Every CSM you hire spends half their week on tasks that aren't customer-facing. The tools they use are expensive, slow, and bolted on top of an org chart from 2015.
i.
Expensive
Legacy CS platforms run five figures per seat, per year — before integrations and professional services. Built for enterprises that already have the headcount, not for teams trying to scale theirs.
ii.
Slow
Six-month implementations. Quarterly QBR cycles. Insights that arrive a week after the meeting they were supposed to inform.
iii.
Bolt-on
AI tacked onto a CRM-shaped database. Generic prompt wrappers. None of it understands the rhythm of an onboarding, an EBR, or a renewal call.
The CADG approach
AI that knows CS methodology, not just CS data.
Context-Aware Document Generation. Every plan, every brief, every renewal narrative is generated against the framework you actually run — onboarding, adoption, expansion, renewal — with the customer's history loaded in.
What CADG produces
→ 30-60-90 day onboarding plans, ready to send
→ Pre-meeting briefs with risk signals surfaced
→ Post-meeting follow-ups with next-step commitments
→ Quarterly business review narratives, not slide stubs
→ Renewal recommendations with the deal context attached
How it's different
→ Built around the workflow, not the database
→ Specialist agents per CS function, not one chatbot
→ Loads customer history, contracts, and timeline by default
→ Cites every claim back to a source — auditable by ops
→ Ships in days, not the six-month enterprise rollout
5 specialist agents · 1 intelligence layer
A team of agents, not a chatbot.
Each agent is fluent in one part of the CS playbook. They share a customer-intelligence layer so handoffs are seamless.
Scores renewal probability, drafts the renewal narrative, flags expansion signals.
B
Briefing
Pre-meeting prep
Generates the meeting brief 24 hours before — history, open issues, talking points.
E
Executive
QBR & reporting
Synthesizes the quarterly business review with sourced metrics and forward-looking actions.
i
Customer Intelligence
Shared context layer
The shared memory the five agents all read from — emails, tickets, contracts, internal notes.
The math
A CSM costs you $150K. This costs less than one.
Reclaim 2 hours per CSM, per day. At 10 CSMs, that's 5,000 hours a year — roughly 2.5 full-time hires. The math is clear.
2 hrs
per CSM, per day
Reclaimed from manual brief-writing, follow-ups, and QBR prep.
2.5×
FTE equivalent
Across a 10-CSM team — without changing your headcount plan.
90 days
to ROI
From signed order to measurable hours-back. Not a six-month rollout.
Now onboarding · early customers
Built with you. Live today.
Early customers get hands-on onboarding from the build team, locked-in pricing for the lifetime of the contract, and a direct line to the people writing the code. We onboard your team within the week.