Bringing your innovation to market requires more than a great product. You need a strategic approach that drives qualified leads, delivers impactful demonstrations, and ensures user adoption.
We can guide you through every stage, from efficient lead qualification and cost-effective demos to user training and account management.
​When ready to conquer international markets, we will equip you with the know-how to select and train distributors who unlock your technology's full potential.
Support-Driven Sales Identification
We create processes and training for agents to identify and flag sales opportunities.
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"Opportunity Flag" Workflow: A one-click process within the help desk that agents use to mark a ticket as a qualified lead.
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Support-to-Sales Conversation Scripts: Easy-to-use scripts or talking points that agents can use to acknowledge a trigger, gently qualify the customer's need
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Upsell Trigger & Signal Matrix: A documented matrix defining specific customer behaviors, questions, or statements that signal a sales opportunity.
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"Needs Workaround": Customer asks for a feature not available on their current plan.
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"Asking for Volume": Customer inquires about limits or bulk pricing.
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"Team Growth": Customer mentions a significant team expansion.
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"Unqualified Lead": A new prospect contacts support, bypassing the sales form.​
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Lead Qualification & Product Demonstration
We specialize in strategies to your customer needs and product applications, implementing technology and optimizing processes to increase your sales.
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Technical Lead Qualification
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A structured questionnaire (Statement of Work) to use when engaging with prospects to assesses if the prospect's needs align with the product's capabilities.
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Product demonstration
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A guide that maps common prospect pain points to specific product features.
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Set-ups and technology integration to ensure every demonstration turns into a sale.
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Customer Onboarding & Training
We craft installation plans tailored to your users needs to ensure smooth implementations. We equip your team and users with the knowledge and skills needed to maximize product value.
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Customer Training Map: A roadmap that details specific training content to each stage of the post-purchase journey.
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Content Gap Analysis: An audit of existing educational materials (videos, help articles, webinars) to identify what content is missing to guide a customer to a successful product usage.
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Training Recommendation: A report suggesting the optimal mix of delivery methods based on the product's complexity and customer segment.
Distributors & Partners
We identify the most fitting options and streamline the onboarding process, providing training and support to integrate distributors into your network. We implement performance monitoring and relationship management solutions to ensure success.
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Knowledge and Training Enablement
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Partner-Specific Knowledge Base: Design and structure for a restricted section of the client's knowledge base containing partner-only content.
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"Train-the-Trainer" Curriculum: A training package designed for the partner's internal support leads, enabling them to onboard and train their own agents on the product and support policies.
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Certification and Competency Checklists: A structured assessment that partners must pass to validate their expertise in supporting the product.
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Performance Measurement and Quality Assurance
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Partner Performance Scorecard: A scorecard that measures partner support metrics, such as First Contact Resolution rate, Escalation Rate, and End-Customer CSAT.
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Quarterly Business Review Data Pack: A template for a data report used in meetings with partners to review their support performance, identify areas for improvement, and align on upcoming product changes.
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QA Calibration Process: A protocol for the client and partner to jointly review a sample of end-customer interactions to agree on what constitutes a quality interaction and identifies consistent training gaps.
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