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Scalable Onboarding Ops: Reducing TTV by 20%
Engineered automated engagement workflows to reduce churn, stabilize retention, and drive measurable ARPPU growth.
Client:
RGD (USA)
Services:
CS Ops & Retention Systems
Duration:
~1 Year (Strategic Cycle)
The Scalability Bottleneck: Manual Ops vs. Growth
RGD faced a critical operational limit. Manual onboarding processes were creating a bottleneck, consuming valuable CSM capacity and delaying Time-to-Value (TTV). This resulted in a high risk of human error and inconsistent customer experiences.

Without a unified system, scaling revenue required linearly scaling headcount—a financially unsustainable model. The challenge was to decouple growth from operational costs and transform the department from reactive support into a proactive revenue engine.
R&D Integration: Data Ingestion

Collaborated with the R&D backend team to deploy a custom Chatbot Discovery App within the web2app funnel. This replaced manual questionnaires with structured data capture, routing client requirements directly into Airtable without human intervention.

CSM Alignment & Omni-Channel

Leveraged insights from the CSM Team to map critical touchpoints and usage patterns. Integrated Bitrix24 Open Lines and WhatsApp, centralizing communication to empower the frontline team with real-time data, significantly increasing operational speed and personalization.

Analytics & Process Optimization

Identified structural bottlenecks and re-engineered the workflow logic in partnership with the CSOM Director. Architected a predictive analytics layer (DataRobot) to continuously monitor health metrics, transitioning the department to a fully data-driven operational model.

Result
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