Enterprise DNA

Client operations · Live demo

Quarterly business review prep from account data

Builds the draft quarterly business review pack for a customer success manager from the account's own usage, support and contract data.

InternalYour dataEmail Answers from your dataSummariesIntegrations
Live demo

Talk to Ruby at Quaywise

Quaywise is made up. Ruby is a real agent, set up the way we would set one up for your team. Talk or type and ask what your staff would ask.

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The problem

Preparing a quarterly business review means pulling usage from the product, tickets from the help desk and contract dates from the CRM, then turning it all into slides. Customer success managers lose a day per review, so smaller accounts never get one.

How it works

  1. Pulls usage, onboarding times, e-signature rates and support history for the account
  2. Adds the renewal date, seats and open requests from Salesforce
  3. Flags teams with low adoption or slow onboarding, with the likely reason
  4. Drafts the agenda and slide outline, with the source and date on every number
  5. Emails the draft to the customer success manager to check before anything reaches the customer

What it connects to

  • Product database
  • Salesforce
  • Help desk
  • Email
  • Slides
Sample email thread
  1. Hannah (customer success manager)Can you prep the Kestrel Bay business review for next Thursday?
  2. AgentYes. Headlines: 391 of 420 users active, 1,840 clients onboarded last quarter, and average onboarding time is down to 11 days from 17 at go-live. Their contract renews in seven months.
  3. Hannah (customer success manager)Which team is lagging?
  4. AgentCommercial lines in Houston. 48 of 70 users are active and onboarding takes 15 days, mostly because they still collect documents by email for about a third of clients. I'd suggest a client portal refresher for that team.
  5. Hannah (customer success manager)Good. Anything else I should raise?
  6. AgentTheir 60-person Toronto team isn't on Quaywise yet, and Alicia asked about Canadian data residency last quarter, which Enterprise includes. I've emailed you the draft agenda and an eight-slide outline with sources.

Illustrative conversation. Names, numbers and details are made up.

Capabilities used

  • Answers from your data. Looks up live records in your own database and systems, not just documents.
  • Summaries. Every conversation ends with a written summary, a transcript and the next step.
  • Integrations. Connects to more than 700 business apps and acts in them during or after the conversation.

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