10 posts tagged
The gap between knowing who should attend implementation meetings and getting them there. A lifecycle framework from handoff to kickoff to ongoing check-ins.
Three paths to automate implementation meeting scheduling after a deal closes — email, Zapier, and API — so your CSM stops chasing calendars and starts running kickoffs.
Executive sponsors disengage after the sale, leaving CS teams without decision authority. A 7-signal checklist and re-engagement framework.
Implementation kickoffs stall when key stakeholders are missing. Use this 6-role diagnostic table to find the gaps before week three finds them for you.
A customer onboarding stakeholder mapping template with 8 roles across 5 implementation milestones. Know who attends each meeting before you schedule it.
Your implementation depends on one contact. A CS multi-threading playbook to build relationship redundancy at every milestone before that thread breaks.
SaaS implementation stakeholder alignment starts with closing the gap between knowing who should attend and getting them there. A lifecycle framework from handoff through kickoff.
Your handoff doc transfers information. This checklist gets the right people scheduled. A meeting-coordination checklist for the sales-to-CS handoff.
Every delayed implementation meeting adds days to your time to value. Learn how the calendar tax compounds across milestones and what reduces it.
Trigger implementation kickoff meetings programmatically with the SkipUp REST API. Multi-participant scheduling, idempotency, webhooks, and working code in Python and Node.js.