Professional Services

Expert guidance at every stage

From initial assessment to ongoing optimization, our team helps you maximize the value of IntegrateWise. We have deployed for 50+ CS teams.

50+
Teams Served
90 days
Avg Time to Value
98%
Project Success Rate
4h
Fastest SLA

Assessments

2-week engagements

Evaluate your current state, identify gaps, and get a roadmap for improvement.

AI Readiness Assessment
2 weeks
  • Current tool stack audit
  • Data quality analysis
  • AI opportunity mapping
  • 90-day implementation roadmap
Account Success Assessment
2 weeks
  • Health scoring methodology review
  • Playbook effectiveness analysis
  • Churn pattern identification
  • Quick-win recommendations
Architecture Review
2 weeks
  • Integration architecture audit
  • Data flow documentation
  • Performance bottleneck analysis
  • Optimization recommendations

Implementations

4-12 week projects

End-to-end deployment of the IntegrateWise platform tailored to your needs.

Foundation
4-6 weeks
  • Platform setup and configuration
  • 2 CRM integrations
  • Basic health scoring
  • 2 AI agents deployed
  • Team training (4 hours)
Professional
6-10 weeks
  • Full platform deployment
  • Up to 5 integrations
  • Advanced health scoring
  • 5 AI agents with custom rules
  • Playbook configuration
  • Team training (8 hours)
Enterprise
8-12 weeks
  • Complex multi-team deployment
  • Unlimited integrations
  • Custom adapters development
  • All 7 AI agents
  • Data migration support
  • Executive training + team workshops

Managed Operations

Monthly retainers

Ongoing support, optimization, and proactive management of your IntegrateWise instance.

Bronze
24h response
  • 24-hour response SLA
  • Monthly health reviews
  • Basic monitoring and alerting
  • Quarterly optimization report
Silver
12h response
  • 12-hour response SLA
  • Bi-weekly health reviews
  • Proactive monitoring
  • Monthly optimization cycles
  • Slack/Teams support channel
Gold
4h response
  • 4-hour response SLA
  • Weekly health reviews
  • Dedicated success engineer (part-time)
  • Continuous optimization
  • Priority feature requests
Platinum
1h response
  • 1-hour response SLA
  • Dedicated success engineer (full-time)
  • 24/7 on-call support
  • Custom development hours
  • Executive QBRs
Our Process

How we work together

01

Discovery

Understand your stack, goals, and success metrics

02

Design

Architecture, integrations, and rollout plan

03

Deploy

Implementation with minimal disruption

04

Optimize

Continuous improvement and support

Example Engagements

What a typical engagement looks like

Series B SaaS

Health Scoring Implementation

StackSalesforce + Zendesk + Stripe
Team Size5 CSMs, 200 accounts
Timeline8 weeks
Outcome-18% churn in Q1
Mid-Market Tech

Full Platform + Managed Ops

StackDynamics + Intercom + Amplitude
Team Size12 CSMs, 450 accounts
Timeline10 weeks + ongoing
Outcome$470K retained ARR

Let's design your CS engagement

Tell us about your stack, team, and goals—we'll propose a tailored plan.