Keep the relationships.
Hand Buddy the rest.
Buddy watches every account in your book, works the follow-ups and preps the meetings, so your post-sales team spends the week with customers.
The relationship is the job. Everything around it is Buddy’s.
“Customers don’t stay just because someone cares about them. They stay because their CSM knows who they are, knows their exact problem, and is the right person to solve it. Buddy takes the backlog, so your people have the time to be that person.”
DanaCut churn. Grow revenue. Scale the team you have.
Catch the wobble before the cancellation.
Buddy reads every account every night. When a champion goes quiet or usage slips, he has worked out why and drafted the note before anyone would have noticed.
- Every account read nightly
- The why, not just a red score
- A drafted next step, in your voice
- Maya went quietAug 13
- Buddy reached outAug 27
- Maya repliedSep 10
“Thanks Dana, good timing. Can we walk our new admin through setup on Thursday?”
Every account, worked while you sleep.
Not a campaign sent to everyone. Buddy reads each account on its own, opens a case when one doesn’t add up, and works it like a person would, until it’s solved or it needs you.
Starts with your data. Sharper with everything you add.
Connect the data sources you already have. Each kind brings new measures into health and new plays he can run; one you don’t have is left out of the score, not counted against it. Here is what each one told him about one account. Click a source to jump to it.
First, meet Priya Anand before the renewalMore time with customers. Less on everything else.
Prepped before
every meeting
A one-page brief waits before each call: what changed in usage, where health stands and why, the risks, and the ask. Built from every source he reads, not the last time someone remembered to update a slide.
Waiting before the call, on the account and on Today.
- 1Ops and Finance both asked for seats: lead with expansion
- 2The two dashboards Raj’s team opens every morning
- 3Renewal in 94 days: agree the success plan today
Follow-ups that sound
like your team
He writes the way your team writes, from their own inbox, and learns from every edit. Each play has your rule on it: suggest, draft for your OK, or send.
Every note on the account, with why it went out.
Dana’s voiceI just wanted to check in and see how things are going. Anything blocking the team, or want a hand with the new reports before we meet on the 28th?
Dana
Renewals seen
while there’s time
The next 90 days in one line each: who is on track, who has gone quiet, who lost their champion, and what he has already done about it.
Flagged weeks out, not the week of.
- Gridpoint LabsIn 30 days · Order form sent, signature due Feb 4On track
- Tessera StudioIn 34 days · Nudge drafted for Dana to sendChampion quiet
- Harbor AnalyticsIn 61 days · New owner Priya Anand found, intro bookedChampion left
- Castellan GroupIn 88 days · Success plan checked, exec note draftedOn track
- 1Ops and Finance both asked for seats: lead with expansion
- 2The two dashboards Raj’s team opens every morning
- 3Renewal in 94 days: agree the success plan today
Dana’s voiceI just wanted to check in and see how things are going. Anything blocking the team, or want a hand with the new reports before we meet on the 28th?
Dana
- Gridpoint LabsIn 30 days · Order form sent, signature due Feb 4On track
- Tessera StudioIn 34 days · Nudge drafted for Dana to sendChampion quiet
- Harbor AnalyticsIn 61 days · New owner Priya Anand found, intro bookedChampion left
- Castellan GroupIn 88 days · Success plan checked, exec note draftedOn track