University for customer success
BuildBetter for customer success,
in 44 minutes.
See every account in one place, spot churn risk early, and close the loop.
The customer success path
Your lessons, in order.
33 lessons, about 44 minutes. Lesson 01 first, then everything a customer success team uses every week.
1 · Lesson 011 min 19 s
Welcome to BuildBetter
A quick map of the app, and where to go for what.
2 · Lesson 581 min 10 s
How do I find anything fast?
One search for calls, docs, people and signals.
3 · Lesson 031 min 23 s
Record every call automatically
Calendar, recording rules and privacy.
4 · Lesson 051 min 17 s
Bring in Slack, support and feedback
Slack channels, support tickets and survey CSVs.
5 · Lesson 061 min 19 s
Connect your CRM
HubSpot or Salesforce, people, companies and enrichment.
6 · Lesson 071 min 9 s
Review a call
Summary, transcript, signals and sharing.
7 · Lesson 421 min 15 s
Fix who said what
Assign speakers, fix one section, and correct misheard words.
8 · Lesson 491 min 7 s
Add, fix and replay a call's signals
The Signals panel, Play All, editing, and a new signal from the transcript.
9 · Lesson 551 min 14 s
Trim a recording, take it anywhere
Edit Clip, downloads, Notion and other workspaces.
10 · Lesson 7359 s
Make a highlight reel
Ask for it, trim and reorder, then share or download.
11 · Lesson 631 min 12 s
How do I work on a call with my team?
Comments, notes, and the details around a recording.
12 · Lesson 131 min 11 s
Ask BoB
Ask a question, check the source, focus on the calls you pick.
13 · Lesson 661 min 5 s
How do I walk into every call prepared?
Meeting details, account context, and open commitments.
14 · Lesson 141 min 19 s
What to ask BoB
Nine questions worth asking on your first day.
15 · Lesson 381 min 21 s
What can BoB hand back?
Charts, highlight reels, signals, emails and reports.
16 · Lesson 451 min 22 s
Pick a Loop for every team
Four starters, then Run now and Data access.
17 · Lesson 591 min 17 s
What's in my brief, and what does BoB remember?
Start your day with context. Keep memory useful.
18 · Lesson 271 min 26 s
Share a roadmap and changelog
Boards, a roadmap, and release notes on one portal.
19 · Lesson 211 min 21 s
Close the feedback loop automatically
Match each release to the customers who asked for it, and draft the follow-up.
20 · Lesson 221 min 37 s
Build a customer health score
Templates, rules and weights, preview and publish.
21 · Lesson 531 min 9 s
See one customer on one page
Health, revenue, risk, plan, and every conversation.
22 · Lesson 281 min 31 s
Hand off accounts and keep commitments
Stages, readiness, and a shared plan for each customer.
23 · Lesson 291 min 13 s
Start your day in the Control Panel
Risk, calls, and the work that needs you first.
24 · Lesson 301 min 14 s
See your whole book of business
Portfolio health, renewals and the accounts at risk.
25 · Lesson 401 min 18 s
Know which trials will convert
Scores, next actions, and what counts as a trial.
26 · Lesson 311 min 7 s
Which renewals and deals need me?
Deals, contracts, and renewals by risk.
27 · Lesson 471 min 16 s
See which contracts need you
Renewals, risk, and contract details.
28 · Lesson 321 min 25 s
How do I turn customer evidence into stories and case studies?
Clusters, evidence, drafts, and custom case studies.
29 · Lesson 611 min 14 s
Which reports should my customer success team run?
Choose the evidence. Review recurring delivery.
30 · Lesson 681 min 39 s
How do I set up Success for my team?
Health, lifecycles, deal stages and release sources.
31 · Lesson 691 min 29 s
Who owns the next follow-up?
Customer commitments, task ownership and handoff context.
32 · Lesson 701 min 50 s
Where is the full customer context?
People, companies and the work attached to each record.
33 · Lesson 812 min
How do you define a lifecycle and tie product usage to accounts?
Stages, account matching, readiness and customer access.
Jobs you can do today
What customer success teams do in BuildBetter.
Each job is one step in a lesson: the exact clicks, a link to watch it, and a link that opens BuildBetter right there.
01
Spot at-risk customers before they churn
Ask about your data…→“Which customers are at risk, and why?”→Send
Lesson 14, step 8: At-risk customers
02
Build a customer health score
Settings→Data & mappings→Health, lifecycles & CRM→Health scores
Lesson 22, step 1: Open health scores
Admins only
May need to be turned on for your workspace
03
Tell customers when the thing they asked for ships
Success→Engage→Close the Loop
Lesson 21, step 1: Open Close the Loop
May need to be turned on for your workspace
04
See every call, ticket and Slack thread for an account
05
Bring support tickets and Slack channels in
Ask BoB
Ask BoB like a CSM
Inside BuildBetter, BoB answers these from your own calls, tickets and chats. Here, the assistant shows you how to ask.
Why it matters
Why customer success teams use BuildBetter.
Also useful for customer success
All courses
Lesson 651 min 13 s
What else should BuildBetter know about my business?
Lesson 03b1 min 27 s
Set up your meeting bot
Lesson 541 min 28 s
Choose which meetings get recorded
Lesson 041 min 12 s
Other ways to record
Lesson 411 min 20 s
Tour your integrations
Lesson 481 min 13 s
Fill in every profile automatically
