Client Lifecycle Space

Manage client relationships all in one spot - really.
No credit card needed
Unlimited time on Free plan

Who is this space for?

This space is for:

  • Customer Success professionals.
  • Finance team (you deserve some shine).
  • Executives that long for a simple dashboard to pull KPIs.
  • Your clients.
  • Dreamers.
  • Doers.

What problem does it solve?

Onboarding is easy in a vacuum, and tough in practice. Juggling a high volume of implementations can lead to headaches for everyone - your team and your client's. I always thought this concept of a client lifecycle requires a single source of truth. So I set out to build it for my clients, and I hope you benefit from it too!

This provides:

  • Standardization of projects.
  • Automating the creation of project plans via templates.
  • Clear understanding of the complete client lifecycle - from onboarding, to account management, and accounting.
  • Automations to drive dependencies, gantts, and movement across the client lifecycle. Pushing tasks from onboarding > account management > accounting creates visibility in a way that feels more natural for teams.
  • Clean, rich dashboards with easy filtering to get deep-dive analysis on certain functions of the client lifecycle.

What are the benefits of your space?

Since this workflow was designed by me, for my clients, I can only provide the numbers. I've worked with over 25 clients on this workflow - ranging from lean startups to established companies. The benefits I've heard the most:

  • Refining processes to more accurately capture the required time to complete onboarding.
  • Team, Department, and Executive-level dashboards with automatic recurring PDF roll-ups to keep all players involved.
  • Automated issuance and tracking of invoices to ensure prompt payment and less client hiccups.
  • Scalability - this is a plug-and-play workflow. Teams using this workflow have also bolted on Jira integrations, Adobe Creative Cloud, i-frames in Microsoft Teams to work where their colleagues are most comfortable. It goes on and on.
Created by
SM
Client Lifecycle Space
Seth Melchor
Best for
Customer Success
Leadership
Integrates with
Apps recommended
No items found.
No items found.
Newly added
Text Link

CRM - Getting Started Resources

a board w/ the most frequently used articles and videos
This is some text inside of a div block.
CRM - Getting Started Resources
PL
Pierce Lamberton
👍
🙌
🥰
CRM - Getting Started Resources
PL
Pierce Lamberton
👍
🙌
🥰
Text Link

WM - Popular Resources to get started

a board w/ the most frequently used articles and videos
This is some text inside of a div block.
WM - Popular Resources to get started
PL
Pierce Lamberton
👍
🙌
🥰
WM - Popular Resources to get started
PL
Pierce Lamberton
👍
🙌
🥰
Text Link

Project & Task Prioritization - Eisenhower Matrix

A space for teams to prioritize projects & tasks efficiently
This is some text inside of a div block.
Project & Task Prioritization - Eisenhower Matrix
JE
Jesuena Estoque Reimer
👍
🙌
🥰
Project & Task Prioritization - Eisenhower Matrix
JE
Jesuena Estoque Reimer
👍
🙌
🥰
0
http://res.cloudinary.com/dapulse/image/upload/v1/monday-spaces/production/14b5f99f-818b-4867-a1f9-6e2e01e501e6/images/osoropciuy1d4fioz8tf.png
1
http://res.cloudinary.com/dapulse/image/upload/v1/monday-spaces/production/14b5f99f-818b-4867-a1f9-6e2e01e501e6/images/l7dpp8bwphog09waw8cu.png
2
http://res.cloudinary.com/dapulse/image/upload/v1/monday-spaces/production/14b5f99f-818b-4867-a1f9-6e2e01e501e6/images/ll6ugrfovy52t6nlnmfb.png