Everything You Need to Grow Accounts, Without the Busywork

Everything You Need to Grow Accounts,
Without the Busywork

Built to support Strategic CS, Success Ops, and Enterprise AMs with ready-to-use decks, briefs, and plans that actually scale.

We replace manual prep work with auto-generated decks, research briefs,
and living success plans built from your calls, data, and systems.

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Customer Research

The insight your team would uncover if they had infinite time.

We automate the research your best reps wish they could do for every account. Steerco combines your internal data (usage, contracts, relationships) with 150+ public and proprietary data sources — like earnings calls, press releases, executive quotes, and hiring trends — to generate a single-page intelligence brief per customer.

Combines private customer behavior with public market signals

Identifies tailored risk and expansion opportunities instantly

Always up to date, refreshed regularly

Built to scale across your entire book of business

Success Plans

From your customer’s mouth to their renewal plan.

Steerco builds success plans from the actual words of your customer — call transcripts, meeting notes, and more — so you’re tracking what they said mattered. Every plan evolves over time, reflecting real progress and shifting goals.

Real-time, AI-generated health scores

Solves the sales-to-CS handoff gap

Updates continuously as goals change or insights emerge

Drives clarity and alignment toward renewal and expansion

Control panel to configure tone, focus, products, and scope

Living, breathing asset updated in real time

Team guidance to set format and success plan standards

QBR Creation

QBR/EBR & Slide Deck Creation

Steerco takes the pain out of QBR prep. We aggregate all your customer data — success plans, usage, tickets, relationship trends — and instantly generate a complete QBR deck: slides, agenda, talking points, and follow-ups. From hours or weeks to minutes.

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.

Supercharge every insight with your
existing tools.

Plug in your tools, drop in your data, and Steerco handles the rest — fully built decks, live success plans,
and trackable goals, straight from your workflow.

Plug in your tools, drop in your data, and Steerco handles the rest — fully built decks, live success plans, and trackable goals, straight from your workflow.