Retention and Expansion, Powered by Buyer Confidence
Re:them equips CSMs with real-time insights, renewal risk alerts, and expansion plays so they can strengthen relationships, reduce churn, and uncover growth opportunities — all powered by PlaybookOS and delivered through Wingman.
Why Renewals Slip Away
The Challenges CSMs Face
CSMs often lack insight into renewal risks, hindering proactive engagement with customers.
Key Pain Points
Conversations often focus on support rather than identifying growth opportunities for customers.
Missed Opportunities
Without multi-threading, CSMs miss key expansion opportunities within their accounts.
Coaching Challenges
Coaching often occurs too late, after accounts are already at risk of churn.
Proactive Customer Success, Not Reactive Firefighting
Re:them, powered by PlaybookOS, empowers CSMs to spot risks and opportunities before they arise. Wingman provides in-the-moment prompts and recommendations to help CSMs enhance value and discover growth.
Key Features of Re:them for CSMs
Renewal risk alerts based on buyer signals.
In-Call Support for Retention and Upselling
In-call prompts for retention and upsell opportunities.
Multi-Threading for Comprehensive Stakeholder Engagement
Map and track all stakeholders in the account.
Automated Follow-Ups for Seamless Communication
Post-call follow-ups auto-generated for next steps.
How Re:them Empowers CSMs to Succeed
Step 1: Identify risk signals and objectives
Step 2: Engage clients with targeted questions
Step 3: Generate follow-up tasks and summaries
Step 4: Refine plays based on outcomes
Stronger Relationships, Lower Churn
Re:them empowers CSMs to proactively manage renewals and drive growth. By identifying risks early, they can engage customers in meaningful conversations that enhance adoption.
Identify renewal risks early and act proactively.
Drive value conversations that reinforce customer adoption.
Surface upsell and expansion opportunities in real time.
Reduce churn with a consistent methodology.
Scale success coaching across all customer accounts.
“Re:them helps us keep customers before they think of leaving — and grow them when they’re ready.”
Why Re:them Wins
In contrast to customer health scores or post-event surveys, Re:them offers a different approach.
Live Interaction Risk Signals
Re:them identifies renewal risks as they occur.
Alignment with Success Playbooks
Every CSM is guided by tailored success strategies.
Real-Time Retention and Expansion Prompts
CSMs receive actionable prompts during client interactions.
Consistent Proactive Customer Experience
Re:them fosters a seamless and proactive client journey.
Ready to Reduce Churn?
Re:them helps CSMs keep renewals on track, uncover expansion opportunities, and deliver consistent customer success.