User Experience, Data Science & Technical Writing Services

Portfolio

Onboarding Journey

Optimizing Implementation & Customer Success

Key Challenges Identified:

  • Low customer satisfaction (CSAT) scores during onboarding phases for both implementation and customer success CSAT touch points.

  • Customers felt overwhelmed, with limited understanding of platform features post-onboarding.

  • Poor adoption of key tools, leading to churn within the first 60 days.

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Donor Retention

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Team Development