See the at-risk accounts before the QBR does
Set Carly up to combine Zendesk ticket spikes, CSAT drops, and Salesforce renewal dates across your top 20 accounts every Monday — posted to #customer-success as a ranked digest with recommended CSM actions, before the QBR happens.
What Carly does
- 01 List the top-20 accounts by ARR from Salesforce
- 02 Pull ticket volume + CSAT scores per account (WoW)
- 03 Flag any account with ticket spike >100% or CSAT drop >1 point
- 04 Cross-reference renewal date — flag anything due within 60 days
- 05 Post a ranked digest to #customer-success with recommended CSM actions
At-risk accounts surface in time
The team sees churn signals two weeks before renewal, not two weeks after. CSM actions get prioritized on data — not on who's loudest in #general.
Email this to Carly to kick it off.
Hey Carly, Can you run a customer health digest for me every Monday at 8am ET? Pull our top 20 accounts by ARR from Salesforce. For each, get ticket volume + CSAT week-over-week from Zendesk, and the next renewal date. Flag anything with ticket spikes over 100% week-over-week, CSAT drops more than 1 point, or a renewal due within 60 days. Then rank the at-risk list and post a digest to #customer-success — what's happening per account, plus the one CSM action that would help most. Thanks!
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Carly schedules, researches, and briefs you—so you can focus on what matters.
See what people say
"Before Carly, I relied on a Calendly link, but the whole process felt impersonal and not very professional. Carly changed that by handling all the back-and-forth, so I'm no longer stuck in endless email threads trying to line up schedules.
Now Carly reaches out to candidates, shares my real-time availability, lets them pick a slot, then sends a Zoom link and drops it straight into my calendar. She sends reminders to both of us before each call, which has significantly reduced no-shows and last-minute confusion.
On top of scheduling, Carly acts like a full executive assistant, sending me my schedule the night before so I can prepare for each call. It reminds me of the old x.ai assistant, but Carly is noticeably smarter, faster, and better suited to my healthcare recruitment business."