IDENTIFY HANDOFF HICCUPS
UNCOVER BLINDSPOTS & RISKS
EBR / QBR
TRACKING & RPORTING
To scale up & out the business, we must transition from thinking of two journeys into one:
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.