Lead your buyers through complex processes with clear, centralized action plans. Each buyer has their own easy-to-execute action plan for mutual task assignment.
Optimize your sales cycle with our predefined action plans. With a simple click, connect step by step playbooks to your shared space.
With Notch, you can easily manage multiple customers simultaneously, each with their own individual action plans.
Gain visual insights into your sales and onboarding journey. Display the steps completed within each milestone and overall. Ensure you create urgency and customers are always aware of where they stand in the process.
No need to open each buyer space separately to check its progress – with Notch, you get a comprehensive view of where each deal stands along with task status.
Notch enables our customer success team to take our buyers by the hand so they understand at each point in time what comes next, what they need to do to, and most importantly, why completing these tasks will help them succeed.