The numbers you answer for.
Churn, renewals and onboarding, measured on the same score your CSMs work every day.
Reduce churn
Catch the slip while the account is still yours.
SuccessOS reads usage, WhatsApp engagement, billing and sentiment as they land. The moment an account crosses a threshold, its CSM knows and the save play starts.
−31% preventable churn after two quarters
- Early-warning alerts on every health dip
- Save plays triggered automatically
- One at-risk watchlist across the team
Drive renewals
No renewal arrives as a surprise.
Renewal confidence and revenue at risk forecast every renewal in the book. The team walks into each call prepared, and leadership reads the quarter before it lands.
+14% gross revenue retention after two quarters
- A renewal call on every account
- Committed and at-risk revenue side by side
- Rollups by CSM, team lead and segment
Scale onboarding
Every account reaches value on the same path.
Onboarding runs on WhatsApp playbooks and assigned tasks. Time to value stops depending on which CSM an account happens to get.
9 h saved per CSM, every week
- Staged onboarding with day targets
- Tasks assigned at every stage
- WhatsApp check-ins from ready templates
Reports that turn your customer base into a forecast.
Every report drills from a headline number down to the accounts behind it.
Onboarding
See where new customers stall on the way to live.
Every signed account moves through a three-stage onboarding journey, with day targets and activation gates your admins set. Pass rates and drop-offs expose a slipping cohort weeks before it shows up in retention.
- Stage pass rates with drop-off counts
- Median time to live against your SLA
- Every stage drills into its accounts
Renewals
Walk into every quarter knowing what renews.
Renewal confidence per account rolls into a forecast by quarter, with committed revenue split from revenue at risk. The board sees the same number your CSMs are working.
- Renewal confidence on every account
- Committed and at-risk ARR by quarter
- Gross and net retention over time
Expansion
Prove the book is growing.
A bridge from starting to ending ARR sets expansion, contraction and churn side by side, so net revenue retention becomes a number you can defend. It shows which segments and CSMs drive upsell, and where ARR is leaking.
- Net revenue retention bridge, period over period
- Expansion ARR and seat growth by segment
- Upsell pipeline tied to account health
Risk
Find the exposure before it becomes churn.
The whole book, plotted by health, with the revenue concentrated in the at-risk tail. CSMs see who is slipping and what it is worth, then launch the save play from the same list.
- Health distribution across the full book
- Exposure ranked by the revenue at stake
- Save plays launched from the at-risk list
Every seat reads the same book.
| Seat | What they see | What they do with it |
|---|---|---|
| Customer success managers | A prioritized list of accounts, with context already gathered from CRM and WhatsApp | Run the next action from the same screen |
| Team leads | Health and renewal rollups by pod and CSM | Coach where risk concentrates and rebalance books early |
| Executives | Gross retention, revenue at risk and renewal confidence | Take one trusted number to the board |
The results, two quarters in.
- +14% gross revenue retention after two quarters
- −31% preventable churn after two quarters
- 9 h saved per CSM, every week
- 91% average renewal confidence across customer books
Start with the number you answer for.
Tell us which metric matters most and we build the demo around it.