Customer Health Automation Playbook
A practical playbook to build customer health automation that flags risk, routes tasks, and helps teams stop churn. Includes rules, templates, and rollout steps.
Post‑Deal Automation: Boost Retention & Upsell
Post‑deal automation helps you onboard customers quickly, spot upsell opportunities, and prevent churn. This guide shows how to build a safe, observable system that works with your existing CRM.
Customer Success Automation Agents
Practical guide to customer success automation agents that speed onboarding, surface risk, suggest playbooks, and improve renewals so teams scale care.