Presentation Generation
Turn every review into a revenue-driving conversation.
Steerco automatically generates executive-ready QBRs, EBRs, and all other presentations from live customer data, so teams spend less time building decks and more time aligning on value, risk, and what to sell next.
Slides and agenda built automatically
Pulls from real, recent data
Actionable insights and follow-ups included
Human-led, AI-powered: you lead the conversation, we do the grunt work
References previous QBRs to improve each one
Choose from our templates or upload your own
QBR Team Guidance for company-wide consistency
High-value engagement. Low-lift process.
Strategic Planning
Turn conversations into a clear renewal and expansion path.
Steerco builds living strategy plans directly from what customers say, across calls, meetings, and notes, so teams can stay aligned on value delivered, risk, and what needs to happen next to protect and grow revenue.
Captures goals, risks, and priorities from real conversations
Solves the sales-to-CS handoff gap
Updates continuously as goals change or insights emerge
Aligns internal teams and customers on clear next steps
Creates a single source of truth for renewal and upsell strategy
Living, breathing asset updated in real time
Team guidance to set format and success plan standards
Customer Research
The revenue insight your team never has time to uncover.
Steerco automatically builds a revenue-ready intelligence brief for every account by combining your internal data with 150+ public and proprietary signals, so expansion opportunities and risk surface early, not after it’s too late.
Combines private customer behavior with public market signals
Connects customer behavior to clear commercial outcomes
Surfaces expansion and renewal risk instantly
Built to scale across your entire book of business
Supercharge every insight with your
existing tools.
Integration Categories
Spot risk or expansion from behavior
Understand pain points
Connect docs and intent signals
