ii · Customer Success

Know which
customers need you,
before they tell you.

An AI-native intelligence layer for B2B customer success teams. ZenSuccess monitors health signals across every account, surfaces at-risk customers weeks before the problem becomes visible, and hands your CSMs the intelligence to act, in place of more data to review.

Works across Product/SaaS · Consulting/Services · Plugs onto your existing CS stack

02 · THE SHIFT

CS is a measurement layer.
Measured at every stage.

A. What your CSMs tell you
B. What ZenSuccess puts on their screen

"We find out a customer is leaving in the QBR. By then we have two weeks to save it."

Late risk discovery

Health scoring surfaces risk 30–60 days earlier, with the next best action already queued for the CSM.

Risk detection · Routing

"Our renewal forecast is built on CSM opinion. Nobody can show the data behind it."

Opinion forecast

Renewal confidence built on a composite health score, usage signal and ROI evidence. Walk into the call with proof.

Renewal intelligence

"Expansion happens when the customer asks. We are reactive, not proactive."

Reactive expansion

Expansion signals fire when timing is right. 6.2× lift on signal-led upsell and cross-sell plays.

Expansion plays
03 · THE LAYERS

Five layers. Two CS models.

Product/SaaS and Consulting/Services engagements have fundamentally different success drivers. ZenSuccess applies the right framework for each, automatically. Each layer is independently deployable.

01
Onboarding & Adoption

First value, fast.

Time-to-first-value, seat activation rate, integration health, power-user growth. For Services, stakeholder alignment, scope completeness and milestone tracking. Whichever model fits the account.

Time-to-first-value Seat activation Milestone tracking
30d to first measurable value For: CSM · Onboarding Lead
02
Continuous Health Scoring

Five factors, scored daily.

Composite health across Usage/Delivery, Relationship, Financial, Support and Market signals. Updated daily across the entire portfolio. The score reflects the truth, not the last QBR.

Composite score Portfolio dashboard Trend detection
5× health factors monitored, every account For: VP CS · CSM
03
Risk Detection & Intervention

Catch churn 30–60 days early.

Champion departure (LinkedIn-detected), usage drop >25%, support escalation patterns, sponsor change at the client. Risk surfaced weeks before it becomes a renewal problem, with intervention plays attached.

Churn prediction Champion movement Intervention plays
30–60d earlier than the QBR would surface it For: VP CS · CSM · CRO
04
Renewal Intelligence

Walk in with evidence.

90-day renewal runway. ROI documented and ready for the conversation. Composite health score updated daily. Expansion readiness signalled when the timing is right. No more opinion-based forecasting.

ROI evidence 90-day runway Confidence scoring
+20% renewal rate from signal-based runway For: CSM · Renewal Mgr · CRO
05
Expansion & Advocacy

Upsell when timing is right.

Expansion signals triggered by behavioural change: new use cases, seat growth indicators, advocacy formation, multi-thread depth across the account. Signal-led upsell instead of reactive.

Expansion signals Advocacy growth Multi-thread
6.2× expansion lift from signal-led plays For: Account Mgr · CSM · CRO
Take all five layers, or start with the one that matters most. Plugs onto Gainsight, ChurnZero, Salesforce, HubSpot, Totango or runs standalone.
04 · HOW IT FLOWS

From product, support and market to the next best action.

Five sources flow in. The engine scores health daily, detects risk early and proposes the intervention. Four outputs land where your CS team already works.

Sources in 5 fed
01
Product / SaaS
Login · DAU/MAU · feature adoption · APIs
02
Support & service
Tickets · escalation · sentiment · NPS
03
Your CRM
Contracts · contacts · communication
04
Champion tracking
LinkedIn moves · role changes · hiring
05
Market signals
Funding · M&A · layoffs · industry
ZenSuccess Engine Live

Ingest. Score.
Detect. Surface.

01
Ingest signals
02
Score health
03
Detect risk
04
Surface action
Action out 4 routed
01
Health dashboard
Every account · portfolio view · daily
02
Risk alerts
Pushed to CSM · Slack · email
03
Renewal briefs
Composite health · ROI evidence ready
04
Expansion plays
Upsell timing · signal-led prompts
05 · FROM EACH CHAIR

The same intelligence layer. A different view from every CS chair.

One platform that pays back differently depending on where you sit in the customer success organisation.

VP Customer Success

CS leader
Today

You manage a portfolio through weekly CSM calls and spreadsheet health trackers. By the time risk surfaces, you have 2–3 weeks to act.

With ZenSuccess

Portfolio health dashboard updated daily. At-risk accounts surfaced 30–60 days early. Renewal pipeline tracked with signal-based confidence scores.

+20% renewal rate · 40% less time in status reviews

CSM / Account Manager

In the account daily
Today

Renewal comes up and you scramble for context. Was the account engaged this quarter? Did anyone flag the usage drop? You find out in the QBR what you should have known weeks ago.

With ZenSuccess

Open the account, see the health score, risk flags, engagement timeline and the AI-proposed next best action. Walk into every QBR prepared.

25% churn reduction · 60% less account research

CRO / CFO / Board

The forecast call
Today

Renewal forecast built on CSM opinion. Expansion pipeline relies on reps spotting opportunities. Churn is discovered at renewal.

With ZenSuccess

Signal-based renewal confidence. Expansion pipeline built on detected signals. One dashboard for the CSM, the CS leader and the board.

6.2× expansion lift · 15–20% forecast accuracy gain

Onboarding Lead

First 30 days
Today

Onboarding looks busy and engaged, then the account ghosts you at month two. You realise it was never really activated.

With ZenSuccess

Time-to-first-value tracked per account. Seat activation, integration health and power-user growth visible from day one. Catch stalls in week two.

+35% activation velocity · 100% TTV visibility

Renewal Manager

90-day runway
Today

You walk into renewal without evidence. ROI is anecdotal. Risk is unclear. The customer holds the conversation.

With ZenSuccess

Renewal brief auto-generated 90 days out. Composite health, ROI evidence, expansion readiness, all in one place. You walk in with the case made.

+20% renewal rate · 90d signal runway

Sales → CS Handover

Cross-functional
Today

Sales closes, CS inherits. Context is lost. The first 30 days are spent re-discovering what the rep already knew.

With ZenSuccess

Account intelligence flows straight from the sales cycle into CS. Promises made are visible. Champions are mapped. CSM starts at week zero.

0d gap between sales close and CS engagement
06 · OUTCOMES

Reported against your baseline.

Measured weekly
01

25%

Churn reduction

Preventable churn detected 30–60 days before renewal when CS is measured continuously.

02

+20%

Renewal rate

Signal-based 90-day renewal intelligence with health evidence and risk context always ready.

03

6.2×

Expansion lift

Expansion signals triggered at the right moment, in place of waiting for the customer to ask.

04

40%

CSM efficiency

Less time on manual account research. CSMs act on AI-synthesised, contextual intelligence.

07 · BEGIN

Turn customer intelligence
into proactive success.

The workshop starts with your CS stack, your data quality and the accounts most likely to renew, churn or expand. We show what surfaces from data you already own.

Americas · Europe · Asia