Five high-impact workflows. Real ROI.
Customer Handoffs
Every time a CSM changes, the new person starts from scratch. Context lives in someone's head, scattered notes, or a CRM field nobody reads.
We build agents that synthesize account history, key relationships, open issues, and strategic context into a structured handoff doc, generated in minutes.
Outcome? New CSMs ramp in days, not weeks.
Kickoff & Success Plans
CSMs spend hours building success plans from scratch. They dig through CRM, review call recordings, synthesize discovery notes. By the time it's done, the customer has moved on.
We build agents that auto-generate draft success plans from CRM data, sales call transcripts, and implementation notes. CSMs customize, they don't create.
Outcome? Plans delivered in the first week, not the first month.
Risk Detection
Health scores are lagging indicators. By the time the score turns red, the customer is already halfway out the door. Signals are buried across product usage, support tickets, and email sentiment.
We build agents that continuously monitor signals across systems and surface at-risk accounts before they hit crisis mode, with context on why.
Outcome? Catch at-risk accounts 30 days earlier.
QBR Prep
QBR prep is a time sink. CSMs spend 8-12 hours pulling usage data, writing value narratives, building decks. For high-touch accounts, it's necessary. For everyone else, it doesn't scale.
We build agents that pull usage metrics, generate ROI narratives, and draft the QBR deck. CSMs review and refine instead of building from scratch.
Outcome? 12 hours becomes 30 minutes.
Expansion Identification
CSMs don't have time to hunt.
We build agents that scan usage data and call transcripts to identify expansion-ready accounts and recommend the right offer.
Outcome? Find the $50k upsells hiding in your book.