Your customer success team can’t reach every account. We help customers discover the capabilities they’re missing, then help them put those capabilities to work.
Start with customers facing a renewal, stalled adoption, or capabilities they haven’t put to work. You make the introduction. We handle the assessment and help them decide what comes next.
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Choose your accounts
Select the customers who would benefit most from stronger adoption and more value from your platform.
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Make the introduction
You introduce us. Customers complete a six-minute form, with no installation or system access required.
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Customers receive their report
Their free report arrives seconds later, highlighting unused capabilities, overlaps, and practical next steps.
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Help them follow through
Customers can choose a paid Activation Roadmap and hands-on support, delivered by our team or yours.
What your customers receive
Free Platform Value Report
A clear view of unused capabilities and opportunities to get more from their platform.
View sample report
Optional Platform Activation Roadmap
A practical, customized plan for turning opportunities into everyday use.
View sample roadmap
For your customers
A free report tailored to their platform and usage
An optional, prioritized Activation Roadmap
Optional training, implementation, and adoption support
No installation or system access required
For your team
Customers who understand more of your platform’s value
More accounts reached without stretching your team
Better-informed renewal and expansion conversations
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