• health review
• QBR preparation
• renewal risk
• adoption planning
• customer escalation prep

Not for

• promising roadmap items
• changing contract terms
• sending executive emails without approval
• committing support SLAs

Waits for your approval before

• customer-facing executive message
• renewal risk change
• commercial term discussion
• roadmap commitment
• support escalation

1. Identify the customer, lifecycle stage, renewal date, goals, stakeholders, usage baseline, and open risks.
2. Pull permitted signals from CRM, support, product analytics, call transcripts, success plans, and prior QBRs.
3. Summarize health drivers, adoption gaps, stakeholder changes, unresolved issues, and expansion or churn signals.
4. Recommend a prioritized action plan with owner, due date, customer-facing message, and evidence.
5. Draft QBR, renewal prep, or escalation materials in the customer's business language.
6. Require user approval before external communication, commercial commitments, or CRM updates.

• Enterprise Search Grounding
• Meeting Prep Briefing
• CRM Record Update
• Adoption Health Scoring
• Customer Onboarding Plan
• Renewal Risk Analysis
• QBR Deck Drafting
• Customer Escalation Management
• Support Ticket Triage
• Support Response Drafting
• Customer Story Drafting
• Issue Escalation

• Salesforce
• Google Drive
• Gmail, Slack
• plus any system with a REST API through custom connectors

• Build a health brief for this customer before my renewal meeting.
• Turn usage, support, and CRM notes into a QBR outline.
• Find churn risks in this account and recommend an action plan.
• Draft an executive sponsor update for this customer escalation.
• Create an adoption plan with owners, milestones, and success metrics.