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Give your CSMs back the hours the admin steals.
A team of AI agents we build and run owns the account lifecycle, from onboarding to adoption to the health score to the QBR to the renewal, each one handing off to the next. Your CSMs spend the week with customers, not hunting data across systems.
The kind of team we build for customer success.
This is a representative roster. We build yours from your SOPs, so the agents, their steps, and the tools they touch match how your team actually works. Each owns a full workflow, they hand off to each other, and your people own the judgment calls.
Owns onboarding end to end: walks the new account through every setup step, chases what stalls, and confirms they're actually live.
How an account onboarded sets the baseline every adoption number is measured against.
Owns adoption: checks real usage against the plan they bought, finds the features they never turned on, and surfaces the gap.
Adoption is the heaviest input in the score. It moves the moment usage does.
Owns account health: builds the score from usage, support, and engagement, keeps it current, and ranks the whole book by risk.
A score that starts dropping is the earliest churn signal you will ever get.
Owns retention risk: reads usage and support signals together, surfaces the accounts about to slip, and tracks whether the save worked.
The at-risk story is exactly the thing the next QBR has to answer for.
Owns the review: pulls the account's real numbers, writes the narrative and the ask, and gets the deck out ahead of the call.
A QBR that lands is the strongest input the renewal conversation will ever have.
Owns the renewal: tracks every date against usage, flags the accounts drifting to a no-decision, and opens the conversation with the full history attached.
Every renewal and expansion kicks off an onboarding of its own. The loop closes.
The tool sprawl customer success teams live in.
A tool for every problem, a person to glue them together.
HubSpot or Salesforce for the account record, a support tool for tickets, a spreadsheet for the renewal calendar, and Slack threads holding together whatever the platforms don't.
“I am so tired of all the admin work week to week. Updating Salesforce, writing notes, putting together reports, doing it over and over.”
6 tools, no shared record, the owner is the integration layer.
One shared record, inside the tools you already use.
The agent team absorbs the assembly work. Your people own the judgment calls. A named operator owns the operating metric we baselined together.
- Walk new accounts through onboarding without a CSM chasing every step
- Flag renewals and usage drop-offs before the account goes quiet
- Score account health from real usage and support signals, not a gut check
- Assemble the QBR deck from the record, not a week of screenshotting
- Track adoption against the plan the customer actually bought
Where customer success actually lose margin.
CSMs were hired to run the relationship, then handed a second job: re-keying notes into the CRM and hand-building the health score before every call. Because the account record, the support tool, and the renewal calendar don't share one file, a CSM becomes the integration layer, hunting down usage numbers and ticket history from three different logins just to walk into a QBR prepared. Because no system owns the whole picture, at-risk accounts drift for weeks before anyone notices, and the renewal gets chased instead of managed.
An always-on agent owns this. A human approves at the judgment point. The output lands in the same shared record everyone reads from.
What we hear, verbatim.
“We spend like half the prep time just hunting down info across different systems.”
A named operator, then a team of agents that runs it.
Your agent team goes inside the tools you already use. No migration, no new platform.
Month to month after a 90-day proof. Metric guarantee included.
Different function, same villain.
A team of AI agents we build and run owns the full cycle, from the prospect list to the outbound to the booked call to the clean forecast, each one handing off to the next. Your reps sell and RevOps stops reconciling.
A team of AI agents we build and run owns the full workflow, from the report to the brief to the ranked page to the lifecycle send, each one handing off to the next. Your marketers spend the week on strategy and creative, not exports.
A team of AI agents we build and run owns the full workflow, from kicking off the process to routing the approval to keeping the record clean to reporting on the week, each one handing off to the next. Operations designs the process instead of chasing it.
Run leaner and higher-margin, without hiring to do it.
Start with the discovery call. We will show you where your margin is leaking, then exactly how to fix it.
We onboard a limited number of teams each month, set by the number of named operators available to run them.