PLATFORM DEMO — CUSTOMER SUCCESS

Quarterly review is due.
The platform builds the deck.

Health scores pulled, metrics compiled, strategic recommendations drafted, expansion opportunities identified — all assembled into a presentation-ready QBR before your Monday standup.

See the cascade →
INPUT
Quarterly Business Review due — Acme Corp Q1 2026
Source: CustomerIQ scheduled trigger Type: QBR preparation Scope: Full account review — 3 products deployed, 12-week engagement

The Cascade

Seven products. One continuous pipeline.

Each step feeds the next. No manual handoffs. No copy-paste between tools.

01
CustomerIQ 3 min
Parallel
health-monitor adoption-tracker

Pulls account health: adoption metrics across all deployed products, support ticket trends, feature usage patterns, NPS trajectory. Flags areas of strength and risk.

Output: Account health dashboard with trend analysis
02
Board Advisors 2 min
master-orchestrator

Strategic advisor reviews account trajectory and recommends talking points. CFO advisor calculates delivered ROI versus projected ROI. CMO advisor identifies case study potential.

Output: Strategic recommendations with ROI analysis
03
ContentStudio 3 min
content-creator

Assembles the QBR presentation: executive summary, health metrics, delivered outcomes vs. goals, product usage analytics, recommendations for next quarter. Brand voice enforcement on every slide.

⚠ Human reviews QBR deck before client presentation
Output: Presentation-ready QBR deck
04
SalesOS 2 min
trend-analyzer

Identifies expansion opportunities: which additional products map to stated but unaddressed pain points? Calculates potential uplift and generates expansion proposal talking points.

Output: Expansion opportunity brief with revenue projection
05
DocFlow 1 min

Compiles delivery metrics: features shipped, bugs resolved, uptime percentage, response time improvements, integration health. All sourced from actual system data — nothing manual.

Output: Delivery metrics report with evidence
06
ComplianceOS 1 min

Generates compliance status update: which frameworks are tracked, current control coverage, evidence collection status, any gaps flagged since last review.

Output: Compliance posture summary
07
Command Center Real-time

Aggregates everything into a single QBR prep view: health, recommendations, expansion, compliance, delivery metrics. One screen for the account manager before the call.

Output: Unified QBR preparation dashboard

What Each Team Gets

Four teams. Zero manual work.

Every output is produced automatically. Humans approve — they don't assemble.

🤝

Account Manager

  • ✓ Complete QBR deck, talking points, expansion brief, delivery evidence
📈

Sales

  • ✓ Expansion opportunity with revenue projection, upsell timing recommendation
🎯

Leadership

  • ✓ Account ROI analysis, case study candidate flag, portfolio health update
🛡️

Compliance

  • ✓ Audit-ready compliance summary per client
"A scheduled trigger produced a complete QBR — health analysis, ROI calculation, expansion strategy, compliance update, and a presentation-ready deck. Your account manager's prep time went from 6 hours to 15 minutes of review."
7 products activated
8 agents fired
1 approval gates
4 teams served

See this running for your accounts

60-minute discovery call. We'll walk through a live QBR cascade and show you every output.

Book a Discovery Call