Built for the CSM who refuses to be surprised at renewal.
Companion monitors account health continuously, surfaces expansion plays, and assembles QBRs on demand — so the renewal call confirms what you already knew, and growth comes from inside the book.
What every csm we've talked to already knows.
A handoff at closed-won that's missing half the context you need.
Account health that lives in your gut, not in data.
Expansion opportunities you spot too late, or not at all.
QBR prep that eats two days per quarter, per account.
Churn surprises in the renewal call that should have been visible 90 days earlier.
The features that move the metric.
Closed-won handoff capture
Every successful handoff includes the success criteria, the stakeholders, the commitments, the objections that almost killed it. You start the relationship knowing the whole story.
Account health, continuously
Usage, engagement, sentiment, exec-level activity — synthesized into a health score that's grounded in signal, not optimism.
Expansion play surfacing
When a customer's usage pattern matches a known expansion path — when a new stakeholder shows up, when a feature gets adopted — the play surfaces with the talking points and the routing.
QBR auto-assembly
The deck — usage, value delivered, roadmap alignment, stakeholder map, asks — assembled per account, refreshed continuously. Two-day prep becomes a 20-minute review.
What the week looks like, with the Companion on.
Three accounts in your book flagged this week — one for an expansion signal, two for early churn risk. The expansion one has a new VP who matches the buyer profile and is requesting a deeper feature; you have a play queued by 10 AM.
The two at-risk accounts get worked Tuesday — not in October when the renewal call goes sideways. Net revenue retention this quarter is 118% because the system saw it coming and you got to act on it.
Targets we build the CSM Companion to hit.
Net revenue retention: +14 points
QBR prep time: from 16 hours to 2
Churn surprises: -90%
Targets are directional benchmarks from elite-sales-department patterns. Final numbers depend on your motion, stack, and starting point — and we agree to them in the build engagement.
Same product. Configured to the seat next to yours.
Show us how your csms actually work today.
30 minutes. We'll tell you whether Sales Companion is the right fit — and what the build looks like if it is.