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Health scores, onboarding, expansion signals and win-backs — one score per account, a draft ready to send.
The three the team asks for first, installed in its own systems. No call; every option is credited against the next for 30 days.
In the words a team uses for them. Every row is a standard blueprint: what arrives, what happens, who approves, a free template, and what it costs to have it installed or run for you.
| The work, as you describe it | The automation | Steps | From | Run for you |
|---|---|---|---|---|
| Customers hit their plan limit, work around it, and nobody offers the upgrade. | Expansion Opportunity Detection | 7 | $49 | $297/month |
| Our health score is a colour a CSM sets by feel at the quarterly review. | Customer Health Scoring | 8 | $49 | $297/month |
| New customers get the same five emails whether they finished setup on day one or never logged in. | Customer Onboarding | 8 | $49 | $247/month |
| Win-back is a 30%-off email to everyone who ever cancelled, twice a year. | Customer Win-Back | 7 | $49 | $197/month |
| Feedback arrives in a dozen places and is read in none of them systematically. | Customer Feedback Analysis | 8 | $49 | $247/month |
Every week, the accounts ready to buy more are ranked from their own usage, with an opener the CSM can send as is.
Every message a person sees is drafted, never sent, until that type of message has earned auto-send in the first weeks.
Proof
Real engagements; names, places and some numbers changed under NDA.
How a B2B project management platform used AI customer success agents to build predictive health scores, automate at-risk interventions, and improve NRR from 104% to 112%.
Customer Feedback AnalysisHow a peer-to-peer marketplace used an AI content moderation agent to review 2M+ monthly listings—catching prohibited items, scam patterns, and policy violations with 98% accuracy.
Customer Win-BackHow a project management SaaS with 15,000 users deployed an AI support agent that deflected 72% of tickets while maintaining a 4.6/5 customer satisfaction score.
Installed in the accounts the team already pays for. No new login; you own the result. A tool not listed is named in the order and confirmed by email before anything is installed.
FAQ
The 5 on this page — expansion opportunity detection, customer health scoring, customer onboarding, customer win-back, customer feedback analysis. Each is a standard blueprint with a free template; start with the one that eats the most hours, usually expansion opportunity detection.
Most often Google Sheets, Notion + Google Sheets. The automation is installed in the tools the team already pays for; you own the result, and there is nothing new to log into.
No call. Installed for you: $249 one-time, live within two working days of access, with a recorded walkthrough and 30 days of fixes. Run for you: a monthly subscription with setup and maintenance included. Not sure which process first: the free audit — a few questions, the plan in minutes.
Wherever money, a customer or an employee record is involved: an approval step is part of every blueprint on this page, and the first weeks run in approval mode — the automation drafts, a person confirms — until a message type has earned auto-send.
When one of the blueprint's custom conditions is you — usually a system without an API, a rule set nobody has written down, or volume that needs its own infrastructure. Custom builds start at $2,000, are scoped by email from the audit, and the package or the first month is credited against them.
Not sure which first?
Describe the work that repeats and answer a few one-tap details. The plan names the process to start with, one option, one price — on the page and in your inbox in minutes. No call.