Collaboration tools for scaling Customer Success teams
Collaboration tools for scaling Customer Success teams
Collaboration tools for scaling Customer Success teams
Collaboration tools for scaling Customer Success teams
Everboard scales your sales handoffs, customer onboarding, and ongoing success planning inside simple shared workspaces.
Everboard scales your sales handoffs, customer onboarding, and ongoing success planning inside simple shared workspaces.
Everboard scales your sales handoffs, customer onboarding, and ongoing success planning inside simple shared workspaces.
No strings attached. Just a 20-min chat about joining our community of pilot customers.
No strings attached. Just a 20-min chat about joining our community of pilot customers.
No strings attached. Just a 20-min chat about joining our community of pilot customers.
No strings attached. Just a 20-min chat about joining our community of pilot customers.
Prepare
Prepare
Prepare
Prepare
AI-assisted sales handoffs
AI-assisted sales handoffs
AI-assisted sales handoffs
AI-assisted sales handoffs
Get your customer’s who, how, and why now without chasing for that internal kickoff call. Or that warm intro.
Get your customer’s who, how, and why now without chasing for that internal kickoff call. Or that warm intro.
Get your customer’s who, how, and why now without chasing for that internal kickoff call. Or that warm intro.
Get your customer’s who, how, and why now without chasing for that internal kickoff call. Or that warm intro.
Instant customer insights
Instant customer insights
Instant customer insights
Instant customer insights
Turn messy, unstructured data into actionable context.
Turn messy, unstructured data into actionable context.
Turn messy, unstructured data into actionable context.
Customizable handoff templates
Customizable handoff templates
Customizable handoff templates
Customizable handoff templates
Use popular frameworks like MEDDPICC or roll your own.
Use popular frameworks like MEDDPICC or roll your own.
Use popular frameworks like MEDDPICC or roll your own.
Seamless knowledge transfer
Seamless knowledge transfer
Seamless knowledge transfer
Seamless knowledge transfer
Perform handoffs end to end without leaving your CRM.
Perform handoffs end to end without leaving your CRM.
Perform handoffs end to end without leaving your CRM.
Waystar Royco
Company
Deals (2)
Contacts (6)
Goals
Expectations
Internal notes
Handoff score
73
Goals
Challenges
Recent audits at Waystar Royco revealed frequent errors and inconsistencies in manual onboarding documentation and training records leading to compliance issues.
Recent audits at Waystar Royco revealed frequent errors and inconsistencies in manual onboarding documentation and training records leading to compliance issues.
Use cases
Delivering compliance training modules for all new and existing employees
Delivering compliance training modules for all new and existing employees
Tracking the completion of all mandatory compliance training to meet audit requirements
Tracking the completion of all mandatory compliance training to meet audit requirements
Success criteria
Digitized compliance training record system with 100% completion of mandatory training in next quarter
Digitized compliance training record system with 100% completion of mandatory training in next quarter
Compliance-related admin errors reduced by 90%
Compliance-related admin errors reduced by 90%
Compliance audit scores improved by 20%
Compliance audit scores improved by 20%
Warm intro
Waystar Royco
Company
Deals (2)
Contacts (6)
Goals
Expectations
Internal notes
Handoff score
73
Goals
Challenges
Recent audits at Waystar Royco revealed frequent errors and inconsistencies in manual onboarding documentation and training records leading to compliance issues.
Use cases
Delivering compliance training modules for all new and existing employees
Tracking the completion of all mandatory compliance training to meet audit requirements
Success criteria
Digitized compliance training record system with 100% completion of mandatory training in next quarter
Compliance-related admin errors reduced by 90%
Compliance audit scores improved by 20%
Warm intro
Waystar Royco
Company
Deals (2)
Contacts (6)
Goals
Expectations
Internal notes
Handoff score
73
Goals
Challenges
Recent audits at Waystar Royco revealed frequent errors and inconsistencies in manual onboarding documentation and training records leading to compliance issues.
Use cases
Delivering compliance training modules for all new and existing employees
Tracking the completion of all mandatory compliance training to meet audit requirements
Success criteria
Digitized compliance training record system with 100% completion of mandatory training in next quarter
Compliance-related admin errors reduced by 90%
Compliance audit scores improved by 20%
Warm intro
What is the impact of compliance failures? Did the customer mention affected projects and processes?
Align
Align
Align
Align
Customer-facing workspaces
Customer-facing workspaces
Customer-facing workspaces
Customer-facing workspaces
Share resources and stay aligned in a single, branded place. Drive value from kickoff to renewal — and bring the receipts.
Share resources and stay aligned in a single, branded place. Drive value from kickoff to renewal — and bring the receipts.
Share resources and stay aligned in a single, branded place. Drive value from kickoff to renewal — and bring the receipts.
Share resources and stay aligned in a single, branded place. Drive value from kickoff to renewal — and bring the receipts.
Drag-and-drop content
Drag-and-drop content
Drag-and-drop content
Drag-and-drop content
Embed files, goals, tasks, feedback forms, and more.
Embed files, goals, tasks, feedback forms, and more.
Embed files, goals, tasks, feedback forms, and more.
Modular workspace templates
Modular workspace templates
Modular workspace templates
Modular workspace templates
Personalize at scale by account, segment, and persona.
Personalize at scale by account, segment, and persona.
Personalize at scale by account, segment, and persona.
Real-time engagement insights
Real-time engagement insights
Real-time engagement insights
Real-time engagement insights
Find hidden champions and multithreading opportunities.
Find hidden champions and multithreading opportunities.
Find hidden champions and multithreading opportunities.
👋 Hi Waystar Royco team!
👋 Hi Waystar Royco team!
👋 Hi Waystar Royco team!
👋 Hi Waystar Royco team!
Welcome to your shared workspace with Acme. Here you’ll find resources, timelines, and next steps to onboard you smoothly onto the Acme platform.
Welcome to your shared workspace with Acme. Here you’ll find resources, timelines, and next steps to onboard you smoothly onto the Acme platform.
Welcome to your shared workspace with Acme. Here you’ll find resources, timelines, and next steps to onboard you smoothly onto the Acme platform.
Welcome to your shared workspace with Acme. Here you’ll find resources, timelines, and next steps to onboard you smoothly onto the Acme platform.
Chuck Jones
Chuck Jones
Chuck Jones
Head of Customer Success
Head of Customer Success
Head of Customer Success
Book a meeting
Book a meeting
Book a meeting
chuck.jones@acme.com
chuck.jones@acme.com
chuck.jones@acme.com
Success criteria
Success criteria
Success criteria
Success criteria
100% completion on mandatory training
100% completion on mandatory training
100% completion on mandatory training
Q4 2024
Q4 2024
Q4 2024
100% completion on mandatory training
Q4 2024
Reduce administrative errors by 90%
Reduce administrative errors by 90%
Reduce administrative errors by 90%
2
2
2
Q1 2025
Q1 2025
Q1 2025
Reduce administrative errors by 90%
2
Q1 2025
Deliver
Deliver
Deliver
Deliver
Task management for CS
Task management for CS
Task management for CS
Task management for CS
Imagine Google Sheets with automation and analytics. Keep your customers excited, accountable, and on track.
Imagine Google Sheets with automation and analytics. Keep your customers excited, accountable, and on track.
Imagine Google Sheets with automation and analytics. Keep your customers excited, accountable, and on track.
Imagine Google Sheets with automation and analytics. Keep your customers excited, accountable, and on track.
Out-of-the-box workflows
Out-of-the-box workflows
Out-of-the-box workflows
Out-of-the-box workflows
Keep customers moving with nudges and next steps.
Keep customers moving with nudges and next steps.
Keep customers moving with nudges and next steps.
Scalable process templates
Scalable process templates
Scalable process templates
Scalable process templates
Streamline your POCs, onboarding, and implementations.
Streamline your POCs, onboarding, and implementations.
Streamline your POCs, onboarding, and implementations.
Auto-updating plans and tasks
Auto-updating plans and tasks
Auto-updating plans and tasks
Auto-updating plans and tasks
Take the legwork out of project managing customers.
Take the legwork out of project managing customers.
Take the legwork out of project managing customers.
By digitizing our HR records, we can significantly tighten up our compliance training program and cut out costly administrative errors. We’re going to be way out in front of the next audit.
By digitizing our HR records, we can significantly tighten up our compliance training program and cut out costly administrative errors. We’re going to be way out in front of the next audit.
By digitizing our HR records, we can significantly tighten up our compliance training program and cut out costly administrative errors. We’re going to be way out in front of the next audit.
— Hannah Andrews
Director of Talent Management, Parks and Cruises Division
Launch first compliance training program
Launch first compliance training program
Launch first compliance training program
Good
Good
Good
43%
43%
43%
Launch first compliance training program
Good
43%
Project kickoff to review goals and expectations
Project kickoff to review goals and expectations
Project kickoff to review goals and expectations
1
1
1
8 Aug
8 Aug
8 Aug
Project kickoff to review goals and expectations
1
8 Aug
Customize settings to fit Waystar Royco’s requirements
Customize settings to fit Waystar Royco’s requirements
Customize settings to fit Waystar Royco’s requirements
15 Aug
15 Aug
15 Aug
Customize settings to fit Waystar Royco’s requirements
15 Aug
Migrate training records from legacy HR system
Migrate training records from legacy HR system
Migrate training records from legacy HR system
2
2
2
12 Sep
12 Sep
12 Sep
KB
Migrate training records from legacy HR system
2
12 Sep
KB
Launch compliance training in a pilot phase for testers
Launch compliance training in a pilot phase for testers
Launch compliance training in a pilot phase for testers
19 Sep
19 Sep
19 Sep
HA
Launch compliance training in a pilot phase for testers
19 Sep
HA
Collect feedback from pilot users and refine training
Collect feedback from pilot users and refine training
Collect feedback from pilot users and refine training
13 Oct
13 Oct
13 Oct
Collect feedback from pilot users and refine training
13 Oct
Roll out training program across all major departments
Roll out training program across all major departments
Roll out training program across all major departments
22 Nov
22 Nov
22 Nov
HA
Audit committee sign-off
Audit committee sign-off
Audit committee sign-off
1 Dec
1 Dec
1 Dec
“Have you tried being… more strategic?” 🙃
“Have you tried being… more strategic?” 🙃
“Have you tried being… more strategic?” 🙃
“Have you tried being… more strategic?” 🙃
There’s no silver bullet to make Customer Success strategic. But you can make gradual improvements. Take our quiz to see where your org could use a little TLC.
There’s no silver bullet to make Customer Success strategic. But you can make gradual improvements. Take our quiz to see where your org could use a little TLC.
There’s no silver bullet to make Customer Success strategic. But you can make gradual improvements. Take our quiz to see where your org could use a little TLC.
There’s no silver bullet to make Customer Success strategic. But you can make gradual improvements. Take our quiz to see where your org could use a little TLC.
Pssst! We’ll hand out free guides and templates along the way.
Pssst! We’ll hand out free guides and templates along the way.
Pssst! We’ll hand out free guides and templates along the way.
Pssst! We’ll hand out free guides and templates along the way.
We started Everboard because we saw the growing pains of Customer Success teams needing to “do more with less.”
Like co-opting your sales team’s CRM, sifting through old call transcripts, and resending the link to a Google Sheet (again).
We’re making Everboard for teams like you — so you can put your best foot forward, even while you’re still finding your feet.
We started Everboard because we saw the growing pains of Customer Success teams needing to “do more with less.”
Like co-opting your sales team’s CRM, sifting through old call transcripts, and resending the link to a Google Sheet (again).
We’re making Everboard for teams like you — so you can put your best foot forward, even while you’re still finding your feet.
We started Everboard because we saw the growing pains of Customer Success teams needing to “do more with less.”
Like co-opting your sales team’s CRM, sifting through old call transcripts, and resending the link to a Google Sheet (again).
We’re making Everboard for teams like you — so you can put your best foot forward, even while you’re still finding your feet.
We started Everboard because we saw the growing pains of Customer Success teams needing to “do more with less.”
Like co-opting your sales team’s CRM, sifting through old call transcripts, and resending the link to a Google Sheet (again).
We’re making Everboard for teams like you — so you can put your best foot forward, even while you’re still finding your feet.
Yeji & Pat
Yeji & Pat
Yeji & Pat
FAQs
FAQs
FAQs
FAQs
You want answers. Google wants keywords. We want dumplings.
You want answers. Google wants keywords. We want dumplings.
You want answers. Google wants keywords. We want dumplings.
You want answers. Google wants keywords. We want dumplings.
What is Everboard?
What is Everboard?
What is Everboard?
What is Everboard?
How does Everboard help Customer Success teams?
How does Everboard help Customer Success teams?
How does Everboard help Customer Success teams?
How does Everboard help Customer Success teams?
Can I integrate Everboard with my current tools?
Can I integrate Everboard with my current tools?
Can I integrate Everboard with my current tools?
Can I integrate Everboard with my current tools?
What kind of insights does Everboard provide?
What kind of insights does Everboard provide?
What kind of insights does Everboard provide?
What kind of insights does Everboard provide?
Is Everboard secure?
Is Everboard secure?
Is Everboard secure?
Is Everboard secure?
Get early access
Get early access
Get early access
Get early access
We’re building Everboard in partnership with scaling CS teams. Talk to us about joining our community of pilot customers.
We’re building Everboard in partnership with scaling CS teams. Talk to us about joining our community of pilot customers.
We’re building Everboard in partnership with scaling CS teams. Talk to us about joining our community of pilot customers.
We’re building Everboard in partnership with scaling CS teams. Talk to us about joining our community of pilot customers.