For CSMs

A coach that knows your book, your numbers and your best quarters.

Your own coach spots what's changed in how your accounts are moving, gives you one habit to try, and shows you when it's working. It knows which renewals are coming up, so you know where your week should go.

NK
Today, Nadia
Tuesday · 4 renewals due in the next 90 days
Illustrative
Renewals on track5 of 7
2 accounts reach month 8 this month. Northwind and Brightway are due a renewal conversation.
Your coach

Your clients are hearing from you. The gap is how the calls end: 7 of your last 10 finished without an agreed next step. For two weeks, close every call with one next step and a date. I'll show you if it works.

Start this weekWhy this?
Before your 2pm with Brightway
On your last call they asked about adding a second team. Worth picking up before you talk renewal.

Feedback usually turns up at the quarterly review. By then the renewal's already wobbling.

And “talk to your clients more” doesn't help if you're already on every call. It's what happens on them that counts.

You had a great quarter last year. Do you know why? Most CSMs couldn't tell you.

Where you stand

Which renewals are on track, which need you, and what's coming up.

Help before a call

What matters about the account, and the question worth asking.

Your own progress

Measured against your own best quarters, not against each other.

“Is this my team lead keeping tabs on me?”

It works from what's already in the CRM, which your team lead can see today. If your company turns on call notes, the coach reads each call to pull out next steps. And there are no labels: you're ahead of target, on track or behind it. When the coach asks how you're doing, you choose what your team lead sees.

Book a demo

Want to see it on your team?

Book 20 minutes. We'll show you how it works, then look at where the gap is costing your team.

A walk-through with example data
Where your managers' time is going today
Whether a 90-day pilot on your own CRM makes sense

Book your demo

No spam, no pressure. We'll reply within 24 hours.