Score customer health across usage, support volume, NPS, renewal proximity, sponsor changes, and payment issues. Get a 0–100 risk score with a recommended action.
Exec-to-exec intro. Re-run discovery with the new sponsor this week.
Root-cause usage analysis: pull user-level data, identify top 3 lost-adoption users, run 30-min interviews. Rebuild adoption plan with CSM + power user.
Engineering escalation for top 3 tickets + weekly syncs for 4 weeks. Consider pausing renewal conversation until ticket volume drops below baseline.
Exec-to-exec intro within 14 days. Re-run a compressed discovery with new sponsor. Offer them a 'why this matters' memo they can share internally.
Personal call from CSM leadership within 7 days. 'We heard you' — fix top complaint with written commitment and 30/60/90 checkpoints.
Expand. Explore upsell, multi-year renewal, exec-sponsor intro.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Log emails, calls, meetings, notes, and tasks against contacts. Chronological timeline with type and owner filters. Team-shared.
Kanban sales pipeline across Prospecting → Qualified → Proposal → Negotiation → Closed. Drag to move stage, totals per column. Team-shared.
Score customer health across usage, support volume, NPS, renewal proximity, sponsor changes, and payment issues. Get a 0–100 risk score with a recommended action.
Exec-to-exec intro. Re-run discovery with the new sponsor this week.
Root-cause usage analysis: pull user-level data, identify top 3 lost-adoption users, run 30-min interviews. Rebuild adoption plan with CSM + power user.
Engineering escalation for top 3 tickets + weekly syncs for 4 weeks. Consider pausing renewal conversation until ticket volume drops below baseline.
Exec-to-exec intro within 14 days. Re-run a compressed discovery with new sponsor. Offer them a 'why this matters' memo they can share internally.
Personal call from CSM leadership within 7 days. 'We heard you' — fix top complaint with written commitment and 30/60/90 checkpoints.
Expand. Explore upsell, multi-year renewal, exec-sponsor intro.
Lightweight CRM contact book with tags, statuses, owners, sources, and notes. Search, filter, merge duplicates, CSV import/export. Team-shared.
Log emails, calls, meetings, notes, and tasks against contacts. Chronological timeline with type and owner filters. Team-shared.
Kanban sales pipeline across Prospecting → Qualified → Proposal → Negotiation → Closed. Drag to move stage, totals per column. Team-shared.