Seekify - Start-up funded by Sequoia Capital having a Customer Experience Automation, Insights and LMS platform
Project Undertaken at my stint at Seekify.
1. ASSIGNMENTS AT
SEEKIFY TECHNOLOGIES
SANJAY TALUKDAR
PRODUCT CONSULTANT | SAAS TECH STARTUP | CUSTOMER EXPEREIENCE
Nov 2019 to Mar 2020
Gurugram, Harayana, India
LIST OF THE ASSIGNMENTS
1. GTM Strategy:
Manage lead funnel
(Lead Prospecting Strategy)
2. Trial:
BharatPe, Solutioning
3. Client:
Freshworks, Client Engagement
4. Lead:
ChilliBreeze, Client Engagement
5. Trial:
SharafDG, Solutioning
6. Product Strategy:
Learning Management Systems
7. Internal Learning Strategy:
SaaS Sales for new joiners
8. Product Strategy:
Product collaterals - Product Deck, Product
Videos; Competitors & Industry landscape;
Whitepapers
9. GTM Strategy:
Defining the customer stages and
On-boarding process, Pricing (Christmas Plan)
10, Initiative:
Weekly Sync-up Team Format
(Agile)
DETAILED JOB DESCRIPTION
Liaise with Sales team & prospects, understanding technical requirements
and provide better solutions for prospects
Ability to drive technical conversations and gather information quickly
Support the sales teams from a technical standpoint, enabling them to win
deals and at the same time making sure that the product would be a perfect
fit for the customers
The role also involves working closely with customers setting up the product
or redefining them
Ensuring support to onboarding of new customers, making sure that they are
fully satisfied from a technical perspective.
To help in bridging the gap between the solution that the Company is
building and the problem that the world is solving with it
Help prospects address their challenges by providing creative, out-of-the-
box solutions and ensure we are a part of the customer journey from the
initial inquiry phase up until their historical data is migrated
Grapple with Customer queries on a regular basis and engage with product
and engineering teams to provide feedback and help tweak the product
Must be technically savvy and experiences with integrations and data
management
Customer Experience Automation, Insights, and LMS platform
Product Consultant: Nov 2019 to Mar 2020
Seekify Technologies - Product Consultant
GTM Team | Business Development | Client Engagement | Product
Demonstration & Onboarding | Creating Product & Client Collaterals |
Insights, Automations and LMS | Customer Support & Experience
2. ASSIGNMENT NAME 1: MANAGE
LEAD FUNNEL AND GTM
STRATEGY | BD
ASSIGNMENT NAME 2: BHARATPE (TRIAL STAGE) | SOLUTIONING
Project 1 - Nov 2019 – Mar 2020
Project 2 - Dec 2010 – Mar 2020
Use-Case identification (Circle.life)
CRED & Seekify QA Tool Wireframe
Delhivery Minutes of Meeting
FlowMattress Minutes of Meeting
Uber Minutes of Meeting
Mvalue Minutes of Meeting
Lead/Prospect Customer Information
MEDDIC Sales Process
Sales Discovery Questions for Propsectes
Project Description: Responsible for managing the list of prospects and leads in the lead funnel. Weekly follow-ups with
the prospective clients, daily updates on the salesforce platform regarding the update on each lead/prospect. Having
discovery calls, sales/BD, product-market fit, conversations with leads/prospects, understanding their use-case (pain
point), and suggesting the solutions from Seekify's platform. List of accounts responsible for - BharatPe, Delhivery,
Chillibreeze, Freshworks, Cred, SharafDG, GetYourGuide, Capitalfloat, FlowMattress, Circles.Life.
Activities Involved: Managing sales lead funnel, Demo Presentations, Client engagement, Solutioning, Use-case
identification, Discovery phase, Product-market fit
Key Skills: Interpersonal skills, Business analysis, Business Development, Requirement gathering
Industry Experience: Customer experience and contact centres
Product Management Skills: User Research, Data Analysis, Market Research, Product Management, Product Strategy,
Project Management, Quality Assurance
Product Management Deliverables: Demo Presentation, GTM, Implementation Plan
Business Size Experience: Small(10-99), Mid(100-999), Large (1000+), Start-up
Project Link:
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Seekify Proposal to BharatPe
Minutes of Meeting - 15/11/2019; 03/12/2019; 19/12/2019
BharatPe - Config file (JSON format)
Project Description: Lead team member to understand the use-case for the lead with multiple ideation sessions with the
client team members, understanding their pain points and suggesting the solutions from the Seekify suite of products. Also
responsible for collecting the data, inputting the data on using JSON format to the Seekify platform to generate insights.
Presenting the insights along with the solution to the client.
Activities Involved: Client engagement, Solutioning, use-case identification, Research, Demo Presentations
Key Skills: Interpersonal skills, Business analysis, requirement gathering
Industry Experience: FinTech, UPI gateway, Customer experience
Product Management Skills: User Research, Data Analysis, Market Research, Product Management, Product Strategy,
Project Management, Quality Assurance
Product Management Deliverables: Demo Presentation, GTM, Implementation Plan, Product roadmap, Requirements
Specification, Status report, User Stories, Prototype
Business Size Experience: Mid(100-999)
Project Link:
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3. ASSIGNMENT NAME 3:
FRESHWORKS (CLIENT STAGE) |
CLIENT ENGAGEMENT
ASSIGNMENT NAME 4: CHILLIBREEZE (LEAD STAGE) | CLIENT ENGAGEMENT
Project 3 - Dec 2019 – Mar 2020
Project 4 - Dec 2019 – Jan 2020
Project Description: Team member to understand the use-case for the client with multiple ideation sessions with the client
team members, understanding their pain points and suggesting the solutions from the Seekify suite of products. Also
responsible for collecting the data, inputting the data on using JSON format to the Seekify platform to generate insights.
Presenting the insights along with the solution to the client. Responsible for conducting/organizing a 2 - day workshop
program at the client site for onboarding and Go-live.
Activities Involved: Client engagement, Solutioning, use-case identification, Research, Demo Presentations, Organizing
workshops
Key Skills: Interpersonal skills, Business analysis, Requirement gathering
Industry Experience: Customer experience/support, ITIL/ITSM
Product Management Skills: User Research, Data Analysis, Market Research, Product Strategy, Project Management,
Quality Assurance, Usability Testing
Product Management Deliverables: Wireframe, Demo Presentation, GTM, Implementation Plan, Requirements
Specification, Status report, User Stories, MVP
Business Size Experience: Large (1000+)
Project Link:
1. Freshworks - Config File (JSON format)
2. E-Mail Channel - Dashboard
3. Freshworks and Seekify - Workshop
Minutes of Meeting - 25.11.2019
Chillibreeze & Seekify - Discussion and Q&A Deck
Project Description: Lead team member to understand the use-case for the lead with multiple ideation sessions with the
client team members, understanding their pain points and suggesting the solutions from the Seekify suite of products. Also
responsible for collecting the data, inputting the data on using JSON format to the Seekify platform to generate insights.
Presenting the insights along with the solution to the lead/prospect.
Activities Involved: Client engagement, Solutioning, use-case identification, Research, Demo Presentations
Key Skills: Interpersonal skills, Business analysis, Requirement gathering, documentation
Industry Experience: Professional Services, Customer Experience
Product Management Skills: User Research, Data Analysis, Market Research, Product Management, Product Strategy,
Project Management, Quality Assurance
Product Management Deliverables: Wireframe, Demo Presentation, GTM, Implementation Plan, Requirements
Specification, Status report, User Stories, Prototype
Business Size Experience: Small(10-99)
Project Link:
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4. ASSIGNMENT NAME 5: SHARAF-DG
(TRIAL STAGE)| SOLUTIONING
ASSIGNMENT NAME 6: LMS | PRODUCT STRATEGY
Project 5 - Jan 2020 – Mar 2020
Project 6 - Nov 2019 – Mar 2020
Minutes of Meeting - SharafDG - 11/11/19
Sharaf DG - Seekify - Loss of Value Use-case flow chart solutioning
Project Description: Having discovery calls, sales/BD calls, conversations with leads/prospects, understanding their use-
case (pain point), and suggesting the solutions from Seekify's platform. Responsible for preparing the workflow/solutioning
for the solutions of their use-case: Loss of Value - Inconsistent communication from salesperson during stockout of a
product.
Activities Involved: Solutioning, use-case identification, Research, Demo Presentations
Key Skills: Interpersonal skills, Business analysis, Requirement gathering, Documentation
Industry Experience: Retail, Customer experience
Product Management Skills: User Research, Data Analysis, Market Research, Product Management, Product Strategy,
Project Management, Quality Assurance
Product Management Deliverables: Demo Presentation, GTM, Implementation Plan, Requirements Specification, Status
report, User Stories, UX writing
Business Size Experience: Large (1000+)
Project Link:
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Learning Paths along with assignments for various use-cases
Customer Service Detailed master sheet for LMS
Assessments for various use-cases
LMS Scrip Production - Customer service
Client - PPS Customer Support LMS
Project Description: Creating and maintaining the databases of lessons, courses, modules, learning paths, and assignments
related to the topics of customer service and ITLM/ITSM on the Seekify Learning Management platform. Was responsible
for creating various assignments and curating learning paths for the various use-cases for the clients. eg: Low CSAT, High
First Response Time(FRT), High Average Ticket Resolution Time, High Reopen Rate (high interaction per ticket), Low
Occupancy Rate, High Average Handle Time(AHT), etc.,
Activities Involved: Secondary research, business analysis, team management, project scheduling & monitoring
Key Skills: Business Analysis, Research, Information analysis, Documentation
Industry Experience: Learning, Customer experience/support, ITSM/ITIL
Product Management Skills: User Research, Data Analysis, Market Research, Product Management, Product Strategy,
Project Management, Quality Assurance
Product Management Deliverables: User Stories, UX writing, MVP
Business Size Experience: Start-up (Internal)
Project Link:
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5. ASSIGNMENT NAME 7: SAAS
SALES CONTENT | INTERNAL
LEARNING STRATEGY
ASSIGNMENT NAME 8: PRODUCT COLLATERALS | PRODUCT STRATEGY
Project 7 - Nov 2019 – Dec 2019
Project 8 - Nov 2019 – Mar 2020
B2B SaaS Sales Training Material
SAAS Sales Material - Youtube and Blogs/Articles content links
Project Description: Research, understand and prepare content related to B2B SAAS sales containing various key concepts
and sales methodologies. The content prepared was used as a joining training for the new joiners in the GTM team. Also,
during the research, the content
Activities Involved: Secondary research, business analysis, designing, learning content preparation
Key Skills: Business analysis, research, Sales, Business Development, Documentation
Industry Experience: B2B SAAS Sales, Learning (Human Resources)
Product Management Skills: User Research, Data Analysis, Market Research, Product Management, Product Strategy,
Project Management, Quality Assurance
Product Management Deliverables: Implementation Plan, Product roadmap (Training material)
Business Size Experience: Start-up (Internal)
Project Link:
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Seekify - Product features and Use-cases (LMS)
Seekify - Product features and Use-cases (Insights)
Seekify - Introduction Call document
Whitepaper - Flow Details
Seekify - Competitor Landscape
Seekify - Flyer
Project Description: Preparing various product collaterals like - Product Deck, Product video, Whitepapers, Flyers, Seekify
Competition / Industry Information, Seekify Introduction, etc.,
Activities Involved: Research, Designing documents, Designing videos, Flyers
Key Skills: Business Analysis, Research, Designing, Documentation
Industry Experience: Customer experience
Product Management Skills: Data Analysis, Market Research, Product Design, Product Management, Product Strategy,
Project Management, Quality Assurance
Product Management Deliverables: Demo Presentation, GTM, Implementation Plan, Product roadmap, Status report, User
Stories, UX writing
Business Size Experience: Start-up (Internal)
Project Link:
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6. ASSIGNMENT NAME 9: GTM
MATERIALS | GTM STRATEGY
ASSIGNMENT NAME 10: WEEKLY SYNC-UP FORMAT | AGILE
Project 9 - Nov 2019 – Dec 2019
Project 10 - Nov 2019 – Mar 2020
Seekify - Client Onboarding Process
Seekify - Client Statges
Seekify - Pricing Plan for Christmas 2019
Project Description: Responsible for creating various GTM materials helping in developing the GTM strategy for the
Seekify products.
Activities Involved: Secondary research, GTM Strategy
Key Skills: Business Analysis, Research, Documentation,
Industry Experience: Customer experience, B2B SaaS
Product Management Skills: Data Analysis, Market Research, Product Strategy, Project Management
Product Management Deliverables: GTM, Implementation Plan
Business Size Experience: Start-up (Internal)
Project Link:
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Weekly Sync-up - Updates (Nov-Dec)
Weekly Sync-up - Updates (Jan - Mar)
Handover document
Project Description: Took the initiative for preparing the Weekly sync-up sheet and sharing with the respective teams for
presenting the weekly activities undertaken and completed by each team. This file was used to update the founders and
team members during the weekly catch-ups.
Project Link:
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