Client Success.
Onboards every client, checks in before they ask, and flags churn early.
What the Client Success department does, what it ships, and where it shows up in your workspace.
The department that owns this What it does.
Every day, without being asked twice.
Proactive check-ins and the quarterly review, prepared for you
Watches for churn risk and says so early
Works the #client-success channel and the client portal
What it ships.
Things you can open.
An onboarding plan
Delivered into your Drive, the channel, or the client portal, with a line on what changed and why.
A quarterly review deck
Delivered into your Drive, the channel, or the client portal, with a line on what changed and why.
A churn-risk note with the reason
Delivered into your Drive, the channel, or the client portal, with a line on what changed and why.
Works with.
The departments next to it.
Questions,
answered.
Who do I talk to?
The department. Mention @Client Success in its channel, in Slack or Discord, or in the assistant. The head answers; the team works underneath it.
How big is the team?
Client Success has a head and 3 specialists; the head speaks for the department and hands work to them.
What does it ship?
An onboarding plan, A quarterly review deck, A churn-risk note with the reason. Every action is in the activity log with the reason.
Stop briefing marketers.
Start approving work.
Your AI marketer and 8 departments behind it, working from day one. Google, email, or phone. You're in, in seconds.