scaled customer success organizations to support thousands of clinics and members.
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Discover how Planhat empowers Telia Cygate, Sweden's sovereign network security leader, to scale an exceptional customer experience to all their customers at all times.
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Discover how Planhat empowers Telia Cygate, Sweden's sovereign network security leader, to scale an exceptional customer experience to all their customers at all times.
