CUSTOMER SUCCESS

We help your CSMs retain and grow every customer account

From post-signature handoff to renewal, we build and deploy custom agents that reduce churn and expand your installed base.

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Sales-to-CS Handoff

Sends the CSM the account brief and schedules the kickoff as soon as the deal is signed

OUTCOME

Customers who never have to repeat their context

Sales-to-CS Handoff

Sends the CSM the account brief and schedules the kickoff as soon as the deal is signed

OUTCOME

Customers who never have to repeat their context

Customer Onboarding

Runs the onboarding plan and flags any blocker

OUTCOME

Customers active sooner

Customer Onboarding

Runs the onboarding plan and flags any blocker

OUTCOME

Customers active sooner

Adoption Tracking

Monitors usage by account and re-engages low-activity users

OUTCOME

Adoption that grows without manual chasing

Adoption Tracking

Monitors usage by account and re-engages low-activity users

OUTCOME

Adoption that grows without manual chasing

Churn Prevention

Scores each account on usage, tickets and NPS, then recommends actions

OUTCOME

At-risk accounts addressed before renewal

Churn Prevention

Scores each account on usage, tickets and NPS, then recommends actions

OUTCOME

At-risk accounts addressed before renewal

QBR Prep

Builds the deck for every quarterly business review

OUTCOME

QBRs ready across the whole book of business

QBR Prep

Builds the deck for every quarterly business review

OUTCOME

QBRs ready across the whole book of business

Upsell and Cross-sell

Spots expansion signals and creates the opportunity in the CRM

OUTCOME

New revenue identified in your installed base

Upsell and Cross-sell

Spots expansion signals and creates the opportunity in the CRM

OUTCOME

New revenue identified in your installed base

Renewal Management

Prepares the file and the business case for every renewal

OUTCOME

No renewal handled at the last minute

Renewal Management

Prepares the file and the business case for every renewal

OUTCOME

No renewal handled at the last minute

Trusted by

  • XPerience

  • Actionable

A three-phase engagement, from audit to continuous improvement.

01

Audit

We look closely at your teams’ day-to-day and identify the agents that will free up the most time.

02

Integration and deployment

We connect the agents to your CRM and your tools, then test them with your teams before go-live.

03

Maintenance and continuous improvement

We track each agent’s performance and fine-tune it as your processes and tech stack evolve.

Let’s identify the agents that will have the biggest impact on your Customer Success team.

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