Maximize Adoption, Retention, and Product-Market Fit
WalkingTree drives platform growth with personalized onboarding, proactive support, and continuous value delivery. As a strategic partner, we offer Customer Success Management alongside Product Engineering Services.
Customer Success Management Process
WalkingTree’s Enablement (Getting Started)
Before managing Customer Success, we build deep product expertise through:
Understanding AI models, algorithms, integrations, and platform capabilities.
Gaining in-depth knowledge of system architecture, data flow, and foundational models.
Creating a dedicated test environment where our CSM team can experiment and build confidence.
Participation in developer forums, product roadmaps, and real-time product discussions.
Pre-Implementation Preparation
Effective implementation starts with a strong foundation. Our Pre-Implementation Preparation phase ensures a seamless onboarding experience by aligning with your business goals, defining success metrics, and creating a structured execution plan.
- Assign a dedicated Customer Success Manager (CSM) for each client.
- Conduct in-depth discovery to understand customer expectations, business goals, and KPIs.
- Define key success metrics to measure adoption and retention.
- For initial customers → WalkingTree collaborates with your team and end-client to define scope, identify gaps, and create a structured rollout plan.
- For later customers → WalkingTree leads the engagement independently, managing the full implementation lifecycle.
- Create a detailed project plan covering tasks, responsibilities, and expected outcomes.
Implementation Phase
Implementation Phase focuses on configuring, testing, and enabling users to ensure a smooth transition and maximize adoption. Our goal is to provide a tailored, high-quality deployment experience that aligns with customer needs.
- Configure AI models and platform settings to meet customer needs.
- Ensure seamless integration with client’s existing systems and minimal friction in adoption.
- Enhance usability by building additional applications or workflow automations as required.
- Conduct rigorous performance and accuracy testing before full-scale deployment.
- Ensure AI models are optimized and produce expected results.
- Conduct structured training sessions to empower customers with hands-on knowledge.
- Provide best practices and real-world use case demonstrations.
Post-Implementation Support
Our Post-Implementation Support ensures long-term success by proactively monitoring performance, providing dedicated support, and continuously optimizing the platform.
- Implement real-time monitoring systems to track model performance and prevent system failures.
- Address issues proactively before they impact business operations.
- Set up dedicated helpdesk, ticketing systems, and escalation protocols to ensure customer queries are resolved quickly.
- Provide multi-channel support (email, chat, video call) for seamless communication.
- Conduct periodic assessments to ensure continued platform performance and value realization.
- Provide actionable insights to improve user experience and engagement.
Continuous Improvement
To ensure sustained success, we focus on continuous improvement by gathering feedback, refining the platform, and sharing industry best practices.
- Gather continuous feedback through surveys, NPS (Net Promoter Score), and user behavior analytics.
- Identify areas of improvement and optimize the customer journey.
- Work with the client’s development team to refine and enhance the platform based on user feedback.
- Ensure new features align with evolving customer needs and industry trends.
- Keep customers informed about latest AI trends, automation strategies, and workflow improvements.
- Conduct webinars, training, and best-practice workshops.
Client Success Management & Growth Expansion
We go beyond implementation by fostering long-term partnerships, driving AI adoption, and enabling global scalability.
- Maintain consistent customer engagement with quarterly business reviews (QBRs) and executive check-ins.
- Build long-term strategic partnerships by aligning with the client's evolving business goals.
- Identify opportunities to introduce new AI-driven workflows, automation, and digital transformation initiatives.
- Provide data-backed recommendations for expanding product usage within the organization.
- WalkingTree helps clients expand into new regions (USA, UK, India, Germany, Middle East, Nordic, Australia, etc.).
- Leverage localized insights and multilingual customer success strategies for global scalability.
Business Development & Revenue Growth
We drive growth by enhancing brand visibility, generating new opportunities, and positioning our clients as industry leaders.
- Host webinars, roundtables, and industry events to position the product for greater visibility.
- Establish WalkingTree and the client as thought leaders in AI-driven solutions.
- Identify new use cases and upsell/cross-sell opportunities within the customer base.
- Actively pursue lead generation and customer referrals to drive business expansion.
Why WalkingTree for Customer Success Management?
Deep Product Engineering Expertise
Our knowledge of AI, cloud platforms, and digital transformation helps us drive product adoption.
Proactive Customer Enablement
We ensure seamless onboarding, training, and ongoing value realization for your customers.
Multi-Geography Expansion
We assist in scaling across USA, India, UK, Germany, Middle East, Nordic Region, and Australia.
Data-Driven Decision-Making
AI-driven monitoring, analytics, and feedback loops ensure continuous product improvement.
Revenue Growth & Business Expansion
We identify opportunities for upselling, cross-selling, and expanding use cases for your product.
Case Studies & Success Stories
Explore real-world case studies showcasing innovation, efficiency, and measurable success.
