Healthera
The Challenge
Healthera needed to scale its customer success function to manage growing customer volumes and drive upsell.
Stretched by operational demands and lacking the strategic experience to implement scalable solutions quickly, they sought external expertise to uncover clearer processes and implement better tools.
The Solution
Workshops - Mapping the customer journey revealed critical moments that drive impact and enhance scalability. Clearly articulating the value proposition aided upsell conversations.
Automation - We identified areas to optimise workflows and introduce automated sequences to improve the effectiveness of customer outreach.
Leadership - guidance to CEO and Chief of Staff on the future CS team structure, defining roles, and identifying future talent to support growth.
Customer Journey Mapping
Automated Workflows
Enhance the experience,
see the growth
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