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Playbook.

Your CSM's copilot, built for B2B SaaS

Proactive customer success.

Know which customers need you, and why, before they ask.
The next step is drafted and ready for you to send.

See how it worksBook a demo

Customers don't leave without warning.Your contact stops replying.  Their team drifts away.  Friday comes and goes.  Each one is easy to miss. Together, they're a renewal you're about to lose.

Knows
Every customer's goals, people and history, kept current.
Notices
What changed, what's stuck, and why.
Prepares
Emails, plans and handoff docs, ready for you to approve.
Follows through
Every promise tracked until it's kept.

Knows every customer

A command center for every account.

Open any customer to see where they stand, what changed and what needs doing, with a source behind every fact.

Notices what changed

Know why, not just what.

When usage drops or a key contact leaves, you get the reason, the evidence behind it, and a plan.

Gets the work ready

Drafts in Gmail. Next steps in Slack.

Every follow-up is written in your voice. Approve, edit or say not now, without opening another tool.

Keeps every promise

Every promise, kept.

Promises made on calls and in email get an owner, a date and follow-ups until they're kept, whoever made them.

Runs your playbooks

Write the playbook. It runs every time.

Describe your handoff and your QBR in plain words. Every customer gets one when it's due, so no one starts from a blank page.

Your team stays in charge

Prepared for you. Decided by you.

You set the objectives and the boundaries. Nothing reaches a customer until a person sends it, under their own name.

Your name, your voice
Every email goes out from the person who owns the account.
Every step shown
See what was checked, what was found, and why.
Plain words, not workflows
Write objectives and playbooks as sentences. Change one and the work follows.

Integrations

Works with the tools you already use.

Connect your CRM, inbox, calls, support desk, product analytics and billing. Nothing to replace or migrate.

Your tools

SegmentMixpanelPostHogGmailOutlookZoomGoogle MeetMicrosoft TeamsGranolaHubSpotSalesforceStripe
Playbook × Driftwave

Signals

  • Dana has left
  • Usage down 36%
  • SSO blocks 3 teams

Prepared

  • Riley Chen added as the contactDone
  • Intro to Riley ChenReady for you
Works inSlackGmailJiraLinearGoogle CalendarGoogle Drive

Outcomes

Renewal savedDriftwave renews Dec 6
Promise keptSOC 2 sent before Friday
ExpansionBrightloop added 3 teams
Happy customer"That fixed it for everyone."

Give every CSM a copilot.

For B2B SaaS teams with hundreds of customers and a handful of people to look after them.

Book a demo