Actioner watches customer conversations and activity—support, email, meetings, and usage—then sends a weekly Success Brief: who needs attention, what changed, and what to do next. With evidence attached.
Onboarding · Week 4 · 28 users active
Adoption slipping
Usage down 22% in 14 days · 3 key users inactive
Escalation risk
"This is blocking our launch" — ticket comment
Stakeholder change
New PM added to the rollout thread
The Challenge
The early warning signs exist—in tickets, emails, meeting notes, and usage. But when you're running dozens of accounts, you don't have time to stitch it together.
You learn about risk when it becomes an escalation. By then, timelines have slipped and trust is already damaged.
Support sees one picture. Product usage shows another. Emails tell a third story. It's easy to miss the pattern.
To prepare one review, you dig through threads, decks, tickets, and notes—just to remember what happened.
When a new stakeholder joins or someone leaves, the "why" behind decisions and commitments gets lost.
Actioner turns conversations into structured context and next steps: health signals, commitments, stakeholders, and follow-ups. Everything is linked to the evidence.
See what changed and why—usage shifts, sentiment changes, ticket trends—without digging through five systems.
Walk into every customer call with context—then let Actioner write the recap, tasks, and next steps.
Customer goals, milestones, and risks update automatically based on real interactions—so your plan doesn't go stale.
Daily Wins
Start with one connection (Gmail + calendar), then layer in support and usage when ready. Actioner keeps the full story updated.
Actioner tracks milestones, blockers, and ownership from real conversations—then nudges you with what to do next.
"Training complete," "first workflow shipped," "go-live date"—captured from calls and emails.
Actioner drafts recap emails with next steps in your tone, ready to send.
Know who is involved, who dropped, and who needs to be looped in.
Actioner detects early warning signals and gives you the context and play—before it becomes an escalation.
Drop in key-user activity, fewer touchpoints, missed meetings—flagged automatically.
"Concerned," "blocked," "thinking about alternatives"—captured from emails and calls.
Actioner proposes the next step—recovery plan, exec alignment, escalation path.
Detected in ticket comment. Sentiment moved to "frustrated."
3 primary users haven't logged in for 10+ days.
Actioner compiles the narrative: progress, usage, tickets, outcomes, and next-quarter plan—so you don't spend hours preparing a deck.
Wins, blockers, and the biggest changes are summarized with links to evidence.
Keep the review anchored on what the customer is trying to achieve.
Actioner suggests milestones, owners, and commitments based on what's missing.
Health up 8 points in 30 days. Primary driver: adoption milestone completed and tickets trending down.
Every Monday, Actioner delivers an Customer Success Brief—a prioritized list of which accounts need attention, why, and what to do about them. No digging required.
Biggest risks and opportunities surface first. Know where to spend your time.
Each item includes what happened, why it matters, and what to do next.
Every insight links to the source—QBR recording, email thread, support ticket.
This week: 3 accounts need immediate attention. Summit Financial shows churn risk signals—schedule executive alignment. Meridian has strong expansion potential worth $85K.
Ops team wants 50 seats. Set up expansion call with Marcus Johnson.
New CFO reviewing vendors. Schedule exec alignment before renewal.
45 days out. Champion confirmed but EB not engaged yet.
The Challenge
Get your first Customer Success Brief in minutes—then stop stitching together health, tickets, and meeting notes by hand.