CONTROL.
Built to move NRR.
A CS operating system that connects your signals, automates your actions, and turns your existing team into a growth engine. No new tools. No new headcount. In 8 weeks.
Start a pilotSignal. Logic. Action.
Most CS teams have data. What they're missing is the layer between data and action — the logic that tells a CSM what to do, when, and with what. That's what CONTROL builds.
Map your signals
We identify where your customer data lives — CRM, usage data, support tickets, NPS — and connect the sources that matter.
Build the logic
Scoring rules, trigger conditions, segment definitions. Who is at risk. Who is ready to expand. What the threshold is for action.
Automate the action
Pre-drafted emails, task creation, playbook routing, meeting prep — delivered to the right CSM before they even open the account.
Track what moves
Every pilot is tied to a measurable outcome. We define success upfront — and track it from go-live.
Choose your entry point.
Each pilot is a standalone engagement. Start with one, expand from there.
Onboarding Tracker
Structured onboarding built into your CRM. Every new customer gets a personalized path, guided milestones, and automated alerts when they fall behind.
- Personalized onboarding journeys per customer segment
- Guided setup with milestone logic and progress tracking
- Automated task alerts and CSM notifications
- Progress board visible to team and leadership
Customer Intelligence Brief
Before every customer meeting, your CSM has a fully prepared briefing — automatically generated. Key stats, live SWOT, updated success plan. No manual prep.
- Auto-generated pre-meeting brief per account
- Key stats: health score, usage, open risks, recent activity
- Automated SWOT based on live account signals
- Success plan pulled and updated before every call
Retention & Expansion Signal-to-Action
Connect your scattered signals into one clear picture: who is at risk, who is ready to expand — and what to do about it, automatically.
- Mapping of existing signal sources across your stack
- Scoring logic for retention risk and expansion readiness
- Automated CSM prioritization based on live signals
- Pre-drafted outreach per segment — ready before the CSM acts
What you're probably wondering.
CONTROL is built to work inside your existing setup — whether that's HubSpot, Salesforce, Planhat, or another CRM. We assess your stack in week one and build accordingly. No migration required.
Minimal. We need 2–3 hours in week one to understand your setup, and brief check-ins during the build phase. Your team isn't doing the work — we are.
You get full documentation, a working system, and a clear action framework. You own everything. There's no ongoing dependency on us — though most clients choose to expand into the next pilot.
Especially for you. CONTROL is designed for teams where bandwidth is the constraint — where CSMs are stretched and every hour needs to count. The smaller the team, the higher the impact.
Ready to see if CONTROL
fits your setup?
30 minutes. No sales pitch. We look at your current stack and tell you honestly which pilot makes the most sense — and what you can expect from it.
Book a callOr write directly: [email protected]