Our Services
Three ways to work with Balboa — from getting Pendo up and running to keeping it optimized over the long term. Pick what fits your stage, or combine them for end-to-end support.
Implementation
Getting Pendo set up right is the foundation for everything else. We work with your team to define a tagging strategy that reflects how your product actually works, configure analytics to surface the metrics that matter, and make sure your team knows how to use the platform from day one.
Whether you're implementing Pendo for the first time or re-implementing after a false start, we bring a structured approach that gets you to value fast — without the trial and error.
What's included
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Tagging strategy
We map your product's key pages, features, and workflows to a structured tagging plan that scales as your product evolves.
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Analytics configuration
Dashboards, funnels, and segments aligned to your business goals — not generic templates.
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Team training
Hands-on training for your CS, product, and ops teams so they're confident using Pendo independently.
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Data validation
We verify that data is flowing correctly and reporting accurately before handing off.
Use Case Accelerators
You don't need to build every Pendo workflow from scratch. Our accelerators are pre-built playbooks for the most common and impactful use cases — onboarding flows, feature adoption campaigns, NPS programs, and churn early-warning systems. Each one is backed by patterns we've seen work across dozens of deployments.
We customize each accelerator to your product and audience, then deploy it in weeks instead of months. You get proven results without the discovery phase.
Available accelerators
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Onboarding flows
Multi-step in-app guides that walk new users through your product's core workflows, reducing time to value and support tickets.
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Feature adoption campaigns
Targeted in-app announcements and tooltips that drive adoption of underused features among the right user segments.
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NPS programs
In-app NPS surveys with segmented delivery, automated follow-up workflows, and dashboards that connect sentiment to behavior.
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Churn early-warning systems
Usage-based health scoring and alerts that flag at-risk accounts before they disengage, giving your CS team time to act.
Managed Services
Not every team has the bandwidth to manage Pendo day to day. Our managed services give you an expert Pendo team on retainer — handling optimization, reporting, guide creation, and continuous improvement without adding headcount.
Think of it as having a senior Pendo analyst embedded in your organization. We monitor performance, identify opportunities, create and test new guides, and deliver regular reporting tied to your business outcomes. You stay focused on your customers while we keep Pendo working hard in the background.
What we handle
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Ongoing optimization
Regular audits of your Pendo instance to identify underperforming guides, stale segments, and new opportunities.
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Reporting and insights
Monthly reports that go beyond vanity metrics — tied to adoption, retention, and revenue impact.
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Guide creation and testing
We design, build, and A/B test in-app guides based on your team's priorities and user behavior data.
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Continuous improvement
Iterative refinement of your Pendo strategy as your product and customer base evolve.
Ready to Get More From Pendo?
Whether you need a clean implementation, faster time to value with proven playbooks, or ongoing expert support, we'll build the right engagement for your team.