You find out about churn on the renewal call.Six months too late.

Oliv puts a team of agents on every customer, every day, so the risks and expansions surface long before the renewal call.

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TODAY

Portfolio Manager

Just now

Priya, two named accounts slipped this week. Hylarox and NovaOps both need you before lunch. Your 1:1 prep is drafted.

QBR Builder

2h ago

Your QBR with Maple Retails on Feb 27 is ready. Adoption up 22% this quarter. Deck and five-bullet agenda sent to you on your slack and email.

Module Activator

30m ago

Three customers went silent on Forecaster for 14 days. Toolkit sent to NovaOps. Drafts for Hylarox and BlueRock wait in your Gmail.

Release Manager

Just now

v3.14 shipped with the SF field-sync fix. Twelve customers use this feature. Per-customer emails are in your drafts.

Trusted by 100+ revenue teams

You tried Gainsight.Three years in, it still 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 scripts 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 the tickets you filed last week. Customers open the first two and mute the rest.

Oliv learns your CS process.Then a team of agents runs 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.

Full Context

Point Oliv at your data.Agents do the rest.

Connect Oliv with your tools and upload your existing documents. It pulls all that scattered information into one connected map, giving your AI agents the complete picture they need to step in and run your CS plays for you.

Oliv playbook — connected map of your CS process and agents

Agents for Customer Success

The CS team you would havehired 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.

See all Agents

Watches every account

The agents that scans the whole book so nothing slips past a CSM or a manager. Signal. Coverage. Forecast.

Portfolio Overview

Portfolio Value

$6M

NRR Target

$6.4M

Q3 Renewal Target

$2M

Non-Renewing ARR

$4M

49%

Target Achieved

Closed renewals$990k

Likely renewals$650k

On track renewals$100k

Renewals at risk$450k

Active expansion value$695k

AE & Director Momentum: Trials among frontline reps and ops directors downloading coaching playbooks show strong bottom-up pull.
Leadership Gap: C-suite and VPs have only light engagement with LinkedIn Ads—no meetings booked yet.

Portfolio Manager

I walk every CSM's book on a weekly cadence and surface the five customers each of them should spend the week on.

Signal · weekly cadence

Retention Forecaster

I forecast NRR for the whole portfolio every week. Which renewals are safe. Which are at risk. What has been done about each.

Forecast · every Monday

Expansion Signal. HighReach

Gold Digger

New team expansion is announced

Pulling company info terms & people

Checking contract & sponsor

12s

A new team joined last month and the exec sponsor is active — this is organic.

Briefing CS team in Slack

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

Gold Digger

I listen to every CS call for expansion signals. The moment one lands, I ping the AE with the quote and a drafted handoff email.

Signal · real-time

Runs the plays

The agents your CSMs and customers see. QBRs, activation, releases, training, handoff, onboarding, carried end to end.

QBR Builder

I draft the deck and the five-bullet agenda the day before every QBR. Adoption trends, stakeholder changes, three notes before you walk in.

Action · day-before drop

Forecaster usage down by 45%

Module Activator

Usage dipped, finding out who stopped and why.

Correlating usage and logins

Mapping users and daily activity

12s

It's isolated to the data team — their integration broke after a migration.

Booking an enablement call

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.

Module Activator

When a critical module goes 14 days silent, I open a save play and drop the outreach in the CSM inbox.

Action · usage-triggered

New release. v3.14 shipped

Release Manager

SF field-sync fix just landed

Reading the #release channel

Filtering target customer

12s

They bought for SSO and onboarding speed-noting both as success criteria.

Drafting targeted outreach

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.

Release Messenger

I watch your releases channel. Every ship becomes a customer-specific email in the CSM drafts, ready to send.

Action · every ship

New ticket · P1 flagged

Support Triage

New ticket, reading it before it sits in a queue

Reading history and past tickets

Searching known issue

12s

Found: SAML clock-skew issue. We have a documented fix.

Briefing CS team in Slack

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.

Support Triage

I read every new ticket the moment it lands, fix the ones I know how to fix, and route the rest to the right human.

Action · adoption

Closed-won. Lemlist

Hand-off Hank

New customer - building the handoff before

Pulling deal terms & notes

Mining the discovery calls

12s

They bought for SSO and onboarding speed-noting both as success criteria.

Briefing CS team in Slack

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

Handoff Hank

I turn the closed deal into an onboarding-ready handoff doc — champion, promised outcomes, watch-outs, kickoff time.

Action · at close

KickOff Complete. SmartLead

Onboarding Tracker

Kickoff done — tracking them to first value.

Creating milestones and checkin

Checking milestones

12s

SSO setup has stalled for 4 days — their admin is the blocker.

Booking a setup session

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

Onboarding Tracker

I run the post-sale timeline. Every milestone owner, every dependency, every slip flagged the day it happens.

Action · milestones

Chief of AI staff

One brief at 8 AM.Everything 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.

Same brief in Slack, email, or the Oliv feed. No dashboards to open.

Olivia

Just now

Chat

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 Manager

Hyrox— Account usage review

11:30 AMJohn Doe (CFO), Jane Doe (AE)

See Meeting Plan

NovaOps<> Q3 launch roadmap

01:30 PMKurt Jones, Jamie Carrigher

See Meeting Plan

QBR Deck Draft

QBR Builder

Maple Retail QBR deck with 5 pointer summary, ready for review

View Deck

Launch Communications

Release Messenger

Task

Customer

Review and send release notes to Mumoso

Mumoso

Send Q2 launch webinar recording to Kurt

EA Sports

Reset the usage cap on the <$50K ARR pricing card before EOQ rollout

NorthBridge Cloud

Pending Proposals

Proposal Pro

NorthBridge Cloud: Phase-One Proposal

Updated with per-environment SLA terms requested by Aaron Park (VP Eng).

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