How Belkins Cut Churn by 10% with Planhat
Belkins
Belkins
51-200 Employees
Scale-up
51-200 Employees
Scale-up
Headquarters
Dover, DE
Headquarters
Dover, DE
Switched to Planhat
2022
Switched to Planhat
2022
Belkins is a B2B lead-generation and sales-development agency, running appointment-setting and outbound campaigns on behalf of clients. Customer operations had reached the point where spreadsheets were slowing the work they were meant to support, and the team needed a system of action that would empower them to keep pace.
Belkins is a B2B lead-generation and sales-development agency, running appointment-setting and outbound campaigns on behalf of clients. Customer operations had reached the point where spreadsheets were slowing the work they were meant to support, and the team needed a system of action that would empower them to keep pace.
Share
Challenge
Belkins was running its client base on Airtable and Excel. It looked capable enough on paper, but managing active clients was a struggle and pulling a basic figure like LTV or churn took hours.
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.”
“
Yuriy Boyko
Head of Account Management
Share
Belkins was running its client base on Airtable and Excel. It looked capable enough on paper, but managing active clients was a struggle and pulling a basic figure like LTV or churn took hours.
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.”
“
Yuriy Boyko
Head of Account Management
Belkins was running its client base on Airtable and Excel. It looked capable enough on paper, but managing active clients was a struggle and pulling a basic figure like LTV or churn took hours.
“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.”
Yuriy Boyko
Head of Account Management
Share
Solution
Solution
Planhat put all client data in one place and automated the routine work. The team felt the drop in admin load immediately, freeing them for client work rather than data hygiene.
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.”
“
Share
Planhat put all client data in one place and automated the routine work. The team felt the drop in admin load immediately, freeing them for client work rather than data hygiene.
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.”
“
Planhat put all client data in one place and automated the routine work. The team felt the drop in admin load immediately, freeing them for client work rather than data hygiene.
“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.”
Share
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
Outcomes
Outcomes
Leaving Airtable and Excel behind changed how Belkins ran projects, brought customers on, and read churn risk.
Share
Leaving Airtable and Excel behind changed how Belkins ran projects, brought customers on, and read churn risk.
Leaving Airtable and Excel behind changed how Belkins ran projects, brought customers on, and read churn risk.
Project lifecycle visibility is the clearest gain. The agency can see where every client engagement stands, and the team runs leaner for it.
Project lifecycle visibility is better than it has ever been, and our team is operating more efficiently than ever.”
“
Project lifecycle visibility is the clearest gain. The agency can see where every client engagement stands, and the team runs leaner for it.
Project lifecycle visibility is better than it has ever been, and our team is operating more efficiently than ever.”
“
Project lifecycle visibility is the clearest gain. The agency can see where every client engagement stands, and the team runs leaner for it.
Project lifecycle visibility is better than it has ever been, and our team is operating more efficiently than ever.”
“
A refined onboarding process took two days off the clock, from nine to seven.
A refined onboarding process took two days off the clock, from nine to seven.
A refined onboarding process took two days off the clock, from nine to seven.
Custom analytics let Belkins measure almost anything about its customers and predict churn earlier, which showed up as a ten percent drop on average.
Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better.”
“
Custom analytics let Belkins measure almost anything about its customers and predict churn earlier, which showed up as a ten percent drop on average.
Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better.”
“
Custom analytics let Belkins measure almost anything about its customers and predict churn earlier, which showed up as a ten percent drop on average.
Planhat's extremely custom analytics have allowed us to measure almost anything about our customers and workflows and predict churn better.”
“
Belkins was managing client work through Airtable and Excel, with even basic numbers like LTV and churn taking hours to calculate. Planhat became the place for client data, project visibility and analytics, helping the team cut onboarding from 9 to 7 business days and reduce churn by 10%.
Share
Belkins was managing client work through Airtable and Excel, with even basic numbers like LTV and churn taking hours to calculate. Planhat became the place for client data, project visibility and analytics, helping the team cut onboarding from 9 to 7 business days and reduce churn by 10%.
Share
Belkins was managing client work through Airtable and Excel, with even basic numbers like LTV and churn taking hours to calculate. Planhat became the place for client data, project visibility and analytics, helping the team cut onboarding from 9 to 7 business days and reduce churn by 10%.
Share
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.
request a demo
Meet your new system of action
Book a 30-minute call to discover why Planhat is the #1 platform for capturing demand, converting revenue and compounding customer value — from pipeline to lifetime.