Processes
Customer Success
Why it matters
Challenges
Information gets lost across emails and tools, updates are missed, and customers lack visibility into progress or ownership.
How Planhat helps
Use Portals to share mutual plans, docs, and dashboards in one branded space where both teams can track progress in real time.
Centralize customer conversations, notes, and updates so context is never lost and every stakeholder stays aligned.
OnSiteIQ
Tess Okonek
Planhat
Daniel Sternegard
Real-time multimodal collaboration
Live Collaboration
Real-time alerts on what matters to you
Notifications
Conversations, captured and initiated
Email and Call Intelligence
Plan, execute, and track projects with ease
Project & Task Management
A curated space for customer collaboration
Portals
Adaptive to your workflows
Personalised Workspace
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Surface adoption signals to drive timely action
Product Adoption
Serve the long tail of customers without eroding margins
Scaled CS
Grow NRR through targeted upsell & cross-sell
Expansion
Accelerate time-to-live with predictable outcomes
Onboarding
Ensure smooth transitions between teams without losing context or momentum
Customer Handovers
Proactively and rapidly address both opportunities and risks
Health Management
Improve forecast reliability and increase renewal rates
Renewal Management
Sustainably boost references, reviews, and referrals
Advocacy & Referrals
Boost engagement with events, launches, and updates
Customer & Product Marketing
Turn feedback into roadmap and retention actions
Capture & Analyze Feedback
Keep customer objectives visible, measurable, and on track
Track & Achieve Customer Objectives
Surface warning signals and act on churn risk early
Risk & Churn Mitigation
Map, engage, and activate key stakeholders across accounts
Stakeholder Management
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