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Customer Success

At Strategypoint, we believe that strategy can be simple & software setup can be painless.

Service for Your Unique Needs.

Our customers are busy making their companies “happen.” So, let’s cut to the chase and get you started as soon as possible.

We will take what you have and create a mock-up site for you, free of charge.

No current goals or strategy in place? That is ok. We can provide you a starter site based on best practices.

Tell us about your team and we can help create a roll-out milestone schedule.

We offer training for every type of learner.
Self-paced & Hands-on.

Self-paced Training

Enroll in our Learning Management System (LMS) that offers a mix of short videos, white papers, user tips, and downloadable resources to get users up and running in the app.

Custom, Live Training

Schedule a training specific to your organization with one of our SCEs! All customers can request up to 2 hours of complimentary training with their teams under the Performance Plan.

Discovery Calls

Schedule a call with a certified SCE (Strategypoint Customer Enthusiast) to understand your unique business goals and translate into an optimal configuration in the app.

In-App Learning

Learn Strategypoint’s navigation and how to complete tasks using our in-app checklists and next step directions. It’s so nice to have software guide you through first time events!

Setup Support

Strategypoint Enthusiasts (SPEs) are here to serve you, no matter where you are in your strategic journey.
Here is how you can engage with us:

Submit Your Plan for Review

Plans come in all shapes and sizes, typically from a manual source like slides or spreadsheets. Send us your strategy in whatever form, and we will consult you on how to input it into Strategypoint.

Share Your Team Structure

Unsure how to set up your users with the right roles and permissions? Simply provide your org chart or team structure and we will advise you on the positions and roles for each user.

Send Us Your Goals and Objectives

Strategic goals often link across multiple departments and team members. Utilize our strategic experts to set up the optimal metrics and sub-goals, and even understand how to link department goals to one another.

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Learn from real customers how Stratgypoint helped them achieve a digital strategy