Onboarding that ships bids
4-week structured onboarding with a defined first-bid-shipped milestone. Not a slideshow tour — a measurable outcome.
Customer Success
Help, not handholding.
Dedicated CSEs (engineering-flavored, not sales-flavored). Quarterly business reviews on real metrics. Outcome-target accountability with credit-back if we miss. Built for teams that want a partner, not a vendor.
Six pillars
What customer success looks like at OmniTakeoff
Dedicated CSE on Enterprise
Engineering-flavored Customer Success Engineers (not sales-flavored). They can read code, write SQL queries against your data, debug integrations.
Quarterly business reviews
Real metrics: bid throughput, defect rate, win-rate movement, recognizer accuracy by trade. Not feature-tour theater.
Outcome-target accountability
We commit to specific outcome targets at pilot start. Quarterly we review against them. If we drift, we course-correct or refund.
Per-org recognizer tuning
Your CSE owns recognizer accuracy. They review queue throughput, identify blind spots in your training data, recommend reference projects to seed.
Roadmap input
Enterprise customers get direct roadmap input. Your CSE relays needs to product team. Most enterprise-prioritized features came from QBR conversations.
The arc
From pilot to year-1 expansion
- 01
Week 0 — Kickoff
Onboarding plan signed, outcome targets agreed, integrations connected. CSE assigned (Enterprise) or shared CSE pool (Professional).
- 02
Week 1-4 — Pilot
Daily Slack check-ins. 4 onboarding sessions. First-bid-shipped at week 3. Mid-pilot review at week 2. Pilot signoff or credit-back at week 4.
- 03
Months 2-3 — Adoption
Active-learning loop kicks in. Recognizer tuning. Workflow blockers surfaced and addressed. Team-wide certification cadence kicks off.
- 04
Quarter 1 — First QBR
Outcome targets reviewed against actuals. New targets set for next quarter. Roadmap input session.
- 05
Year 1+ — Expansion
Most accounts add seats over their first year. CSE proposes adjacent product expansions (mobile beta, CRM integration, daily reports v2). Specific expansion percentages are shared under NDA on reference calls.
Metrics
What we hold ourselves to
Pilot signoff rate
Customer-validated outcome
Convert pilot to paid plan
Year-1 NPS
Customer-validated outcome
Specifics shared under NDA
Net revenue retention
Customer-validated outcome
Year-2 vs. year-1 cohort
CSE response P1 SLA
Same business day
Production-blocking issues; specific timing in customer agreement
Ready to talk?
Schedule a call with our CS team.
Tell us about your team, your timeline, and what 'success' looks like. We'll match you to the right CSE during pilot.