IDENTIFY HANDOFF HICCUPS

UNCOVER BLINDSPOTS & RISKS

EBR / QBR

TRACKING & RPORTING

ACCOUNT HEALTH

(PULSE)

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To scale up & out the business, we must transition from thinking of two journeys into one:

 

LEAD-TO-CASH-TO-RENEWAL

To establish that, transparency and collaboration between Sales, BDRs and customer success is mission-critical. 

 

Not having transparency or collaboration creates confusion and long customer onboarding time which later converts into churned customers. 

 

Project Moneyball defines a system that allows checking the ACCOUNT PULSE before proposing to expand it, and during expansion.