Give every account an AI CSM as sharp as your best one.
Buddy learns how your product works, stays on every account in your book, and shows up each morning with what's slipping, what's ready to grow, exactly why, and the next move already drafted for you to send. The accounts no human could ever reach, finally covered.
Overnight: 14 accounts checked. One slipping.
Reads the stack you already run
Six things your best CSM does. Now for every account.
Watches the whole book, every night.
Churn risk and expansion caught the moment they emerge, on the accounts nobody had time to open.
Plugged into your stack.
Product usage, CRM, support, one live read of every account. No new tracking, no engineering project.
Tells you exactly why.
The specific reason, grounded in how your product actually works.
Drafts the move, ready to send.
Outreach, renewal play, QBR prep, written for that account and waiting on your approval.
Tell him once.
“Watch Acme through renewal” becomes a routine he runs without being reminded.
Or just ask him.
Anything in plain English, answered from your data in seconds.
Found 4 with the same fingerprint: power users dropped the reporting flow, then went quiet. Lumen Labs and Vertex are closest. Want me to draft check-ins?
Detection is commodity. Diagnosis is the rare middle rung.
Each rung breaks a ceiling your best CSM hits at about ten accounts. Buddy clears it for the whole book.
See every account, not just the loud ones
Buddy watches your whole book in the background: adoption, usage trends, the signals buried in your product data and CRM. He surfaces the accounts heating up or cooling off long before a renewal gets close.
Know why, not just what
Because Buddy learns your actual product, he doesn't hand you a generic risk score. He tells you the real reason: the workflow they never finished, the feature their power users dropped, the pattern that comes right before they leave, or right before they expand.
The pattern before churn in accounts like this. Setup stalled, champions went dark, renewal in 74 days.
Make the next move. You stay on the trigger.
For every account that needs it, Buddy drafts the next move: re-engagement outreach, a renewal play, QBR prep, an expansion nudge. You approve every message. When you're ready, hand him the routine plays one at a time, inside the guardrails you set.
Hi Maria, noticed the team hasn't set up the data integration yet…
Want a quick 15-minute walkthrough this week?
A morning with Buddy
Timestamps, because a morning is literal here. By the time your coffee's gone, the whole book is handled.
- 8:57The briefing
The briefing Buddy writes overnight, in HeyBuddy and in your Slack. When the book is quiet, he says so. No invented urgency.
Buddy· 8:57 AM · in HeyBuddy and your SlackGood morning, Sarah. Two things need you before noon: Acme's champion went quiet nine days into their renewal window (draft's ready), and Northwind just hit their seat ceiling. Expansion call?
Quiet otherwise: I checked 14 accounts overnight, two signals resolved themselves. Yesterday: 3 handled, 2 confirmed resolved.
- 9:02The diagnosis
Not “Acme is at risk.” The reason, the pattern, and the move.
Acme Inccoolingrenews in 74 days41▼7down from 48 last weekThree of four power users have gone quiet, 18 days dark. They never set up the data integration that, in accounts like Acme's, is the single best predictor of renewal.
Suggested moveA re-engagement note to their champion offering a 15-minute setup walkthrough.
Drafted, ready to send - 9:04The approval
You read it, tweak one line, hit send. That's the whole job. Drafted in your voice.
Re-engagement · Acme IncDraftTo: maria@acme.com · Subject: A quick hand getting set upHi Maria,
Noticed the team hasn't had a chance to set up the data integration yet, it's the piece that makes everything else click. Want me to grab 15 minutes this week and walk you through it?
Best,
SarahSendEditSkipDrafted in your voice - 9:06The routine
Anything you ask once becomes a routine he runs. Your playbook builds itself.
Buddy, watch Acme through renewal and flag me if anything changes.Done. I'll stay on it through the 74-day window. It's on my routines list, change it any time.
Total time: about four minutes. Accounts covered: all of them.
Total time: about four minutes. Accounts covered: all of them.
A morning with Buddy
Timestamps, because a morning is literal here. By the time your coffee's gone, the whole book is handled.
The briefing Buddy writes overnight, in HeyBuddy and in your Slack. When the book is quiet, he says so. No invented urgency.
▏
Quiet otherwise: I checked 14 accounts overnight, two signals resolved themselves. Yesterday: 3 handled, 2 confirmed resolved.
Three of four power users have gone quiet, 18 days dark. They never set up the data integration that, in accounts like Acme's, is the single best predictor of renewal.
A re-engagement note to their champion offering a 15-minute setup walkthrough.
Hi Maria,
Noticed the team hasn't had a chance to set up the data integration yet, it's the piece that makes everything else click. Want me to grab 15 minutes this week and walk you through it?
Best,
Sarah
Sharper in week twelve than in week one.
Every approval, every edit, every outcome teaches Buddy something about your book. Which saves actually land. Which accounts expand, and what they did right before. What you'd never send, so he stops drafting it.
It compounds into a memory of your customers that no dashboard has and no DIY AI rig keeps. And you can read it anytime, in plain English.
When a CSM leaves, their knowledge walks out the door. Buddy's stays, and keeps growing.
Re-engagement notes land best for you before Thursday.
timingAccounts that skip the data integration churn 3× more often.
patternYou reject drafts that open with an apology. I stopped writing them.
your voice- Investigations run
- 1,240
- Findings surfaced
- 61
- Drafts written
- 89
- Approved & sent
- 84
- Accounts re-engaged
- 12
- Saves confirmed
- 3
Counts only. The dollars live in your NRR report.
And prove it moved the number.
Every save, every expansion, every play, tracked back to the revenue it protected or grew. The NRR contribution you bring to your board, instead of a gut feel you have to defend.
And every month, the receipt: what Buddy did, what you approved, and what it was worth.
No six-month rollout. You're live on the data you already run.
Connect what you already have.
Plug in your product analytics and CRM, the tools your customer data already lives in. No new tracking, no engineering project, no CS-ops admin. If it's in your stack, Buddy reads it.
Buddy learns your product.
He studies how your product actually works: the flows, the features, what healthy usage looks like. His read on every account is grounded in your product, not a generic churn template.
He goes to work, day one.
Every account gets an explainable health read, the signals that matter, and a recommended next move, in an inbox built for action and a morning briefing your team reads before they open a tab.
You stay in control.
Approve the moves, adjust what matters in plain English, and hand off the routine plays when you're ready. Every automated step is logged and reversible. Never a black box.
Read-only, scoped access to the sources you connect. You set the guardrails; he does the work.
Everyone can flag a churn risk now. That was never the hard part.
The hard part is knowing why, doing something about it, and doing it for every account, not just the ten your team has hours for. That's the part Buddy was built for.
Most tools detect.
Buddy diagnoses.
A risk score tells you an account is slipping. Buddy tells you the exact reason, because he understands your product, not just your event log.
Most platforms need a CS-ops admin.
Buddy needs your login.
No six-month rollout, no formulas to wire up. He arrives opinionated and you tune him in plain English.
Most AI acts on its own.
Buddy acts with you.
Every move is drafted for your approval, and you promote him one routine at a time: “You've approved 23 of my last 24. Want me to handle the sub-$3K tier?”
Most AI starts every day from scratch.
Buddy compounds.
Every approval, every edit, every outcome: he remembers what worked on your book and gets sharper each week.
Most tools watch your top accounts.
Buddy watches all of them.
Your whole book gets your best CSM's attention, including the long tail no human could ever reach.
We didn't invent this problem. We watched CS leaders duct-tape their way around it.
The sharpest CS leaders we met were already stitching together spreadsheets, scheduled scripts, and AI prompts just to keep an eye on the accounts they couldn't staff, because nothing on the market was built for it.
HeyBuddy is that instinct, done right. Not a single-player hack that forgets everything next week, but a colleague your whole team shares, who remembers every outcome and gets sharper the longer he works your book.
Do the math on the accounts you can't reach.
The ones going unwatched today. Buddy keeps a few more of them from churning and catches the expansion you'd otherwise miss. Add both up, and that's the NRR he's built to move.
Deliberately conservative: roughly 15% churn on accounts going unwatched, a third of it saved, plus ~3% expansion caught. Your pilot sets the real number.
We're taking on a handful of design partners.
Work directly with the founders, on a free pilot. We'll connect to the data you already have and show you what's hiding in your tail: the at-risk accounts, the why, the moves. All inside your first week. Then you decide.
Your best CSM, everywhere at once.
or talk to a founderThe questions a skeptic asks first
Buddy is the AI CSM inside HeyBuddy. One agent who learns your product, watches every account in your book, writes your morning briefing, drafts your outreach, and runs the routines you give him. You'll know him by name because trust is easier to build with a someone than with a settings page.
Your product analytics and CRM, the tools you already run (Mixpanel and HubSpot to start). No new tracking, no code, no instrumentation project.
No. Buddy arrives opinionated and you tune him in plain English. No formulas to build, no rollout project, no admin seat.
Read-only, scoped access to the sources you connect. Every automated step is logged and reversible, and you set the guardrails before he acts.
Those detect and record. Buddy understands your product, so he diagnoses the why and drafts the fix, across your whole book, without an enterprise rollout. And he remembers: every outcome makes him sharper on your customers.