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Customer success

Async quarterly reviews

Walk the customer through their dashboard with the numbers zoomed and the wins called out.

For customer success managers, account managers.

Free to download · Windows 10 & 11 · 4.5 MB
Three numbered zoom points appear on a store page. The camera crops in on the first, pans across to the second and then the third while staying zoomed, and eases out. Then it zooms the other way, Move closer: the whole framed window comes towards you on the price, and settles back.

The situation

A review deck sent by email is not read; a narrated recording of their own data is.

How it is done in Sceed

  1. 1

    Record the customer’s dashboard.

  2. 2

    Zoom on each metric as you talk about it.

  3. 3

    Add a big-number section for the headline result.

  4. 4

    Send it a day before the call so the call is about next steps.

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