Growth · Structure
Deal tracker exposes third-party sabotage, converts customer to managed services
Pilot Performance Optimization · CRM Setup & Sales Operations
Categories
Growth · Structure
Subcategories
Pilot Performance Optimization · CRM Setup & Sales Operations
Metric categories
- Deal/Revenue Retention
- Risk Mitigation
At a glance
Deal tracker exposes third-party sabotage, converts customer to managed services
A transparent implementation tracker exposed a third-party partner's sabotage, converting the customer to managed services and replacing the blocking vendor.
Implementation completed
customer converted to managed services
blocking third-party vendor replaced
Background
A third-party implementation partner, seeing the risk of being replaced, was sabotaging the rollout and claiming the solution didn't work, stalling the agreed schedule.
Goal
Close the deal and demonstrate to the budget holder that the end user's own third-party team was the one sabotaging the process.
The Work
Built a tracker and used it consistently at every interaction so the customer could see, transparently, where the agency's execution was falling short.
Outcome
The customer saw how easy and structured the process actually was, chose to take over implementation themselves, and even though they couldn't fully self-cover everything, they walked away from the blocking vendor and moved to the company's managed services instead.
