AI-Powered Customer Success

Your accounts are telling you they're leaving. You're just not listening.

The Advocate Solution reads every signal across your book of business — in real time — and tells your team exactly who to call, why, and what to say.

See How It Works

THE REALITY OF CUSTOMER SUCCESS IN 2026

56%

of B2B companies discover customer dissatisfaction only after they have already left

Gartner CX Survey, 2024

5.7mo

average CSM ramp time in 2025 — up 32% from 4.3 months in 2020

SalesSo Ramp Benchmarks, 2025

18mo

average CSM tenure — meaning you get roughly one year of real productivity before they leave

Bridge Group CSM Research, 2025

25–95%

revenue boost from just a 5% reduction in churn rate, depending on industry

Qualtrics Churn Report, 2025

CRM SYNC → REAL-TIME HEALTH SCORES → ATLAS LIVE MEETING AI → SILENT CHURN DETECTION → SLACK FIRE ZONE ALERTS → EXPANSION PIPELINE → RELATIONSHIP MEMORY → CONVERGENT RISK SIGNALS → CRM SYNC → REAL-TIME HEALTH SCORES → ATLAS LIVE MEETING AI → SILENT CHURN DETECTION → SLACK FIRE ZONE ALERTS → EXPANSION PIPELINE → RELATIONSHIP MEMORY → CONVERGENT RISK SIGNALS →

The Problem

Your CSMs are reactive.
Churn does not wait.

Silent churn is invisible until it is too late

Customers stop replying. They stop using the product. They stop showing up. Then one day they cancel and it feels like it came out of nowhere. It did not. The signals were there 90 days ago.

CSMs manage too many accounts to monitor all of them

A CSM managing 80 accounts cannot have meaningful conversations with each one every month. The accounts that go quiet are the ones that churn. And nobody noticed until the cancellation email arrived.

No system for knowing who to call or what to say

Your CSMs are calling based on gut feeling, calendar reminders, and whoever reached out last. That is not a system. That is hope. Hope is not a retention strategy.

Meetings are won or lost before anyone enters the room

The rep who walks in informed wins. The rep who wings it loses the deal and does not know why. Preparation is a competitive advantage that most CS teams cannot afford the time to do right.

How It Works

Five moves.
One system.

Read

The system reads every signal across your book — email response time, meeting cadence, product usage, support tickets, billing behavior. Continuously. Without being asked.

Question

When signals converge, the system surfaces the exact question your CSM needs to ask. Not a report. Not a flag. A specific question calibrated to the account and the moment.

Deepen

Relationship Memory captures everything your CSMs know about each account — communication style, personal details, what builds trust. Depth protects against churn even when metrics are weak.

Connect

Every recommendation is calibrated to the account archetype. A Champion gets early access framing. A Manager gets an ROI calculation. An IT Skeptic gets a technical proof point.

Solve

The action fires. Email drafts. Slack alert sends. ATLAS enters the room. Your CSM executes informed, calibrated, and on time. The outcome feeds back into the system and improves the next call.

01 · Read

Your accounts at Acme Corp have not responded in 11 days. Their support ticket count is up 40% this month. Product login frequency dropped 60% since last QBR.

This is not three separate problems. This is one account telling you it is leaving.

The Products

Two tools.
One unfair advantage.

Platform

TAS

The Advocate System — Account Intelligence

Reads your entire book of business in real time. Detects churn before your customers know they are leaving. Tells each CSM exactly who to call and what to say.

Real-time health scores across every account

Convergent risk detection — multiple signals, one alert

Net 30 priority queue — built automatically every morning

Expansion pipeline — find the upsell before the CSM has to ask

Relationship Memory — institutional knowledge that stays when CSMs leave

CRM, email, calendar, Slack, and support integration

Live Meeting AI

ATLAS

Adaptive Tactical Live-intelligence and Sales System

A live AI voice in the room that listens, reads the prospect, handles objections, and closes deals. ATLAS is the closer. Your rep is the relationship.

Listens to the prospect and speaks directly to them in real time

Reads meeting phase and adjusts — rapport, discovery, objection, close

12 trained objection handlers — price, timing, competitor, team resistance

Silence protocol — holds after the close and waits for the yes

Pre-meeting brief loads silently — ATLAS walks in already informed

Full debrief and follow-up email generated the moment the meeting ends

Signal Intelligence

We read what your
CRM cannot.

Every integration feeds the same intelligence layer. One picture. Every account.

Response time per account. Engagement drop. Inbound vs outbound ratio. We read patterns — not message content.

Calendar

Days since last meeting. QBR cadence gaps. No-show patterns. The calendar tells you what the CRM never will.

Product Usage

Feature adoption rate. Session frequency. Power user activity. Feature contraction precedes 90% of churn.

Slack

Shared channel activity. Engagement frequency. Keyword signals. When a customer goes quiet in Slack, the system notices first.

Support

Ticket volume. CSAT trends. Unresolved issue age. Three open critical tickets in 30 days triggers an immediate FIRE zone alert.

Billing

Seat count changes. Payment status. Downgrade events. When a customer reduces seats, the system flags it in real time.

From the Room

"You're such a closer. I love it. Yeah — go ahead, let's do it."

Maxine, CEO · Benjii Corp · POC signed · May 2026

5:43

Meeting duration
to verbal close

ATLAS responses
in the room

Day POC
committed

POC agreement
sent after meeting

Pricing

Straightforward.
No surprises.

Six-month minimum on all plans. Cancel anytime after. Every plan includes full integration support and onboarding.

Starter

$5k

per month

6-month minimum

Up to 2 CSMs

Up to 200 accounts

CRM + email integration

Health scores and Net 30 queue

ATLAS for 10 meetings per month

Standard support

See your book of business the way it actually is.

Book a 30-minute demo. We will show you what your at-risk accounts look like right now — before you have to find out the hard way.

No pitch deck. No sales call first. Just the demo.

Your accounts are telling you they're leaving. You're just not listening.

Your CSMs are reactive.Churn does not wait.