Innovation Labs for Customer Success

Join us for this three-part series where we’ll be exploring out of the box strategies and tools to elevate your customer success initiatives.

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About this course

Join us for the Innovation Labs for Customer Success, where we’ll be exploring out of the box strategies and tools to elevate your customer success initiatives.

This is a three-part series covering:

  1. Automated account reports and highlights: discover the power of automation in delivering comprehensive account reports. Learn how to create dynamic reports that highlight key accounts and metrics. 
  2. Building a health score: Uncover the methodologies behind designing and implementing a robust automated health scoring system.
  3. Automated quarterly business reviews: Transform your QBR process through automation & add an AI powered informational layer to your data insights. 

    *Please note that we will be leveraging Pendo API keys as well as G-Suite for this course. It is worth ensuring that your organization has access to these tools.*

We recommend this course for any Customer Success & Operations teams looking for innovative solutions.

We’ve adapted the materials to be accessible to non-technical roles; however, a basic understanding of analytical tools will be required.

Here’s what to expect:

  • Step-by-step guidance on implementing innovative customer success solutions.
  • Key materials in hand to replicate complex flows in your system.
  • Ample opportunities for engagement and Q&A with the Pendo team.

We can’t wait to have you onboard!

 

Curriculum

  • Innovation Labs Part 1: Automated Account Reports and Highlights
  • Innovation Labs Part 2: Building a Health Score
  • Innovation Labs Part 3: Automated Quarterly Business Reviews

About this course

Join us for the Innovation Labs for Customer Success, where we’ll be exploring out of the box strategies and tools to elevate your customer success initiatives.

This is a three-part series covering:

  1. Automated account reports and highlights: discover the power of automation in delivering comprehensive account reports. Learn how to create dynamic reports that highlight key accounts and metrics. 
  2. Building a health score: Uncover the methodologies behind designing and implementing a robust automated health scoring system.
  3. Automated quarterly business reviews: Transform your QBR process through automation & add an AI powered informational layer to your data insights. 

    *Please note that we will be leveraging Pendo API keys as well as G-Suite for this course. It is worth ensuring that your organization has access to these tools.*

We recommend this course for any Customer Success & Operations teams looking for innovative solutions.

We’ve adapted the materials to be accessible to non-technical roles; however, a basic understanding of analytical tools will be required.

Here’s what to expect:

  • Step-by-step guidance on implementing innovative customer success solutions.
  • Key materials in hand to replicate complex flows in your system.
  • Ample opportunities for engagement and Q&A with the Pendo team.

We can’t wait to have you onboard!

 

Curriculum

  • Innovation Labs Part 1: Automated Account Reports and Highlights
  • Innovation Labs Part 2: Building a Health Score
  • Innovation Labs Part 3: Automated Quarterly Business Reviews