Case Study: IntelAgree boosts customer engagement and accelerates onboarding with ChurnZero

How IntelAgree Increases Customer Motivation and Output During Implementation

IntelAgree, a growing contract management SaaS, was losing customer momentum during implementation and struggling with limited product-usage visibility, manual spreadsheets for post‑sale tracking, and time‑consuming progress reporting. To build a scalable, proactive Customer Success practice before capacity was strained, IntelAgree selected ChurnZero and adopted features like Journeys, Plays, External Journey Reports and event tracking to provide prescriptive guidance and centralized customer lifecycle management.

ChurnZero implemented automated External Journey Reports, event tracking, templated Plays and standardized Journeys, enabling IntelAgree to increase product usage during onboarding, create a new self‑service "Launch Pad" implementation tier, and deliver instant leadership insights without heavy reliance on Customer Success. Within four months of launching ChurnZero, IntelAgree achieved measurable improvements in onboarding engagement, standardized workflows, faster reporting for executives, and a stronger, data-driven foundation for future growth.

IntelAgree

Matthew Miller

Head of Customer Success