I craft success plans, identify risks and opportunities, drive personalized engagement, and ensure value realization while keeping your team informed with clear, actionable reports.
Success Planning
Tara creates data-driven success plans that deliver on each customer’s unique needs, delivering consistent value at scale. Plans include:
Personalized Onboarding – that aligns with customer goals to accelerate time-to-value
Adoption Plan – that drives product usage and measurable value across the user base
Account Plan – with consolidated goals, metrics, and insights to support expansion
Predictive Insights
Tara transforms CS from reactive to proactive by predicting customer needs, risks, and opportunities from day one. Insights include:
Health Scores – Automatically generated, dynamic health scores highlight where to focus for maximum impact.
Risks & Opportunities – User and account level predictions identify customers at risk or ready for expansion, with clear explanations for data-backed decisions.
Forecasting – Accurate revenue and renewal forecasts provide clarity for strategic account planning and resource allocation.
Customer Engagement
Tara ensures personalized engagement across multiple touchpoints, keeping customers informed and valued. Capabilities include:
Value Metric Updates – Automated updates on usage, peer comparisons, and the value your product delivers.
Quarterly Business Reviews – Data-rich presentations showcasing progress, key metrics, and growth opportunities.
Suggested Actions – Targeted next best action recommendations
Omnichannel Support – Seamless communication via email, text, in-app messaging, or Slack.
Impactful Reporting
Tara provides actionable reports that showcase the value of CS and inform strategic decisions. Key reports include:
CS Impact Report – A summary of outcomes from CS activities, helping leaders prove value, secure resources, and demonstrate their impact on business growth.
Executive Account Reviews – Key metrics, customer health, and growth potential at both account and cohort levels to enable strategic planning.
Product Feedback – Key metrics, customer health, and growth potential at both account and cohort levels to enable strategic planning.