#Empowering Success: Inside Texture’s Client Operations Process

Purchasing a new tool for your company is an investment of time and resources—hours spent in commercial calls, demos, and approval meetings. Unfortunately, too often, the excitement of signing the contract is followed by a frustrating and disorganized onboarding process that leaves teams feeling unsupported. At Texture, we’re redefining this experience by ensuring our clients feel empowered and equipped from day one.

We take a deliberate, collaborative approach to client operations, ensuring that our clients feel as if we’re an extension of their own team. Our operational and onboarding processes are designed not just to launch our program together but to cultivate long-term growth and partnership.

Our Client Operation mission statement is to empower our clients by delivering seamless onboarding experiences, driving awareness of Texture’s solutions, and ensuring value realization through proactive, strategic, and impactful client support.

#We aim to:

Build strong relationships with clients from day one, ensuring their success with Texture’s platform.
Increase client engagement by delivering exceptional educational, onboarding, and marketing resources.
Drive measurable outcomes for clients, showcasing clear ROI through expansion opportunities, successful program launches, and ongoing support.

#A Collaborative Approach to Onboarding

Onboarding isn’t just a starting line—it’s the foundation for a successful client relationship. Our onboarding process is meticulously crafted to help clients implement Texture’s platform seamlessly and start deriving value from day one. We work hand-in-hand with our clients to align on goals, integrate systems, and establish clear communication pathways. Our 0-30 day onboarding period is built to ensure success without compromising speed or quality.

#Key Highlights of Our Onboarding Process:

Collaborative Planning: Setting mutual expectations and success metrics from the outset.
Streamlined Implementation: Ensuring a smooth integration of our platform into existing workflows.
Personalized Support: Dedicated customer success managers act as an extension of the client’s team.

#A Roadmap for Success: Texture’s Client Journey

We view client relationships as a continuous journey, with each stage carefully designed to ensure value, advocacy, and growth. Here’s how Texture’s client journey unfolds:

#1. Onboarding (0-30 Days)

Objective: Help clients implement and start using the product effectively.
Our focus during this stage is to establish trust and set a solid foundation. Through training, dedicated resources, and hands-on support, we empower clients to hit the ground running with Texture’s platform.

#2. Value Realization (1-3 Months)

Objective: Ensure clients recognize value and find new ways to benefit from the product.
Beyond implementation, we shift focus to helping clients unlock the full potential of Texture’s features. By identifying opportunities for optimization and innovation, we ensure our clients see measurable value early and often.

#3. Advocacy (3-6 Months)

Objective: Turn satisfied clients into advocates to drive referrals and reinforce the product’s value.
Satisfied clients become our strongest advocates. During this stage, we collaborate with clients to highlight success stories, support testimonials, and foster a sense of community within the Texture ecosystem.

#4. Expansion (6-12 Months)

Objective: Grow client accounts through upselling and cross-selling.
Our collaborative approach extends to identifying additional opportunities for our clients to benefit from our platform. By understanding their evolving needs, we offer tailored solutions that drive both client success and business growth.

#5. Adoption (Ongoing)

Objective: Drive deeper product adoption and ensure the product is integrated into workflows.
Adoption isn’t a one-time milestone—it’s a continuous process. We remain committed to working with our clients to expand platform usage and ensure it becomes an integral part of their daily operations.

#6. Renewal (Ongoing)

Objective: Retain clients and secure contract renewals without surprises.
Through proactive engagement, regular check-ins, and a focus on delivering consistent value, we ensure our clients view Texture as an indispensable partner. Renewals become a natural progression of our partnership.

#How Do We Want to Operate Day-to-Day?

Client-Centric Focus: Always prioritize the client’s needs, ensuring clear communication, timely support, and proactive problem-solving.
Data-Driven Approach: Leverage analytics to inform decisions, track progress, and demonstrate measurable outcomes.
Collaborative Teamwork: Foster strong internal collaboration between Client Operations, Marketing, and Product teams to ensure a unified approach to client success.
Continuous Improvement: Regularly gather feedback from clients and internal teams to refine processes and enhance tools, ensuring we stay ahead of client expectations.
Efficiency with Empathy: Balance operational excellence with a personalized, human-centered approach to building trust and long-term partnerships.

#Final Thoughts

When clients work with Texture, they’re not just adopting a platform—they’re gaining a partner committed to their success. And if you’ve worked with or are currently working with our team, you know we also love having fun and being completely available to you!

By investing in our clients’ journeys, we’re able to create lasting partnerships that redefine what’s possible in energy management.

Ready to take the first step? Reach out to our team today and let’s start building your energy data management journey together!