ValueNova
Innovating ways to pitch, surfacing quick customized data and the value we can bring to a customer's procurement area. Prompt to intake, then straight to a savings pitch deck.
Space
Helping planners understand how their spaces are actually utilized.
QuickBooks
Five steps that let a customer step down a plan without losing confidence in what changes.
The plan grid, with Simple Start and Essentials each offering a Downgrade action against the current Plus plan.
Everything that goes away, itemized, beside the new pricing and billing date.
What has to be cleared first: removing users, inactivating inventory, deleting recurring transactions.
Confirming the payment method before the switch takes effect.
Done, Soon and Later, so the customer knows what changed and what to expect on the next bill.