The best time to save a renewal is six months before you know it's at risk.
Oliv gives every account in your book a team of agents watching health, expansion, and open milestones from day one. Nothing sits waiting until the renewal window opens.
You tried Gainsight. But it is not what you were promised.
CS handles more data than any other team in revenue, with five different apps per customer. Every past attempt at fixing this hit the same three walls.
Data is scattered.
Billing here, product usage there, tickets in a third place, in-house analytics in a fourth. Every integration takes months and breaks when a schema moves.
Health scores lie.
Static rules count clicks and add up tickets. They cannot read the room. Your dashboard stays green while your CSM already knows the account is off.
Every customer gets the same email.
The onboarding email goes to every new customer. The release note goes to the whole book. Nothing remembers what you discussed last EBR. Customers open the first two and mute the rest.
Oliv learns your CS processa team of agents run it with you
Oliv studies how your best CSMs actually work and codifies it. Then it puts a team of agents on every customer to run that process every day.
The CS Teamyou would have hired next
Specialist agents split across two jobs. One layer watches every account so nothing slips. The other runs every play your CSMs and customers see.
Five to focus on. Priya’s book
Portfolio Manager
Weekly scan for the Monday 1:1; prep due
Weekly scan for the Monday 1:1; prep due
6s
Cross-checking open tickets
4s
Found 14 closed tickets, and 3 open tickets across 5 accounts.
Drafting the 5-account brief for Priya
11s
Prep is done. Priya's five priorities this week are Hylarox and NovaOps (at risk), UrbanPeak and Heliosoft (watch), and Maple Retails (QBR ready). Each row has the reason and the next step.
Q1 forecast. $4.2M pipeline
Retention Forecaster
Weekly Monday scan across every renewing account
Reading product usage across 84 accounts
1s
Checking call sentiment on at-risk accounts
5s
Gathering full context of account via call transcripts, emails, in-person meeting
Rebuilding the forecast and posting to Slack (Slack)
10s
Forecast rebuilt. $2.8M secured, $980K watch, $420K at risk. Three accounts slid from secured to watch this week: Heliosoft, UrbanPeak, and Redwood Analytics. Slack post pinned in #cs-leadership.
Expansion Signal at HighReach
Gold Digger
New team expansion is announced
Signal triggered via Gong call
33s
Checking contract & sponsor
12s
A new team joined last month and the exec sponsor is active — this is organic.
Briefing CS team in Slack
1s
This is a real expansion signal, not a blip. A new team of 12 onboarded organically last month, the sponsor is engaged, and seats sit at 94%. I've drafted the play: lead with the team plan upgrade
Maple Retails, Feb 27
QBR Builder
QBR with Maple Retails tomorrow
Reading product usage last 90 days
6s
Pulling past QBRs
5s
Gathering context of last 4 QBR’s
Drafting deck and five-bullet agenda
15s
Deck is built. Six slides covering adoption up 22 percent, EMEA rollout, Forecaster path to 90 percent, and the 2027 renewal. Five-bullet agenda pinned. Three notes to walk in with: co-founder owns the renewal, new EMEA team, pricing pilot.
Forecaster usage down by 45%
Module Activator
Usage dipped, finding out who stopped and why.
Correlating usage and logins
3s
Mapping users and daily activity
12s
It's isolated to the data team — their integration broke after a migration.
Booking an enablement call with CSM
1s
Found it — the dip is just the data team, whose integration broke in last week's migration. Everyone else is steady. I've sent them the updated setup guide and booked an enablement call for Friday; dashboards and automations are unaffected.
New Salesforce fix shipped
Release Messenger
New module for Salesforce just landed
Reading the Slack #release channel
3s
Filtering target customer
12s
Finding all customers using old salesforce module.
Drafting targeted outreach
1s
Twelve customers use SF field-sync. Each email references the exact tickets they filed in November and the workaround they were using. Drafts sit in your Gmail, ready to send.
New ticket · P1 flagged
Support Triage
New ticket, reading it before it sits in a queue
Reading history and past tickets
3s
Searching known issue
12s
Found: SAML clock-skew issue. We have a documented fix.
Briefing CS team in Slack
1s
Resolved without escalation. The "login loop" was the known SAML clock-skew issue, so I replied with the two-line server fix and confirmed it worked. I also spotted 3 similar tickets this month from enterprise accounts and flagged the pattern to engineering.
Closed-won. Lemlist
Handoff Hank
New customer - building the handoff before
Pulling deal terms & notes
3s
Mining the discovery calls
12s
They bought for SSO and onboarding speed-noting both as success criteria.
Briefing CS team in Slack
1s
Handoff’s done. The brief covers Why they bought(SSO plus onboarding speed), the $48k ARR scope, and every promise sales made-inducling the March security review. Kickoff is proposed for Tuseday, so CSM
KickOff Complete. SmartLead
Onboarding Tracker
Kickoff done — tracking them to first value.
Creating milestones and checkin
3s
Checking milestones
12s
SSO setup has stalled for 4 days — their admin is the blocker.
Booking a setup session
1s
Onboarding is back on track. 2 of 3 milestones are done; SSO stalled with their admin, so I sent the exact SAML steps and booked a 15-minute setup session for Thursday. At this pace they hit first value inside two weeks — a week ahead of plan
One brief at 8AMEverything your CSM need for the day
Olivia carries the full context of every customer in your book. Her morning brief calls out the accounts sliding today. The QBR that needs review. The release note ready to send. Everything thats worth your CSM’s time today.
Morning brief ready
Same brief in Slack, Email, or the Oliv feed. No dashboards to open
Two named accounts slipped this week and need you before lunch. Scheduled calls in your calendar. Also your QBR for Maple Retails is ready. Twelve release-note drafts are in your slack and Gmail.
Upcoming Customer Meetings
Portfolio ManagerHyrox— Account usage review
11:30 AMJohn Doe (CFO), Jane Doe (AE)NovaOps - QBR review
09:45 AMSteve Kurt (CFO), James Sterling (AE)QBR Deck Draft
QBR BuilderMaple Retail QBR deck with 5 pointer summary, ready for review
View DeckLaunch Communications
Release ManagersReview and send release notes to Mumoso
Mumoso
Send Q2 launch webinar recording to Kurt
EA Sports
Stop learning about churn on the renewal call.
See Oliv in motion, in your own tech stack
Book a chat with the Founder to see Oliv in action
By submitting you agree to our Privacy Policy and provide consent to receive updates from our company.
Useful links
Follow Us