Revenue Driving & Sales

The external organization model works well for revenue driving and sales functions.
You can set up your clients as members of your portfolio organization and send them sales and onboarding materials through the platform. By doing this, they'll have easy access to training materials you think will improve their relationship with your company, and you'll have easy access to analytics to see if they are reviewing and progressing through the trainings.
You might be an fintech API company that has a suggested way to onboarding for the clients, and want to make sure their team knows the details.
Or, you might have case-studies on how to best market your product and want to send a training to the client to read through it, so that they can position themselves (and thus, your organization) for success.

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Growing Regulated Tech Company

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People Operations

Last modified 4mo ago