Prevent Churn Early.
Avoid Damage Control Later.

Your ability to prevent churn hinges on whether or not your customer realizes value with your product. With Coordinate, you can:

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Align with customers to make sure you understand and deliver what they expect.

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Re-align with customers  as their needs change over time.

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Celebrate together with customers when their goals are achieved.

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Successful Onboarding Creates Customers For Life.

Onboarding often suffers from delays, misalignment, poor communication, or waning customer engagement. With Coordinate, you can:

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Maintain alignment with customers through our collaborative customer portal. Set clear expectations, communicate better, and align on customer commitments.

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Keep track of progress and hold both teams accountable with collaborative workflows, better communication, and onboarding checklists.

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Stay focused on your customers’ goals to ensure that you always hit the mark.

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Seamless Handoffs Prevent Complications Due To Personnel Changes.

When customers are passed from one team to another, it's often jarring and introduces problems. It's even worse when your customer is passing you off. With Coordinate, you can:

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Provide a consistent home base for your customers while transitioning from one team to the next.

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Keep context for your teams so nothing gets lost or stale

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Never let your understanding of the customer’s progress get lost or stale

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Accurate Account Management 
Helps Avoid Unnecessary Churn.

An inaccurate understanding of your customers leads to unexpected churn and missed expansion opportunities. With Coordinate, you can:

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Centralized view across your customers, accurately highlighting where they are in their customer journey

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Have confidence that the information you are reviewing is up-to-date and customer-vetted

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Easily identify customers that are falling behind and those that have derived value from your products

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Your Customers' Priorities Change. Are You Able To Adapt?

Customers’ teams, priorities, and timelines change. It’s important that you're able to adjust and adapt so you don’t miss the mark. With Coordinate, you can:

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Collaborate with your customers
on their goals and timelines

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Get confirmation that your plans are aligned with your customers

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Keep context through personnel changes
and shifting priorities

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You've Made Some Customers Successful, But Can You Scale?

Bespoke customer onboarding and account plans lead to mismanaged customers, missed expansion opportunities, and lower customer satisfaction. With Coordinate, you can:

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Build custom Playbooks to match your customer processes, such as onboarding checklists, renewal workflows, and packaged services projects.

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Mix and match to build the right Success Plan for each customer from standardized building blocks

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Keep customer Success Plans in one place so everyone can keep track

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Your customers decide
if you’ve delivered value,
not you.

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