All lessons
CourseStart hereCapture everythingUnderstand your customersWork with BoBPut it to workBuild with customersCustomer successSettings and admin
Use caseGetting set upRecording callsCRMSlackSignals and insightsKnowledge and docsBoB, your AI analystMCP: Claude, ChatGPT and CursorWorkflows and automationReportsSharing and permissionsProjects and roadmapInbox and triagePrototypesScreens, flows and sessionsPortal, public roadmap and changelogAccount lifecycle and onboardingControl Panel and Success DashboardDeals, contracts and renewalsCustomer stories and case studiesCall types and labelsTranscription and custom dictionaryBilling and creditsAPI and service accounts
15 lessons
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.
Lesson 221 min 37 s
Build a customer health score
Templates, rules and weights, preview and publish.
Lesson 531 min 9 s
See one customer on one page
Health, revenue, risk, plan, and every conversation.
Lesson 281 min 31 s
Hand off accounts and keep commitments
Stages, readiness, and a shared plan for each customer.
Lesson 291 min 13 s
Start your day in the Control Panel
Risk, calls, and the work that needs you first.
Lesson 301 min 14 s
See your whole book of business
Portfolio health, renewals and the accounts at risk.
Lesson 401 min 18 s
Know which trials will convert
Scores, next actions, and what counts as a trial.
Lesson 311 min 7 s
Which renewals and deals need me?
Deals, contracts, and renewals by risk.
Lesson 471 min 16 s
See which contracts need you
Renewals, risk, and contract details.
Lesson 321 min 25 s
How do I turn customer evidence into stories and case studies?
Clusters, evidence, drafts, and custom case studies.
Lesson 611 min 14 s
Which reports should my customer success team run?
Choose the evidence. Review recurring delivery.
Lesson 681 min 39 s
How do I set up Success for my team?
Health, lifecycles, deal stages and release sources.
Lesson 691 min 29 s
Who owns the next follow-up?
Customer commitments, task ownership and handoff context.
Lesson 701 min 50 s
Where is the full customer context?
People, companies and the work attached to each record.
Lesson 812 min
How do you define a lifecycle and tie product usage to accounts?
Stages, account matching, readiness and customer access.