Kill the Check-In Call
Your 15-person CS team becomes 4 strategic CSMs + Assista.
Customer Success teams spend 80% of their time on reactive check-ins, manual health scoring, onboarding checklists, and chasing renewals. A 15-person team costs $1-1.8M/year. Meanwhile, churn signals hide in usage data, support tickets, and billing patterns that humans can't monitor at scale.
The solution
Monitors product usage, support ticket volume, and billing patterns to generate real-time health scores
Navigator browses analytics dashboards (Mixpanel, PostHog, Amplitude) to pull engagement data
Auto-sends personalized onboarding sequences via Gmail based on activation milestones
Flags at-risk accounts in #customer-success Slack channel with churn signals and recommended actions
Generates QBR decks in sandbox using customer data from CRM, usage stats, and support history
Triggers expansion plays: identifies upsell signals and drafts proposals for CSM review
Knowledge base loaded with onboarding playbooks, health score criteria, and renewal frameworks
Tracks renewal dates in Airtable/Google Sheets and starts outreach 90 days before expiration
This is already happening
AI-driven CS reduces churn by 15-30% and increases net revenue retention by 10-20 points.
GainsightAutomated health scoring catches 3x more at-risk accounts than manual CSM reviews.
TotangoCompanies using AI for customer retention see 25% lower churn and 20% higher expansion revenue.
McKinseyAssista connects to your stack
Common questions
Automate your customer success
15 CSMs to 4 strategic CSMs. $700K-1.3M/year in savings. Start free today.