Our customer implementation went from 6 weeks to 2 weeks. Here's the stack that did it.
Implementation was killing us. CS team was bottlenecked on walking every customer through the same setup steps over and over.
We rebuilt implementation around self-serve content with human support only for complex stuff.
The stack:
- Notion for the overall implementation checklist and shared timeline
- Trupeer for step-by-step setup guides customers can follow on their own
- Loom for context and "why we do things this way" explanations
- Slack Connect for async questions
- Calendly for booking help sessions when they get stuck
The Trupeer guides handle 80% of what used to be live calls. Customer follows along, clicks through their own setup, and we're there if they need us.
Implementation time: 6 weeks → 2 weeks. CS team capacity: 8 accounts each → 20 accounts each.
Not magic. Just shifted effort from live delivery to reusable content.