Planhat Experts

Stop Losing Customers. Start Growing Revenue.

Planhat‑certified CS experts dedicated to reducing churn and growing net revenue retention.

Our team spans the entire go‑to‑market stack and chooses Planhat because it treats every user action and custom KPI as time‑series data. With Planhat’s real‑time engine we transform static data into dynamic insights, triggering automations the moment something changes to keep customers engaged and revenue growing.

Whether you’ve already chosen Planhat or are just exploring it, give yourself the best chance of success. Our job is to make sure your investment delivers its full potential.

Your Customer Success Platform Isn’t Working

Most companies struggle with scattered data, manual processes, and poor visibility into customer health.

Scattered customer data across multiple tools
Inability to predict churn before it happens
Manual processes eating up CS team time
Poor visibility into expansion opportunities
Forecasting that’s more guesswork than science
No clear path to improving NRR
Lack of automated workflows to engage at the right moments
Siloed teams hindering cross‑functional collaboration

Unlock Real‑Time Customer Intelligence with Planhat

Unify your customer data, predict churn, and drive expansion with the most customisable CS platform. Unlike other tools, Planhat natively stores every data point — from user activities to your own KPIs — as time‑series events. Whether you need month‑over‑month usage, week‑over‑week adoption or quarter‑over‑quarter revenue trends, Planhat makes it easy to interpret and act on the evolution of your metrics. That means you can trigger workflows on any change, across any signal, instantly and in real‑time.

  • Unified customer data in one platform
  • Predictive churn analytics
  • Automated workflows and playbooks
  • Real-time health scoring
  • Advanced forecasting capabilities

How We Transform Your Customer Success Operations

Project‑based solutions that deliver measurable results

Revenue Cleanup & Forecasting

  • Audit current forecast structure
  • Implement multi‑year deal tracking
  • Create CSM renewal dashboards
  • Build quarterly forecast snapshots
  • Scope analysis & planning
  • Implementation, testing & documentation
Tailored engagement

Portfolio Health & Usage

  • Audit and optimise usage metrics
  • Month‑over‑month usage tracking
  • Customer health scoring
  • Usage‑based engagement campaigns
  • Scope analysis & planning
  • Implementation, testing & documentation
Tailored engagement

Full Planhat Implementation

  • Data migration and integration
  • Custom object configuration
  • Workflow automation setup
  • Team training and onboarding
  • Scope analysis & planning
  • Implementation, testing & documentation
Custom Quote

Managed Success & Optimisation

  • Quarterly business reviews & reporting
  • Health score tuning and QBR support
  • RevOps & tech stack alignment
  • Executive dashboards & insights
  • Scope analysis & planning
  • Implementation, testing & documentation
Subscription packages

Real Results from Real Clients

Our implementations deliver measurable business impact

30%

Reduction in churn rate within six months (SaaS – FinTech)

25%

Increase in NRR quarter‑over‑quarter (SaaS – HR Tech)

100+

Hours saved per month (SaaS – HR Tech)

Upsell engagement post optimisation (SaaS – FinTech)

Client Success Stories

Here are examples of our impact across various industries:

Case Study 1: FinTech SaaS (Churn Reduction)

Portfolio Health & Churn Prediction

A high‑growth FinTech company was haemorrhaging customers. Data lived in half a dozen tools and churn detection was always reactive. Without a unified view, Customer Success and RevOps leaders were making decisions based on stale spreadsheets and gut feelings.

Our team rebuilt their CS operating system on Planhat. By ingesting behavioural and financial signals into Planhat’s native time‑series engine, we created a unified portfolio health model and churn prediction triggers. Automated playbooks alerted CSMs when usage dropped or key KPIs shifted, while leadership dashboards revealed expansion opportunities.

The results spoke for themselves: churn declined by 30% within six months and upsell engagement increased by double‑digits. With a living system built on real‑time data, the CS team finally had the confidence to act before customers churned.

Case Study 2: HR Tech SaaS (NRR Growth)

Usage Expansion & NRR Growth

An HR technology provider was stuck in manual mode: CSMs were juggling spreadsheets, usage reports and CRM notes while trying to grow accounts. Opportunities to expand were slipping through the cracks because the team lacked automated workflows and could not see when engagement was spiking.

We implemented a full Planhat rollout, modelling their custom KPIs as time‑series data and wiring workflows to fire on important changes. Automated playbooks drove timely product adoption campaigns, while managers gained visibility into month‑over‑month usage, cohort health and expansion forecasts. The team also saved hours thanks to Planhat’s native integrations.

Within a quarter, net revenue retention climbed by 25% and CSMs reclaimed 100+ hours per month previously lost to manual reporting. With clear, real‑time insights and automated nudges, the company turned customer success into a growth engine.

Our Expertise

Our Experts Who Take Companies from 0 to 1

Our team includes former Planhat employees and certified Planhat power users who built the platform you'll be using.

  • Insider Knowledge Former Planhat, Intercom and Salesforce builders & certified Planhat power users with deep, insider expertise
  • Proven 0‑to‑1 Experience We’ve taken many companies from initial setup to full optimisation
  • Customer Success Operations Background Decades of hands‑on CS and RevOps leadership across industries
  • Ongoing Partnership Continuous support and optimisation long after go‑live

Ready to Transform Your Customer Success?

Get a free consultation and see how we can help reduce your churn and boost NRR