Sidekicks for Customer Success

From team leads to directors and VPs, remove the blind spots and get clear observability over your clients, regions, team members performance and KPIs.

1. What is the total pipeline amount by region this quarter

1. Show me contracts up for renewal in the next 3 months
2. Show me the amount of churn per quarter by in the U.S. and APAC
3. Show me the amount of churn from Chris in the last 6 months
4. Show me a list of clients at risk by region or by CS manager
5. Show me a list of clients 30 days from the end of their PoC
6. Send me a list of customers under PoC

1. Let me know when Ritchie's Surf Shop completes onboarding
2. LMK when a ticket in Zendesk has been stuck in the same stage for over 7 days
3. Let me know when a client is stuck in onboarding for more than 14 days
4. Let me know when an opp over 50k moves to contract

1. Send a summary of customer satisfaction scores (CSAT, NPS)

1. Track all mentions of “churn”
2. Track all mentions of Tempo Inc, Paradise Corp, and Beverly Institute

Remove the noise and stay on top of clients, onboarding, bugs and issues, and apps without the stress.

1. Show me a list of all critical product bugs unsolved for more than 7 days
2. Show me all tickets opened in the last 12 hours

1. Let me know when ticket #43452 is resolved
2. Let me know when Tempo Inc, completes the onboarding form
3. Let me know when clients are stuck at onboarding stages for more than 3 days
4. Every Friday at 9am send me a summary of the #simple-team channel from the last week
5. LMK when a ticket in Zendesk is stuck for more than 5 days

1. Send me a summary of #cs-team channel from the last 3 days

1. Track all mentions of “Simple Inc.”
2. Track all mentions of “technical issue” “escalation”