Post-Sale Playbook
The Post-Sale Playbook, created by customer success and implementation experts, offers detailed, step-by-step guides tailored to five post-sale maturity levels—from Novice to Scaling—providing best practices and specific plays such as onboarding, customer journey mapping, internal handoffs, and program launches to help organizations bridge sales and customer success, align internally, track metrics, and ultimately drive recurring revenue and customer loyalty.
Our customer success, onboarding, and implementation experts have compiled their best, tried-and-true resources in the Post-Sale Playbook. Each play is a step-by-step, in-depth guide to implementing best practices for bridging the gap between sales and customer success.
Post Sale Maturity Levels
Novice
- Unaware of post-sale approaches and processes
- Post-sale experience is not a known concept
- No standard communication approaches
Reactive
- No formal processes in place
- Ad hoc
- Few tools in place
- Always playing catchup
Proactive
- Ready to set goals and track metrics
- Some repeatable processes
- Using established tools
- Considering team goals
Optimizing
- Aligned with customers’ needs and goals
- Internal alignment
- Formal post-sale processes
- Monitoring metrics
- Increasing customer loyalty
Scaling
- Ready to scale your post-sale experience
- Results-oriented
- Total internal alignment
- Recurring revenue generation
Explore Plays
- Scaling: Launch Paid Post-Sale Programs
- Proactive: Map Your New-Customer Journey
- Optimizing: Developing Customer Champions
- Reactive: Create Seamless Alignment with a High-Touch Kickoff
- Novice: Get Started with High-Touch Implementations and Installations
- Reactive: Create a Successful Internal Handoff
- Proactive: Reporting On Post-Sale Metrics
- Scaling: Building Your Post-Sale Pipeline
- Optimizing: Automate Your Internal Handoffs
- Reactive: Design the Perfect Customer Welcome
- Reactive: Execute a Tech-Touch Kickoff That Delights
- Proactive: Understand Your Customers’ Desired Outcomes
- Optimizing: Building Customer Success Plans
- Novice: Get Started with Tech-Touch Onboarding
Get in Touch
Ready to chat? Schedule a call with us to see how TaskRay can help you manage projects better.