Chris Regester

But you still want to give them a really nice experience. So what you can do in Planhat is you could auto-generate dashboards showing their usage or auto-generate presentations around their usage and their objectives because you've got all of that data in Planhat. and automatically share it in this portal.

But you still want to give them a really nice experience. So what you can do in Planhat is you could auto-generate dashboards showing their usage or auto-generate presentations around their usage and their objectives because you've got all of that data in Planhat. and automatically share it in this portal.

So then they have this destination they can go to and they're seeing over time how their usage is improving and they're seeing the ROI. So even though you as a team aren't spending all the time doing it, the customer's still seeing the transparency and the ROI and that it's aligned with their objectives. So we use them really heavily and so on.

So then they have this destination they can go to and they're seeing over time how their usage is improving and they're seeing the ROI. So even though you as a team aren't spending all the time doing it, the customer's still seeing the transparency and the ROI and that it's aligned with their objectives. So we use them really heavily and so on.

And then there's one thing that we're doing now, which I think is actually a really interesting concept where in these portals, a customer can go in and update information there. And that information, if they update it, that can update back into Planhead.

And then there's one thing that we're doing now, which I think is actually a really interesting concept where in these portals, a customer can go in and update information there. And that information, if they update it, that can update back into Planhead.

So if you imagine, generally in post-sale, the way people have thought is like, we as a company, as a vendor, we need to choose the kind of content we're going to send to our customers because we are smart. We know what they want. We know that a user with low adoption, they need this content, they need that content and so on. But now the customers can go into a portal, they can select it.

So if you imagine, generally in post-sale, the way people have thought is like, we as a company, as a vendor, we need to choose the kind of content we're going to send to our customers because we are smart. We know what they want. We know that a user with low adoption, they need this content, they need that content and so on. But now the customers can go into a portal, they can select it.

So it's like when you're a kid and you have those, you know, choose your own adventure novels and, you know, you roll the dice and then it's like in the corner, there's a treasure chest. In the other corner, there's an old lady and you're like, you know, you go to the old lady and she turns into a gremlin or whatever happens. Like those kind of fun books. But it's kind of like that now.

So it's like when you're a kid and you have those, you know, choose your own adventure novels and, you know, you roll the dice and then it's like in the corner, there's a treasure chest. In the other corner, there's an old lady and you're like, you know, you go to the old lady and she turns into a gremlin or whatever happens. Like those kind of fun books. But it's kind of like that now.

Because in the portal, the customer could be like, you know, you could ask in a portal, what are your objectives? The customer selects two. And that automatically drops them into sequences that start to educate them around how to use your technology to achieve those objectives.

Because in the portal, the customer could be like, you know, you could ask in a portal, what are your objectives? The customer selects two. And that automatically drops them into sequences that start to educate them around how to use your technology to achieve those objectives.

So it's like a choose your own adventure, but sort of reversed customer management, which I think is a very interesting thing. It comes back to what we said a moment ago about productizing customer management.

So it's like a choose your own adventure, but sort of reversed customer management, which I think is a very interesting thing. It comes back to what we said a moment ago about productizing customer management.