McMillan Client Strategies
Collaborative consulting from a 10+ year CS exec for Planhat optimization, post sale efficiency and department scalability
Need help optimizing Planhat and scaling your Customer Success department? You've come to the right place.
Paying for a Customer Success tool you’re only using a small percentage of?
You're not just missing out on features - you're leaving revenue, retention, and efficiency on the table.
I’m a Planhat expert and former CS leader with over 10 years of experience building and scaling Customer Success departments for B2B SaaS companies. I don’t just optimize your Planhat instance; I ensure it’s configured to execute a winning customer strategy that drives tangible results.
I bridge the gap between strategy and technology. While others might just build dashboards, I build the operational infrastructure you need to scale, based on what actually works.
There are plenty of folks out there who can build what you specifically request - but my experience as a CS leader for startups sets me apart. When my clients don’t know what they need, just that Planhat can do a lot more than they’re using it for, I use my expertise in scaling CS to investigate your instance, talk to you and your team about your needs and challenges, and co-create a plan of action with your approval - then build it all.
I can help you with:
→ Strategic Audits: I'll dive into your instance and tell you exactly what you need to prioritize to see a faster time-to-value.
→ Operationalizing CS: Translating your playbooks (onboarding, adoption, renewal) into automated, scalable workflows in Planhat. If it’s not in a playbook, I’ll work with your CSMs to determine all the steps and then get them into workflows to automate as much as possible.
→ Leadership Visibility: Building the dashboards and reports that prove the ROI of Customer Success to your leadership team.
→ Team Enablement: Training your CSMs to use Planhat effectively, so they spend less time on admin and more time with customers.
My expertise isn't just in the platform—it's in knowing what a high-functioning CS team needs from it. Let's connect and discuss how to turn your Customer Success Platform into your most valuable asset.
Ready to maximize your ROI? Send me a message and we can book a chat.
Contact Us
Let's Chat!
Shoot me an email or DM me on LinkedIn - I'm always happy to hop on a call to learn more about your situation and see if I can help.
McMillan Client Strategies
566 S Van Ness Ave San Francisco CA 94110
Melissa@McMillanClientStrategies.com LinkedIn.con/in/Melissa-McMillanSF
Hours
Open today | 09:00 am – 05:00 pm |
McMillan Client Strategies
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