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Too many teams still treat implementation as the grand finale. In reality, it’s just the opening act. For businesses with long-tail onboarding and complex products, the real work—and the real opportunity—starts after go-live.
That’s where customer expectations (CX) shift. And if you’re not ready, you’ll bleed value fast.
Kasey Smith, Head of Ops, CX & Integrations at Graphite Connect, took the stage at Propel25 to break down how to build a structured, scalable CX engine that drives renewals, uncovers expansion opportunities, and protects margins.
Read on for the key takeaways from the session.
For companies with flexible, enterprise-grade products, implementation is rarely a clean break. Customers hit go-live expecting stability, but often run into a steady stream of configuration changes as their use cases evolve. Without a plan, these requests pile up, overwhelm teams, and erode trust.
At Graphite Connect, this tension led to two pivotal shifts:
Most teams are tempted to switch platforms after onboarding. Graphite realized that customers had already built familiarity and trust inside Rocketlane. They were used to the interface, the workflows, the rhythm of engagement. Introducing a new CX tool would disrupt that momentum.
Instead of adding friction with another tool, they extended Rocketlane to power post-go-live collaboration. A new “Ongoing CX” project spun up after implementation, with a kanban board tracking every request against the sprint calendar.
All configuration requests post-go-live are now tracked in Rocketlane. This setup provides structure:
Graphite built a pricing tool like most SaaS companies that helps teams estimate implementation costs and set contract terms. But estimating without real-time post-go-live data is little more than guesswork. Initially, sales teams priced deals based on rough assumptions. Once customers went live, there was no systematic way to understand the ongoing load they placed on CX teams.
The operational data from Rocketlane helped rewire Graphite’s pricing model.
Instead of treating all customers equally, Graphite moved to usage-based renewals. Contracts now include a defined number of configuration hours, based on customer size and value. At renewal, teams review how much time was actually spent to guide their revised approach.
Graphite Connect’s model shows what happens when you treat implementation and post-go-live as a single, continuous experience.
Here are four lessons from their approach:
Check out the rest of our Propel25 recaps here for more insights from the industry’s best.
What I appreciated most about Rocketlane is its seamless approach to onboarding and project management. The ability to collaborate in real-time, set clear timelines, and track progress across multiple teams makes it incredibly efficient. The built-in document-sharing and communication tools reduce the need to switch between platforms. It’s especially useful for client-facing projects, where transparency and accountability are key


AI that executes your delivery work (Add to any plan)
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Ideal for expanding organizations needing more in-depth capabilities and integration for scaling.
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Great for teams desiring tailored workflows with comprehensive reporting capabilities.
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Tailored for large enterprises requiring a fully customizable, comprehensive delivery engine.
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.

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.





70–85% utilization. 94% G2 rating.
One platform does what the entire table above tries
to split across tools.
70–85% utilization. 94% G2 rating.
One platform does what the entire table above tries
to split across tools.

70–85% utilization. 94% G2 rating.
One platform does what the entire table above tries
to split across tools.
Enterprise implementations fail because customers don’t follow the process or provide clean data on time. Most delays are purely “customer-side” issues.
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.
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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.

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.






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