AI Customer Success Stack
AI Customer Success Stack brings together AI Customer Onboarding Agent, AI Customer Health Score, AI Churn Prevention and AI QBR Generator for subscription businesses, delivered as one project with one intake.
Discount rounded to the nearest $100. Savings are calculated from current component prices, not claimed.
What is included
Each product below is also sold on its own; this bundle delivers all of them as one project at the discounted price on the right.
Problems this solves
New customers stall during setup and never reach first value
The AI Customer Onboarding Agent guides new accounts through setup steps and nudges them when progress stops. CSMs can see who is stuck and step in with a call.
Churn risk shows up only when the cancellation email arrives
AI Customer Health Score rates each account using signals you agree, such as usage or support tickets. Falling scores pass to AI Churn Prevention, which drafts outreach for CSM review.
CSMs lose whole days building quarterly business review decks
The AI QBR Generator prepares business review material from account data and health history. CSMs edit and present it, rather than collecting figures from several systems first.
Outreach to at-risk accounts varies widely from one CSM to another
AI Churn Prevention drafts outreach based on each account's signals, and your CSMs review every message before it is sent. The whole team starts from the same agreed approach.
How the 4 work together
These run as one system: each product keeps doing its own job, and this bundle delivers them together as a single project with a single intake.
Shown in the order components are delivered. Detailed cross-product sequencing copy is added in a later phase.
One intake for all 4
Send everything on your checklist, including access, within 72 hours of ordering so your build starts on time.
Not included
What you receive at handover
- AI Customer Onboarding Agent, AI Customer Health Score, AI Churn Prevention and AI QBR Generator, each configured and deployed
- Health score rules built on the signals you agree
- Cross-product workflow configuration with up to three handoffs and CSM review on outreach
- A combined test report covering each product's tests plus 20 cross-product scenarios
- A combined admin guide and a written handover report
- 30 days of post-launch support
Expected benefits and how to measure them
- Can help new accounts get set up and active sooner.
- Helps CSMs act on risk well before renewal talks.
- Makes QBR preparation quicker and more consistent.
- Time to activation
- Measure days from contract to your agreed activation milestone, from product or CRM data, for cohorts before and after launch.
- Renewal rate
- Compare renewals against accounts due, from your billing or CRM system, for the two quarters before and after launch.
- QBR prep time
- Ask CSMs to log hours spent preparing each QBR for a month before launch and a month after.
Before you start: Record current activation times, the last two quarters' renewal figures and how long one QBR takes to prepare. List the signals you already treat as warning signs.
These are things to track, not promised results. Outcomes depend on your data, your team and your market.
Questions about this product
What signals does the account health score use?
Usage, support, billing and sentiment signals, from up to three read-only data sources. You decide at intake which signals matter and how much each counts, so the score reflects how your customers actually behave. The score and its reasons appear on your chosen channel: email, Slack or a web dashboard.
Do churn workflows contact customers without asking?
No. AI Churn Prevention runs the retention workflow you define for each account state, but customer-facing outreach waits for a CSM's review. Internal steps, such as alerting the account owner or adding a task, can run without review if you choose that at intake.
How does the customer success bundle price compare with separate purchases?
Bought as a bundle, the four products cost 15 percent less than buying them one by one, and the price panel shows both totals before you pay. You also complete one intake instead of four, and the products arrive connected, so stalled onboarding feeds the health score and a falling score starts a churn workflow.
What format do the QBR decks come in?
The format you choose at intake, delivered to one destination such as a shared drive. The AI QBR Generator supports up to three output formats in one pipeline, and follows a past QBR or the section list you give us. CSMs edit the draft before it is shared with the customer.
Can the onboarding agent work inside our product?
It works on one channel, chosen at intake, such as email or your in-app messaging tool if it offers API access. It reads setup progress from your data and nudges customers who stall. Adding a second channel later comes through a channel add-on or a Change Quote.
Who owns the customer success playbooks after launch?
You do. The playbooks are written from your rules at intake, documented in the combined admin guide and explained in the written handover report. Your CS lead can change who acts on each state. Larger changes to the logic fit inside the monthly change hours that come with maintenance.