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
90%
of churn is detectable
before the customer says anything
72h
from signed agreement
to fully integrated
6×
CSM capacity — one rep
operates like a team of six
14M+
computations per second
across your portfolio
THE REALITY OF CUSTOMER SUCCESS IN 2026
56%
of B2B companies discover customer dissatisfaction only after they have already left
Gartner CX Survey, 2024
The Advocate Solution surfaces dissatisfaction before your customer knows they are about to tell you.
5.7mo
average CSM ramp time in 2025 — up 32% from 4.3 months in 2020
SalesSo Ramp Benchmarks, 2025
The Advocate Solution is ready on day one. It does not ramp. It does not forget. It does not leave.
18mo
average CSM tenure — roughly one year of real output, then they leave and take everything they know with them
Bridge Group CSM Research, 2025
The Advocate Solution does not have a tenure. It has been here since day one and it will be here on the last day.
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.

01

Silent churn is invisible until it is too late

Customer stops replying. Customer silently frustrated with solution.

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.

02

CSMs manage too many accounts to monitor all of them

A CSM managing 50+ 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.

03

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.

04

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. Most CS teams cannot afford the time to do it right.

How It Works

Five moves.
One system.

01
Read
The Advocate Solution reads signals by tying into all your systems — email, CRM, product usage, support tickets, billing behavior. It uptakes information across every platform to build a consolidated, real-time understanding of each client. Continuously. Without being asked.
02
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.
03
Deepen
The Advocate Solution knows everything about each account — communication style, what builds trust, what kills deals, who the real decision maker is. And now so does your CSM, the moment they open the account.
04
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.
05
Solve
It swings with conviction — until the numbers say otherwise. It checks itself constantly. Only when it is certain it needs a human to pull the trigger does it ask. One signal. One reason. Your CSM acts informed, calibrated, and on time.
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.

Email
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.
Ready

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.
Straightforward.
Book a Demo →