Our Success Runbooks

Client success begins before signature, it start during the sales cycle. Effective discovery in pre-sales can yield a deep understanding of your prospect, allowing your CS team to craft personalized value strategies before engaging the client. Even if the discovery is great, a productive transfer of that knowledge between your teams is paramount to guarantee success.

SanSigma's Pre-Sales Runbooks promote consistent data gathering and drive seamless transitions that will improve your client's experience and increase their growth potential.

Discovery

Knowledge

Benchmarking

Expectations

The core mission of our Pre-sales Runbooks is to Improve:

Pre-Sales

First impressions are crucial as they set the tone and expectations for relationship. Tight and tactical control of your onboarding process is the most imperative aspect of the client lifecycle. It allow you to set boundaries and clearly define success metrics.

Our Onboarding Runbooks aim to script and operationalize your client implementations, allowing us to study the process and identify all areas for optimization.

Reusability

The core mission of our Onboarding Runbooks is to increase:

Efficiency

Predictability

Velocity

Onboarding

Boosting product usage is incredibly important, but ensuring that the increase is proportional to the quality of engagement and the maturity of the use case is imperative. A well established framework to drive demand while facilitating adoption is key to ensure both use case maturity and value realization for your clients.

SanSigma's Adoption Runbooks develop a consistent user onboarding experiences while driving product exposure and establishing a clear use case maturity journey.

Enablement

Exposure

Maturity

Usage

The core mission of our Adoption Runbooks is to drive:

Adoption

A strong retention strategy is much more than circulating renewal agreements, it is about consistently sharing measurable value to propel the partnership. The approach must be tactical and deliberate in order to be effective. A tightly engineered Customer Ecosystem gives your team the tools required to convey a captivating story that gives them heightened control over the retention.

Our Retention Runbooks engineer the right value metrics that will help drive compelling stories spanning every stage of the customer lifecycle.

Retention

The core mission of our Retention Runbooks is to enhance:

Value

Advocacy

Analytics

Control

Expansion is not just an action; it is an outcome, representing the convergence of every other client initiative. Growth strategies must be carefully engineered to incorporate data from every aspect of your customer journey. If crafted correctly, these strategies should yield consistent revenue growth across your clients. 

Our Expansion Runbooks are the strategic summation of all your success runbooks and aim to maximize  value for your business.

Relationship

Revenue

Reach

Engagement

The core mission of our Expansion Runbooks is to boost:

Expansion