Expert strategies for effective implementation and service packaging

Published in April
24 April 2023
Published in April

24 April 2023

Summarize blog with

More resources

  1. Check out what Jeff has to say about creating specialized implementation teams
  2. Listen to Chitra Madhwacharyula talk about productizing implementation and professional services
  3. Learn about Darwinbox’s six-step customer implementation framework

In his insightful presentation at Propel23, Jeff Kushmerek shares his expertise and best practices for how companies can package their implementation process as an offering. With these strategies, businesses can enhance their implementation processes, optimize revenue generation, and improve overall customer satisfaction.

The purpose and benefits of packaging implementations

Jeff emphasizes that packaging implementation is a strategic approach aimed at standardizing and streamlining the implementation process. By defining clear deliverables, companies can avoid the pitfalls of excessive customization. This approach offers several benefits, including improved operational efficiency, increased revenue, and better customer experience.

Common challenges during implementations

major challenge stems from the misconception surrounding professional services. To counter this, Jeff suggests avoiding the use of the term "professional services" and instead, emphasizing the well-defined and repeatable nature of implementations.
Other challenges include the negative perception associated with customizations and scoping professional services appropriately.

Pricing and packaging strategies

Jeff recommends treating implementations as products and involving product marketing teams to create compelling packages with clearly defined deliverables. Researching competitors' pricing strategies and value offerings can help you gain a competitive advantage. Additionally, he stresses the importance of addressing objections and providing quick answers within the packaging itself, as a way to empower sales teams.

Internal alignment and buy-in

Jeff suggests presenting the packaging to the sales team, highlighting how it can increase revenue without impacting quotas while still being commissionable. Proper segmentation and understanding of customer needs are crucial in determining the pricing and volume of packages. He also recommends streamlining contracts and legal considerations to avoid unnecessary delays.

Finalizing and rolling out the packages

Jeff’s advice is to encourage a focus on iteration and improvement as creating “perfect” packages will take time and effort. Professional tools, templates, and data analysis are key to this process of refining/updating them based on feedback and experience. When it comes to finalizing packages, Jeff recommends aligning them with quarterly goals. 

In conclusion, Jeff’s presentation highlights the key steps involved in packaging implementations, including defining the packaging offer, training the sales team, and emphasizing the value of expert services. Iteration, adjustment, and data analysis should be integral to the ongoing process. 

Amplify your customer onboarding experience with Rocketlane

Say hello to Rocketlane, your all-in-one customer onboarding superhero!

Rocketlane is a customer onboarding platform that helps businesses streamline and optimize their customer onboarding process.

Let's check out some standout Rocketlane features that make it the ultimate tool for high-touch customer onboarding:

1. Personalize your customer onboarding experiences

Customizing your customer onboarding experience based on industry, implementation complexity, and company size is a breeze with Rocketlane. 

You can provide customers with a white-labeled portal to access content, messages, and resources based on their specific requirements.

Best part? 

Once you find a winning template, you can easily reuse it for future projects, saving you time and effort.

2. Visualize and automate tasks 

With Rocketlane, you'll have a clear view of all project goals, their status, customer sentiment, and task status. 

That's not all! 

You can set up automated reminders and notifications, ensuring everyone involved is on the same page.

3. Collaborate and communicate effortlessly

Improve teamwork and collaboration, not just within your squad but also with your incredible customers. 

You can have instant conversations, share updates, and address any questions or concerns within the platform.

The result? 

You create a fantastic relationship and an excellent customer service experience.

Gain a competitive advantage with high-touch onboarding!

High-touch onboarding is about going the extra mile to create meaningful connections. It drives retention, loyalty, and product adoption while reducing customer churn.

But here's the thing: To create customized customer onboarding experiences at scale, you need a robust customer onboarding tool! 

That's where Rocketlane comes into the picture! 

With Rocketlane, you'll have a centralized hub for managing customer onboarding projects, tasks, collaboration, and communication between your cross-functional teams and customers.

Ready to deliver a fantastic customer onboarding experience that speeds up time-to-value and boosts customer success?

Schedule a demo or start your 14-day free trial right now.

FAQs

“Speeds up CSV importing and saves me from having to get customers to use a template file or create mapped data exports. Quick to integrate and flexible outside the happy path. We found defining workbooks and templates confusing; at a prior job it was configured through code, which I preferred.”

Source: G2 review

Sebastian
Intercom

AI that executes your delivery work (Add to any plan)

Most popular

Standard

Ideal for expanding organizations needing more in-depth capabilities and integration for scaling.

$49

per team member/
month billed annually

*minimum of 5 team members

  • Full partner ecosystem support
  • Dynamic templates for any project
  • Milestone CSAT for customer pulse
  • Docs, forms, projects in one place
  • Docs, forms, projects in one place
  • Approval-governed time tracking
  • 200 Automations/user/month
  • Native HubSpot, Jira, Slack Integration

Most popular

Premium

Great for teams desiring tailored workflows with comprehensive reporting capabilities.

$69

per team member/month billed annually

*minimum of 5 team members

  • Real-time project profitability
  • AI resourcing and capacity planning
  • All revenue recognition models
  • Centralized rate cards and budgets
  • Portfolio reporting for leaders
  • Bill faster & improve cash flow
  • Native Salesforce integration

Most popular

Enterprise

Tailored for large enterprises requiring a fully customizable, comprehensive delivery engine.

Custom Pricing

*minimum of 5 team members

  • SAML SSO and role-based access
  • Unlimited, hands-off automations
  • Soft-allocate pipeline deals early
  • Skills matrix for smarter staffing
  • Staff global teams ahead of demand
  • Multi-currency global delivery
  • Snowflake data + custom reports

Full reviews for all 11 tools below

<TL;DR>

Best all-in-one Certinia alternative for B2B SaaS and technology PS teams with 25 to 150 consultants. Delivery, resource management, project financials, client portal, and agentic AI in one PSA, with no Salesforce dependency. From $49/user/mo (full PSA from $69) · 4.7/5 on G2 · 4 to 12 week go-live

<TL;DR>

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.

Trusted by top companies

One platform does what the entire table above tries
to split across tools.

One platform does what the entire table above tries
to split across tools.

One platform does what the entire table above tries
to split across tools.

Myth

Enterprise implementations fail because customers don’t follow the process or provide clean data on time. Most delays are purely “customer-side” issues.

Fact

Implementations fail because complex environments need real-time technical problem-solving. FDEs unblock workflows, integrations, and unknown constraints that traditional onboarding teams can’t resolve on their own.

Get a better all-in-one PSA

Get a better all-in-one PSA

Did you Know?

Companies that embed engineers directly with customers see significantly higher enterprise retention compared to traditional post-sales models — because embedded engineers uncover “unknowns” that never surface in ticket queues.

Sebastian mathew

VP Sales, Intercom

A Forward Deployed Engineer (FDE) embeds in the customer environment to implement, customize, and operationalize complex products. They unblock integrations, fix data issues, adapt workflows, and bridge engineering gaps — accelerating onboarding, adoption, and customer value far beyond traditional post-sales roles.