Sidekicks
Flows
Customer Account Planning
Turn scattered customer data into clear action plans – so your team grows accounts faster.
From signal to strategy
Customer intelligence is everywhere – from CRM and support tickets to granular usage data. Flows and Sidekicks bring it together and surface what teams should do next, before the opportunity window closes.
Slides
Docs
See the full picture across every account – health, risk, and opportunity surfaced automatically
Scale what works – with recommended, proven strategies tailored to each account
Give leadership real-time visibility, with live views that update as work progresses
See the difference
2
weeks earlier visibility on at-risk accounts, on average
2
weeks earlier visibility on at-risk accounts, on average
2
weeks earlier visibility on at-risk accounts, on average
2
weeks earlier visibility on at-risk accounts, on average
2
hours for an account plan, cut from 1 day
2
hours for an account plan, cut from 1 day
2
hours for an account plan, cut from 1 day
2
hours for an account plan, cut from 1 day
"Knowing which accounts are at risk early has completely changed how we think about account planning. We're able to reach out proactively before any issues escalate."
Customer Success Director
B2B SaaS
How it works
See how collaborative AI Workflows turn customer data into proactive account strategies, ready to act on.
1
Bring in customer data – from CRM and usage data to call transcripts or support tickets – and let Flows assess account health holistically.
2
Generate risk and opportunity tables, workflow diagrams and outreach comms – reflective of the context provided, and updating as accounts evolve.
3
Let Sidekicks reference your playbooks, and suggest tailored strategies for each account.
How it works
See how collaborative AI Workflows turn customer data into proactive account strategies, ready to act on.
1
Bring in customer data – from CRM and usage data to call transcripts or support tickets – and let Flows assess account health holistically.
2
Generate risk and opportunity tables, workflow diagrams and outreach comms – reflective of the context provided, and updating as accounts evolve.
3
Let Sidekicks reference your playbooks, and suggest tailored strategies for each account.
How it works
See how collaborative AI Workflows turn customer data into proactive account strategies, ready to act on.
1
Bring in customer data – from CRM and usage data to call transcripts or support tickets – and let Flows assess account health holistically.
2
Generate risk and opportunity tables, workflow diagrams and outreach comms – reflective of the context provided, and updating as accounts evolve.
3
Let Sidekicks reference your playbooks, and suggest tailored strategies for each account.
How it works
See how collaborative AI Workflows turn customer data into proactive account strategies, ready to act on.
1
Bring in customer data – from CRM and usage data to call transcripts or support tickets – and let Flows assess account health holistically.
2
Generate risk and opportunity tables, workflow diagrams and outreach comms – reflective of the context provided, and updating as accounts evolve.
3
Let Sidekicks reference your playbooks, and suggest tailored strategies for each account.
Related Workflows
Service Blueprints
Turn customer insights into service blueprints that teams can align on in a single session – and optimize experiences with confidence.
Service Blueprints
Turn customer insights into service blueprints that teams can align on in a single session – and optimize experiences with confidence.
Service Blueprints
Turn customer insights into service blueprints that teams can align on in a single session – and optimize experiences with confidence.
Service Blueprints
Turn customer insights into service blueprints that teams can align on in a single session – and optimize experiences with confidence.
Service Blueprints
Turn customer insights into service blueprints that teams can align on in a single session – and optimize experiences with confidence.
Service Blueprints
Turn customer insights into service blueprints that teams can align on in a single session – and optimize experiences with confidence.
Planning & Strategy
Turn planning workshops into aligned OKRs and traction dashboards – without weeks of follow-up.
Planning & Strategy
Turn planning workshops into aligned OKRs and traction dashboards – without weeks of follow-up.
Planning & Strategy
Turn planning workshops into aligned OKRs and traction dashboards – without weeks of follow-up.
Planning & Strategy
Turn planning workshops into aligned OKRs and traction dashboards – without weeks of follow-up.
Planning & Strategy
Turn planning workshops into aligned OKRs and traction dashboards – without weeks of follow-up.
Planning & Strategy
Turn planning workshops into aligned OKRs and traction dashboards – without weeks of follow-up.
Research Synthesis
Replace hours of manual analysis with crisp and clear insights in minutes, to make confident decisions faster.
Research Synthesis
Replace hours of manual analysis with crisp and clear insights in minutes, to make confident decisions faster.
Research Synthesis
Replace hours of manual analysis with crisp and clear insights in minutes, to make confident decisions faster.
Research Synthesis
Replace hours of manual analysis with crisp and clear insights in minutes, to make confident decisions faster.
Research Synthesis
Replace hours of manual analysis with crisp and clear insights in minutes, to make confident decisions faster.
Research Synthesis
Replace hours of manual analysis with crisp and clear insights in minutes, to make confident decisions faster.
Product
Solutions
Resources
Company
Plans and Pricing
Product
Solutions
Resources
Company
Plans and Pricing
Product
Solutions
Resources
Company
Plans and Pricing
Product
Solutions
Resources
Company
Plans and Pricing