Change Management Internal Communication and Project Success

Relate encourages carefully defining the messaging, scope and timeline for adoption – This will ensure users understand the value of Relate in improving customer engagement, sales effectiveness, and compliance.

The road to a successful implementation

1. Bring all leaders and stakeholders along on the journey, including department heads across the business, including HR, Sales, Customer Success, Risk and Compliance, Finance and Technology
2. Incorporate trust as a pillar in your organisational goals
3. Communicate the role that Sandi fulfills
   1. An objective coach who will measure and help you improve your trust and relationship building with your customers over time
   2. A way to improve the feedback loop and drive better internal conversations, ensuring no surprises
   3. An advisor that can help businesses minimise regulatory breaches and help them adhere to a code of conduct
   4. An AI analyst that can learn and adapt with you and your teams over time
   5. An AI analyst that be asked questions around individual or team performance, benchmarks and areas for improvement.
4. Add Relate specific information to internal FAQs – We can provide a list of frequent questions and ensure employees understand the benefits that Relate can provide.
5. Host a Kick-off Session with Relate – We can educate teams on best practices and ensure maximum value is derived from Sandi.

If any assistance is required, please reach out to your Relate Account Manager

How do you select the right teams to benefit from Relate?

The success of Relate within your business will directly correlate with choosing teams that will benefit most from trustworthiness insights (e.g., sales, account management, customer success, leadership teams).

Some tips to ensure a successful rollout include:

1. Pilot Group Selection – Start with a smaller group (5-15 users) before scaling organization-wide.
2. Define metrics for success – Define key pilot objectives prior to rollout (e.g., increased customer trust scores, improved meeting engagement, reduced compliance risks).
3. Feedback Loop & Iteration – Collect early feedback from users so that any improvements can be implemented if required.
4. Set clear go-live dates – Work with Relate to establish a timeline for onboarding, training, and pilot deployment.
5. Ensure IT & business stakeholder alignment – Schedule weekly check-ins between IT, pilot users, and Relate’s customer success team.
6. Utilize Relate’s training & support resources – Access FAQs, knowledge base and 1:1 support via [email protected].

Billing & Subscription

What pricing plans does Relate offer?

We offer flexible subscription plans tailored to different business needs. For more details on pricing tiers and features, visit our pricing page or contact our sales team at [email protected].

How do I upgrade or downgrade my plan?

You can modify your plan directly in the “Billing” section of your Relate dashboard or by speaking to your account manager. Changes will take effect at the beginning of your next billing cycle.

Still Need Help?

If you have further questions or need personalized assistance, please contact our support team or your account manager at [email protected].