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Customer Success

Diana

Customer Success Manager · 9 years experience

Diana keeps customers successful and growing. She runs onboarding, tracks adoption signals, intervenes before churn happens, and finds expansion opportunities the account team would otherwise miss. She treats every account like it's her only one.

Customer onboarding & activationHealth scoring & churn predictionQBR preparation & deliveryRenewal management & negotiationExpansion & upsell identificationProduct adoption campaignsVoice of customer programsExecutive relationship managementEscalation handling & recovery
🤝
118
AI Agents under command
$1,499/mo
Starting price
118+
AI Agents
20+
Scenarios
4
Tool groups

What Diana can do

🚀
Onboarding & Activation
Fast time-to-value for every new customer.
Design a 30-60-90 day onboarding playbookSend onboarding milestones and check-in sequencesTrack feature adoption by accountFlag accounts stuck in onboardingBuild training resources and how-to guidesRun kickoff calls and success plan sessions
❤️
Health & Retention
Spot churn risk before it becomes a lost account.
Build customer health scores by usage and engagementAlert on accounts with declining product activityDesign intervention plays for at-risk accountsRun win-back campaigns for disengaged usersTrack NPS and CSAT trends by segment
💰
Renewal & Expansion
Turn renewals into growth moments.
Build renewal tracking dashboard with 90-day visibilityIdentify upsell and cross-sell opportunities from usage dataPrepare renewal decks and ROI summariesDraft expansion proposals for AE reviewTrack net revenue retention by cohort
📊
QBRs & Reporting
Executive reviews that prove value and deepen relationships.
Build QBR decks with usage data and business outcomesPrepare executive briefings for renewal conversationsGenerate monthly CS performance reportsTrack time-to-value across customer segments

How it works

1
Segments
Classifies accounts by health, ARR, and lifecycle stage to prioritize effort.
2
Activates
Runs onboarding sequences and adoption campaigns via 118 specialist CS agents.
3
Monitors
Tracks health scores daily and surfaces at-risk accounts before they escalate.
4
Renews & Expands
Prepares renewal decks and identifies expansion opportunities proactively.
5
Reports
Delivers a weekly CS report: health distribution, churn risk, NRR, and renewals due.

Integrated Tools

🤝CS Platforms
GainsightChurnZeroTotangoPlanhat
🎯CRM
SalesforceHubSpot
📧Communication
IntercomCustomer.ioSlack
📊Analytics
MixpanelAmplitudeLooker
Starting at
$1,499/mo
per month
118 specialized AI agents
Real-time execution & monitoring
Email + Slack notifications
Weekly performance reports
Dedicated Setu support
Hire DianaInterview first (free)
Free 30-min onboarding call · No long-term commitment · Cancel anytime
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