SignalAdmin set up the workspace. No second user in 30 days.
PlayAn invite-the-team nudge, from the onboarding owner.
Retention and expansion consulting & implementation for B2B software companies
Grow revenue from the customers you already have.
Build AI-enabled onboarding, customer success, and account management with experienced operators alongside your team.
Talk to a founder →
Thirty minutes on your systems and data. Leave with at least one play for a real account.
On the account in your CRMNorthstar Labs
- Owner
- J. Reyes
- Plan
- $12,000 / yr
- Checked
- this week
- Evidence
- One department uses the product every week.Product usage
- Notes from the last QBR mention a second team doing the same job by hand.CRM
- A support thread asks how to add users from that team.Support
- Comparable customers with both teams on the product pay $18,000.Billing
- Suggested action
Champion-led rollout to the second team
A rollout conversation led by the existing champion, with a short video to share internally. A sponsor conversation only if budget is the blocker.- Decision
- Your team
Cover more accounts.Care more about each one.
Turn the data you have into a clear next play for each account. Then check what changed after the play ran.
What you get
Three things you keep, each useful on its own. And if you want, we run it with you.
Your playbook.
What good looks like for each kind of customer, at each stage, and the plays to get each account there. In your voice, with the evidence and assumptions made clear.
Useful on its own. Your team can work from it the day it's approved.
Your systems, set up to power it.
A tracking plan for the product data the playbook needs, and your analytics, support tool and CRM configured so the right signals are available in the right systems.
Useful on its own. The signals live in your tools whether anything reads them automatically or not.
The workflows to run it.
Account reviews, plays and reports for owners and sales are written down step by step. Each workflow names its tools, data and owner, and what it produces.
Written for your team – or your own agents – to run.
Optional
See how it works →We run it with you.
We run those workflows on schedule and keep the playbook current. Every account in scope gets reviewed, with the next play in your CRM. Your team works in the tools it already uses. Nothing new to log into.
What the work looks like
Bryce AnalyticsNew · 30 days Onboarding and activation
Help new customers get value sooner, so the business you win becomes business you keep.
FennickSingle team SignalAsked support about reporting twice. Has never opened it.PlayA short walkthrough of reporting, sent by the CSM.Product adoption
Help customers use the capabilities that matter to them, giving them reasons to renew and expand.
Northstar LabsMulti-department SignalA second department is doing the same job by hand, per CRM notes and a support thread.PlayA rollout conversation, led by the existing champion.Account expansion
Grow revenue through additional teams, use cases, and upgrades that match what customers need.
Orrin HealthSingle team SignalWeekly use halved over four weeks. Renewal in 90 days.PlayA check-in from the account owner, before the renewal conversation.Customer health and retention
Spot where customers need a hand early, so they keep getting value and renew.
The relationships are yours.The legwork is ours.
Your team sets the rules: which plays run on their own, which wait for a person, and the limits on both. Anything outside those rules goes to a person. We handle the analysis and implementation to help you cover more accounts with less manual checking.
Ours
The recurring work, done on schedule:
- Check every account in scope, on schedule
- Spot what changed, and why it matters
- Pull usage, support and CRM context together
- Draft the next play in your voice
- Run the plays your team has said can run alone
- Put the evidence and the task on the account record
Yours
The judgment, and every customer relationship:
- Decide what good looks like
- Set which plays run alone and which wait for a person
- Earn the champion's trust
- Read the politics behind a renewal
- Have the expansion conversation
- Own the customer relationship. Nobody from Accoil contacts your customers.
Two ways to work with us
You run it.
We write the playbook with your team, set up your systems so the right signals are available, and hand over the workflows. Your team, or your own agents, runs them from there.
We run it with you.
We run the workflows on schedule. Every account in scope gets reviewed, the next plays land on the account record, and we keep the playbook current as your product changes.
Start where it matters. Build from there.
Together, we prioritize opportunities by their impact on customer revenue. You choose where to start.