Customer Success/Beta/one team on the Hivemeld platform
Every account watched.Nothing slips.
A team of agents for health monitoring, renewal prep, QBR briefs, and expansion signals. They read your usage and ticket history every morning and bring you the accounts that need a human. Churn-risk outreach is one of the few things that stops to ask.
Health scan · 64 accounts read58 green, 2 yellow, 0 red
Account
Signal
Renews in
Harbor Mutual
Usage up 2× since onboarding, expansion drafted
23 days
Meridian Trust
Active users down 30% over three weeks, held for your call
41 days
Crestline Payments
QBR prep ready, three expansion signals attached
68 days
Beacon Clearing
Two P1s about exports, docs fix filed
55 days
Alder Finance
Quiet quarter, renewal brief auto-drafted
12 days
Demo data · every flag carries the usage and tickets behind it
Demo company accounts, not customers' data
01A day with the Success team
One book of business, start to finish.
Six steps, no spreadsheet in the middle. Click a step or let it play.
07:00 · health scan64 accounts read
Green58 accounts· usage steady, tickets quietYellow2 accounts · usage dipped two weeks runningRed0 accounts · nothing on fire today
Reading only · built from your usage and ticket history
08:15 · risk flagNeeds a human read
Meridian Trust · renews in 41 daysWeekly active users down 30% over three weeks. Two P1 tickets in the same window, both about the export job timing out. No outreach drafted — churn-risk contact always asks first.
Flagged with evidence, held for your call
10:30 · renewal briefReady to review
AccountHarbor Mutual· renews in 23 daysStoryUsage up 2× since onboarding, 4 tickets, all resolved same-dayAskExpansion: 12 more seats, matched to hiring plan
Every number cited · you send it, not the agent
13:00 · QBR prepOutline ready
SuccessQuarter in review · 5 slidesusage + tickets13:00
Pattern · 3 tickets this weekThree customers asked how exports handle timezones. The agent drafted a help-center update from the resolved threads and linked all three tickets to it.
One row per action, each with the rule or person that allowed it
02Guardrails
Guardrails that match how success teams already work.
Set them once. Most of the day needs nothing from you.
Customer Successguardrails · example setup3 of 5 run automatically
Health scans and risk flags→Automatic
Renewal briefs and QBR outlines→Automatic
Docs updates from ticket patterns→Automatic
Outreach to at-risk accounts→Ask you
Anything touching a renewal date→Ask you
Change any rule in Settings. Rule edits are logged with the editor's name.
03Connections
Built on records you already have.
Hivemeld connects over OAuth. Disconnect any time, and the log stays.
CRM
Built in
Hivemeld CRM
Accounts, renewals, and history live in Hivemeld today, so health scores and briefs cite the same record your reps see.
Email
Live
GmailOutlook
Briefs and follow-ups go out from your connected Gmail or Outlook account, and customer replies feed back into the health picture.
Calendar
Live
Google Calendar
Books conflict-checked QBR invites on Google Calendar, with prep notes attached.
04Pricing
Customer Success is one team. From $750 a month, plus metered usage.
The license covers the agents, the guardrails, the CRM records they work from, and the log. Usage is metered monthly on the same invoice, and you set the team's budget cap with an alert at 80 percent.
UsageMetered monthly. Budget cap and alerts for the team.
IncludesHealth, renewal, QBR, and expansion agents, plus Hivemeld CRM for the team's users.
Full pricing and calculator on the pricing page
05FAQ
The questions success leaders ask.
+Where does the health score come from?
Your own data: product usage, ticket volume and sentiment, invoice history, and engagement with your team. No black box — every flag links to the numbers behind it, and you tune what counts as yellow and red.
+Will it email my at-risk accounts?
Not without you. Churn-risk outreach always stops for approval, with the draft and the evidence attached. Routine check-ins and renewal reminders run on their own inside the rules you set.
+What does it need from us to start?
Access to the systems you already use: CRM, email, and your product usage. The first health scan runs the same day, and the briefs get sharper as history builds.
+How is this different from our CS platform's health scores?
Scores tell you something moved. Agents do the next three steps: pull the evidence, draft the renewal brief, and prep the QBR — then log all of it. The score is the starting line, not the deliverable.
+What does it cost to run?
A license from $750 a month for the Success team, plus usage metered monthly on the same invoice. You set a budget cap for the team, get an alert at 80 percent, and agents stop at the cap. Estimate your total on the pricing page.
