Processes
Customer Success
Why it matters
Challenges
During onboarding and adoption, renewals are often overlooked. When the time comes, renewals usually involve late starts, messy data on term, value, and status—and unexpected warning signs.
How Planhat helps
Planhat's renewal workflows initiate the renewal process on a standardized cadence, looping in clear owners and assigning task loads.
AI-driven renewal forecasting and purpose-built renewal flows supporting a range of pricing models and scenarios ensure that renewal conversations are initiated in the right way, at the right time.
Doubling ACV
Jolt
Adam Cooney
Driving Renewals Programmatically
Becoming Data-Driven
Wachter, Inc.
Mike Hurd
The beating heart of Customer Success
Health Lab
Retain and grow revenue in one place
Revenue
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
Embedded AI for a first-mover advantage
AI Workflows
“Planhat is the utility knife by which we're able to interact with every single customer and provide them with a deep sense of value from the platform.”
Brandon Ramsey
Vice President of Customer Success
OnsiteIQ
70
%
At-Risk SME Customers Saved
50
Increase in project lifecycle insight
24
More YoY license upsells
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Serve the long tail of customers without eroding margins
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Grow NRR through targeted upsell & cross-sell
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Accelerate time-to-live with predictable outcomes
Onboarding
Ensure smooth transitions between teams without losing context or momentum
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Proactively and rapidly address both opportunities and risks
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Sustainably boost references, reviews, and referrals
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Turn feedback into roadmap and retention actions
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Keep customer objectives visible, measurable, and on track
Track & Achieve Customer Objectives
Surface warning signals and act on churn risk early
Risk & Churn Mitigation
Create shared spaces for customer collaboration and communication
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Map, engage, and activate key stakeholders across accounts
Stakeholder Management
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