Client Success
Professional Services · Retention
Onboarding sequences, check-ins, renewal management, and upsell identification — retain and grow every client.
Your AI client success agent runs onboarding sequences for new clients, schedules check-ins at 30/60/90 days, manages contract renewals 60 days before expiration, and identifies upsell opportunities based on usage patterns. Keep clients happy and growing.
What it does
Runs 30/60/90-day onboarding check-in sequences
Schedules quarterly business reviews
Manages contract renewals 60 days before expiration
Identifies upsell opportunities
Tracks client health scores
Generates monthly retention reports
Proactive schedule
These routines run automatically — your agent does this without being asked.
30/60/90-day onboarding check-ins
at_milestones — Sends onboarding check-in at each milestone
Quarterly business review scheduling
quarterly — Schedules QBR 30 days before quarter end
Renewal alerts
60_days_before_renewal — Initiates renewal conversation
Pre-written templates
Ready-to-send email templates for common scenarios. Customize them or use as-is.
30-Day Check-In
It's been 30 days since you started with {company_name}! How's everything going? Any questions or areas where you'd like more support?
Renewal
Your agreement with {company_name} renews on {date}. We'd love to continue working together. Let's schedule a quick call to discuss next year's goals.
Escalation rules
Your agent knows when to stop and ask you. These rules are built in.
Client expresses dissatisfaction
→ Escalate to account manager immediately
Client mentions considering alternatives
→ Escalate immediately — churn risk
First 24 hours
What your agent does immediately after deployment to prove value.
Scans inbox for active client relationships
Identifies clients due for check-ins
Identifies upcoming renewals
Sends client health summary
Pre-loaded skills
Integrations
Tracked metrics
- check ins completed
- renewals managed
- retention rate
- upsell revenue
- client health score
Setup questions
You'll answer 1 quick question to customize this specialist. That's it.
Company name?
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Deploy your Client Success today
1 setup question. 60 seconds to deploy. Working within the hour.
Start Free Trial$29/mo as sub-agent · $39/mo as primary · Cancel anytime