Schedule

Customer Success runs mostly when you ask. You request a churn risk report, a quiet clients list, a renewal forecast, or any of its other reads, and it answers on the spot. It does not watch your clients in the background and push you alerts the moment a threshold is crossed. The one thing it does on its own is record a daily health snapshot that feeds a weekly digest.

On-Demand (Any Time)

Ask for a churn risk report, quiet clients list, book of business overview, renewal forecast, onboarding status, a QBR prep summary, reference candidates, or expansion opportunities at any point in the day. The agent reads the latest signal data when you ask and posts the result right away.

There is no queue or delay: results appear within a few seconds of your request.

Daily Health Snapshot

Once a day, Customer Success records a health snapshot for each client. You do not see this snapshot directly. It is the history that lets the agent show how a client is trending over time rather than only where they stand right now, and it is what the weekly digest reads from.

Weekly Health Digest

Once a week, the agent posts a health digest built from those snapshots: a roll-up of the book, which clients moved since last week, and what warrants a closer look. This is the rhythm of "here is where things stand" so a quiet client gets caught even on a week nobody thought to ask.