Case Study: Jolt halves headcount and doubles expansion ACV with Planhat

Jolt halves headcount and doubles expansion ACV with Planhat

Jolt, a provider of operations execution software for multi-location businesses in food service, retail, and hospitality, faced a significant challenge with its customer success team. The team of 15 CSMs was mired in reactive tasks like handling support tickets and billing queries, which prevented them from focusing on strategic work that drives renewals and expansion. They needed a solution to automate these operational tasks and build repeatable workflows.

Planhat provided the solution by enabling Jolt to automate its reactive workload through AI workflows and project management features. This allowed Jolt to re-engineer its customer success function, resulting in a headcount reduction from 15 to 7 CSMs. The outcomes were substantial; the remaining team became proactive, and the company achieved a 100% increase in its average expansion deal size while systematically scaling its onboarding and expansion processes.

Jolt