Customer
Playbooks

Repeatable processes through the customer lifecycle

Create clear, repeatable processes to move your customers efficiently through the customer lifecycle. Prevent new team members from reinventing the wheel and have Planhat automatically manage what needs to happen, who needs to do it, and when it needs to be done.

Image
Image

Actions for customer success managers

Make sure the right action is delivered to your customer success manager, at the right time. The customer success manager gets context, understands the challenges and can take the right action.

Image

Insights on actions that deliver value

Get the insights you need. See the actions and initiatives of your team, and get insights on what delivers value, and what slips. Build customized dashboards and widgets, or use the pre-built outcome and trend widgets that come out-of-the-box.

Image Image

Learn more about
Playbooks with Planhat!

We use cookies to ensure you get the best experience on our site. Learn more

Get a Demo

We look forward to showing you Planhat.
Tell us a bit about yourself.

Thank you! 🙌

Thank you for your interest in Planhat.
You will hear from us soon!

Thank you! 🙌

Thank you for your interest in Planhat.

Error!

Sorry, an unexpected error occurred. Try again later!