Client stories

What clients say

• The adoption brief named a filter our sales deck still celebrates—yet almost no paying seats used it twice. We retired the slide before the next quarter plan.

  The first week felt slow while we gathered exports, but the written brief repaid that wait.

• Monthly feature usage reports gave our Seoul success team a shared script for customer calls. We stopped arguing about “engagement” and started asking about repeated exports.

• The half-day workshop forced support and product into the same definitions. Sticky notes left the room; owners and dates stayed in the summary.

• Our event catalog had grown for five years without a pass. The annotated list was blunt in places, which is exactly what engineering needed to prioritize renames.

Extended engagements

Quiet seats in a mature invoicing product

Product Adoption Assessment — A Korea-based invoicing team asked why expansion stalled despite steady logins. The assessment separated billing-only visits from teams that completed multi-step invoice flows.

Over four weeks we reviewed exports, sat with success, and mapped the activation door the team thought they had. The brief showed that a celebrated “smart reminder” feature reached fewer than expected accounts, while a plain CSV export path carried most repeated work. The roadmap shifted toward strengthening that export path and clarifying onboarding copy around it.

Quarterly reporting for a release-heavy SaaS

Feature Usage Reporting Cycle — A product group shipping every two weeks needed an outside read that survived their release noise.

We locked a feature set each quarter, compiled reach and repeat-use notes, and held one review call with product and success. Contested spikes were traced to temporary prompts, not lasting habit. Planning meetings now open with the cycle report instead of anecdotal screenshots.

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