Customer feedback from Ryan Winchester - Heritage Management Services

Written by Hoala Greevy | July 25, 2023

Yesterday I hung out with Ryan Winchester of Heritage Management Services in downtown Albuquerque.

What's happening: I have an OKR this quarter of visiting ten of our Top 100 customers. Heritage MSI is third on my list.

By the numbers:

Heritage MSI are strong believers of Net Promoter Scores.
Ryan's wife was born at FDIHB (I visited them last week)
Ryan needs a way to tag incoming emails across his entire base of users
Ryan really likes Paubox Geofencing, would like to see more countries added to the list.
HIPAA compliant forms are a need, as their existing forms vendors are not sufficient.

Why it matters: Customer feedback is a core tenet of the Paubox Foundations, which are principles and values we care intensely about.

The bottom line: Visiting customers and sharing the Paubox roadmap is a fantastic way to gather feedback.

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