Perkbox
The Challenge
Perkbox faced challenges in maintaining consistent and predictable renewal outcomes. With revenue responsibilities fragmented across customer success support, sales, and product teams, they recognised the need for a unified strategy to streamline a cohesive customer retention approach.
To address this, Perkbox sought an external partner with expertise in navigating complex customer landscapes and commercial strategy, bringing a fresh, objective perspective to their customer segmentation and renewal approach. With a gap in Strategic Account leadership, they also required support in coaching and overseeing their strategic account team to drive stronger results.
The Solution
Customer Segmentation - Comprehensive review of audience segments & touchpoints to inform redefined segments and service design.
Team coaching & facilitation - new playbooks and embedded commercial skills .
Improved performance - reimagined to introduce key touchpoints that empower the team to demonstrate value, address objections, and foster lasting, connected relationships.
Improved Net Revenue Performance
Renewed Customer Segments


Enhance the experience,
see the growth
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