LESS PIECING IT TOGETHER
The same topic. Five conversations. One place to make sense of it.
Keep related discussions, decisions and next steps together. Pick up the thread without making somebody retell the whole story.
SZORA FOR CUSTOMER SUCCESS
Your customer shouldn’t
have to tell the story twice.
Sales heard the goal. Onboarding got a task list. Szora keeps the customer’s intended outcome, decisions and open commitments together, so the next conversation starts with understanding.
Explore this workflow
Customer kickoff · Better context. Clearer decisions.A MOMENT THAT MATTERS
Customer kickoff
The original success criteria have been lost in the handoff.
WHAT BETTER LOOKS LIKEReconnect the onboarding plan to the outcome the customer bought.
PUT SZORA TO WORK
One customer story.
Every handoff.
The kickoff should remember the sale.
Carry the intended outcome and open commitments into kickoff. Make the first plan reflect what the customer actually needs to achieve.
What outcome are we working towards?Explore the capability
Explore how this works →“We’ll look into it” needs a next step.
A concern raised in a check-in should stay connected to its owner and next step. Return to it with context, even when the people in the room change.
Which commitment is still open?Explore the capability
Explore how this works →Make the review about progress.
Bring the decisions, blockers and changing priorities into the next review. Give the team a shared view of what has moved and what needs attention.
What changed since the last review?Explore the capability
Explore how this works →THE PRODUCT IN YOUR WORK
Keep the promise alive
after the handoff.
Carry the customer’s context into the next action and the next team.
HANDOFF CONTEXT
Find the reason behind the promise.
Ask why the pilot date changed and return to the source discussion. Start the customer conversation with the history, not another round of internal catch-up.
Explore this capabilityCUSTOMER COMMITMENTS
Keep the next promise visible.
Give agreed actions an owner and a deadline. Keep the discussion attached so the people taking over can see exactly what needs to happen.
Explore this capabilityONBOARDING DEPENDENCIES
Bring the right team into the conversation.
When an approval is holding up onboarding, see the responsible person and affected projects together. Resolve the shared issue with its context in view.
Explore this capabilityFROM CONTEXT TO EXECUTION
Give your next kickoff the whole story.
Explore how customer goals and commitments can stay connected from sale to onboarding.