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Solution Playbooks

Manage your Customer’s Journey and Discovery with Online Assessments.

Today’s product led growth strategy requires deep understanding of your customer’s needs and goals. We help clients build online assessments that connect your customer’s pains and strategy with your value proposition through the entire customer lifecycle. Demonstrate your organization’s thought leadership with online assessments while creating structure and predictability for your customer discovery and needs analysis.

Schedule a call and let us show you how an investment in online assessments can help you scale your product led growth strategy.

Demonstrate your Thought Leadership into your Online Assessment with our Playbook

Collaborate

Our team will guide you through the content origination and mapping process using our proprietary tools.

Deploy

Turnkey solutions avaialble for true plug and play solution or fully hosted solutions.

Analytics

Access your assessment data and build benchmarks to drive higher value and market leadership.

Playbook App

Capture your customer ratings and notes in self-service micro site or sales led workshop playbooks

Integrate

Integration with your CRM and Marketing Automation solution like Salesforce.com or Hubspot.

Assessment

Single click delivery of branded, personalized solution recommendations as reports, interactive dashboards, or PPT slide decks.

Our Previous Strategy Assessment Clients

We are Experts in Self-Guided Online Assessments

We have spent 10 years building online assessments for sales, center of excellence, product, and marketing teams of all sizes!

Self Assessment Advisory Services

With over 15 years of building assessment apps and a deep Data / Analytics Strategy Background we can help you design an enterprise onboarding or strategy assessment app that will connect your PLG and CLG initiatives with the required feedback loop from customer, sales, and product.

INCLUDES

  • Strategy assessment blueprint
  • Requirement gathering / storyboarding sessions (remote or live)
  • Complete product requriement / user story definition.
  • Proof of Value Design

BENEFITS

  • Faster time to market
  • Eliminate common risks that would result in a failed solution.
  • Leverage your own team and subject matter expertise and reduce your overall implementation costs.
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Assessment Microsite As a Service

A complete Assessment micro-site is a complete turnkey solution that can be deployed in less than two months. You supply the domain expertise to quickly organize, upload, and manage your assessment content. Our delivery team will match your corporate branding, co-design your survey, and build output recommendations in the form of dashboards or reports.

INCLUDES

  • Cloud Hosted CMS for organizing business challenges and solutions
  • Simple plug and play data services (REST APIs).
  • Setup and configuration
  • Secured, dedicated cloud resources
  • Creation of survey and output recommendations report
  • Self service, point and click content and data management
  • Analytics/  Reports for managing customer progress and adoption
  • User management / sign up forms

BENEFITS

  • Turnkey, managed solution
  • Designed to match your corporate branding
  • Flexibility to use as managed cloud or self hosted solution
  • Free training for ongoing management and maintenance

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Custom Integrated Assessment App

Do you have requirements for a specific technology platform or integration? No problem! We have expeirence integrating assessments in multiple web platforms and technology stacks including Adobe AEM, WordPress (PHP), Laravel and others.

  • Custom embedded microsite solution
  • Full control to customize content and workflow
  • Security and single sign on integration