Technical teams

Customer deployment, work you own together.

Coordinate your part of the deployment with the customer and Customer Success. Each step has its place, its owners and the documents needed to move forward.

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Open to a small number of companies.

ExampleTeamCustomerJourney

Make responsibilities visible on both sides.

Assign steps to team members and customer contacts. A task, file request or decision makes clear what is expected, who acts and who is waiting for the next step.

ExampleStep

Keep milestones within the shared journey.

Playbooks structure the work in the journey. Steps have deadlines and can serve as Playbook milestones. Your team and CS follow pending work in the context of the deployment.

ExamplePlaybookMilestone

Documents and conversations, alongside the step.

Each step has its thread and Drive. Keep technical notes internal and share customer-facing documents through the portal. Access rights define what each person can view.

ExampleDocumentThread

Working with Sekential

Development tools
The team keeps its development tools. Sekential holds the work shared with the customer, its steps, conversations and documents.
Playbook milestones
A step can be a Playbook milestone. It provides a marker in the journey’s work.
Internal technical notes
Internal threads and the internal Drive are reserved for the team. Customer-facing content uses shared spaces and permissions.

Give customer deployment a shared plan of work.

Join for free

Open to a small number of companies.