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
4 lessons
Lesson 221 min 37 s
Build a customer health score
Templates, rules and weights, preview and publish.
Lesson 281 min 31 s
Hand off accounts and keep commitments
Stages, readiness, and a shared plan for each customer.
Lesson 681 min 39 s
How do I set up Success for my team?
Health, lifecycles, deal stages and release sources.
Lesson 812 min
How do you define a lifecycle and tie product usage to accounts?
Stages, account matching, readiness and customer access.