Frequently Asked Questions
About the Steerco Platform

Steerco is an end-to-end revenue execution platform for B2B companies. We do the work of finding hidden leads, engaging every deal with bespoke branded collateral, and increasing LTV through automated expansion and renewal — so your revenue team spends time on conversations, not grunt work. We set it up on your data, run it with you, and keep it producing — one system to grow and retain revenue.

Steerco is built for teams that own a revenue number — from a single closer to enterprise GTM orgs. Account Executives, Account Managers, Customer Success Managers, Revenue Leaders (VPs of Sales, CS, CROs), RevOps teams, and agency owners managing client relationships. If your team is trying to find more leads, close more deals, and retain more customers — Steerco does the work. See Steerco for GTM Teams → or Steerco for Revenue Leaders →

It means Steerco closes every leak in the revenue lifecycle — not just one stage. Most tools help with one piece: a CRM stores data, a presentation tool makes slides, an outreach tool sends emails. Steerco covers the full motion: Find Hidden Leads (capture the 97% of visitors who never fill out a form), Bespoke Engagement (auto-generate and deploy customized collateral until the deal closes), and Increase LTV (automate expansion and renewal post-sale). One platform. The whole funnel.

The Digital Lasso is how we describe Steerco's revenue motion: we rope anonymous traffic into your funnel and keep hold through close, expansion, and renewal. Capture → Engage → Keep. 97% of B2B visitors never identify themselves. The Digital Lasso catches them before they disappear, deploys bespoke engagement until they close, then automates the post-sale motion to protect and grow the account.

Your CRM stores what happened. Steerco executes what needs to happen next. We sit on top of your CRM — pulling data from Salesforce, HubSpot, and 600+ other sources — to generate bespoke collateral, identify anonymous visitors, and automate expansion and renewal workflows. Keep your CRM as the system of record. Add Steerco as the revenue execution layer. See the Salesforce integration → or HubSpot integration →

Those tools make prettier slides. Steerco drives revenue outcomes. Gamma and Beautiful.AI help with design — they don't capture anonymous website visitors, don't identify which leads to prioritize, and don't automate the post-sale expansion motion. Steerco generates bespoke branded collateral from live data across 600+ integrations as the engagement mechanism inside a full revenue execution workflow.

Generic AI generates a draft — then your team spends hours editing, fact-checking, and reformatting it. Quality varies by who's prompting. Steerco is purpose-built and promptless. Customer context is already connected. Best practices are already embedded. One click generates executive-ready bespoke collateral. No prompting expertise required. And unlike a chat session, Steerco outputs are persistent, branded, and tied to live data sources.

Steerco has three pillars: Find Hidden Leads (identify and capture the 97% of B2B website visitors who never fill out a form), Bespoke Engagement (auto-generate and deploy customized branded collateral — proposals, QBRs, expansion decks — until the deal closes), and Increase LTV (post-sale automation for expansion and renewal). All three are powered by 600+ native integrations and enterprise security including SOC 2 Type II. Explore the full platform →

97% of B2B website visitors never fill out a form. They browse, evaluate your product, and leave — anonymous. "Find Hidden Leads" is Steerco's visitor identification capability. We capture and identify those visitors so your team can engage them before the competition does. The leads are already there. Steerco makes them visible.

Steerco uses a combination of reverse IP lookup, company identification, and behavioral signals to match anonymous traffic to known companies and contacts. When a prospect from a target account visits your site, Steerco surfaces the signal — company, pages visited, time on site — so your team can act on it immediately.

Fast enough to matter. Follow-up that takes longer than 5 minutes drops conversion by 8x. Steerco surfaces visitor signals in real time so your team can respond while the prospect is still engaged — not the next morning when the moment has passed.

The identified lead flows directly into the Bespoke Engagement motion. Steerco can auto-generate a customized outreach deck or proposal — personalized to the visitor's company, industry, and likely pain point — so your rep contacts them with something relevant, not a generic template.

Minimal setup. A lightweight tracking script added to your site is all it takes. No engineering project. Most teams are identifying visitors within the same day they connect.

No — it's upstream of that. Form fills capture the 3% who are ready to raise their hand. Steerco captures the other 97% who are evaluating but not yet ready to self-identify. Both matter. Steerco addresses the larger, harder-to-reach pool.

Bespoke Engagement is Steerco's ability to auto-generate and deploy customized, branded collateral — proposals, QBRs, EBRs, renewal decks, one-pagers — personalized to each account, until the deal closes. Not a template everyone gets the same version of. A bespoke piece built from live data, in your brand, for that specific deal.

QBRs, EBRs, renewal decks, expansion proposals, pitch decks, one-pagers, and board presentations. Any customer-facing or internal document that requires pulling data from multiple sources can be automated. Each type is optimized for its specific audience and purpose. See Strategic Planning →

Steerco connects to your existing data sources — CRM, CSP, billing, product analytics, conversation intelligence — through 600+ native integrations. When you trigger generation, we pull real-time data, apply your templates and brand standards, and synthesize everything into an executive-ready piece. What used to take 4–6 hours of manual work happens in about 5 minutes.

Yes. Upload your existing templates and Steerco generates collateral in your format with your branding. Your slide layouts, color schemes, and formatting preferences are preserved. Steerco can also extract your brand from a URL or PPTX file in under 90 seconds. Most teams use a mix of their own templates and Steerco's proven formats depending on the document type.

Yes. Batch generation lets you create collateral for multiple accounts simultaneously. Generate QBRs for your entire book of business at once, or set up triggers that automatically create renewal decks when risk flags appear in your CRM. Scale the quality of a bespoke consultant across hundreds of accounts at the speed of an algorithm.

Steerco pulls data directly from your connected sources at the moment of generation. No manual data entry means no stale information. No copy-paste means no outdated numbers. Your collateral reflects account reality right now — not last week's snapshot.

When a deal closes, Steerco automatically creates a success plan with full sales context — every goal discussed, every risk identified, every commitment made. CS inherits a complete picture on day one instead of a CRM record with three bullet points. Customers never repeat themselves. The handoff gap disappears. See Strategic Planning →

Post-sale, Steerco automates the expansion and renewal motion. Living success plans update automatically as relationships evolve. Expansion signals surface from product usage, billing patterns, and customer conversations. Renewal risks flag early — before it's too late to act. A 5% retention gain drives 25%+ profit improvement. Steerco makes that gain systematic, not accidental.

It's 5x cheaper to retain a customer than acquire a new one. And a 5% improvement in retention drives more than 25% improvement in profit. Most revenue teams spend 80% of their energy on new logo acquisition and 20% on retention — even though the math says to flip that ratio. Steerco automates the retention motion so you can capture that upside without adding headcount.

Steerco connects customer behavior to commercial signals. When usage patterns indicate readiness, when external signals suggest growth (funding rounds, new initiatives), or when conversations reveal evolving needs — expansion opportunities surface automatically. You spot upsell and cross-sell moments based on data, not guesswork.

Steerco monitors signals that indicate potential churn: declining product usage, negative support interactions, organizational changes like champion departures, or external pressures like budget cuts in earnings calls. Risks surface instantly so you can intervene proactively. Prevention beats scrambling at renewal time.

Strategic Planning is the operational layer that powers the LTV motion. Living success plans track goals, risks, and milestones per account. They update automatically as conversations happen. When a risk or expansion signal appears, the success plan already has the context your team needs to act. See Strategic Planning →

Both options are available. Steerco can trigger workflows automatically based on signals from your connected systems — when a lifecycle stage changes, when a usage threshold is hit, or when a risk flag appears in your CRM. Or your team triggers generation manually for specific accounts. Start with manual and automate as you see the patterns.

Steerco offers 600+ native integrations across your entire GTM tech stack — CRMs, customer success platforms, conversation intelligence tools, billing systems, product analytics, marketing automation, and accounting software. We use Hotglue as our primary integration platform, ensuring reliable, enterprise-grade connectivity to the tools you already use.

Steerco integrates with all major CRM platforms including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, Zoho, Copper, and Close. Your CRM remains your system of record. Steerco pulls account data, contact information, deal stages, and relationship history to power engagement collateral, success plans, and customer research. See the Salesforce integration → or HubSpot integration →

Beyond CRM, Steerco connects to conversation intelligence (Gong), product analytics (Amplitude, Mixpanel, Heap, PostHog, Fullstory), billing systems (Stripe, Chargebee, Recurly, Zuora), marketing automation (Klaviyo, Mailchimp, Marketo, Iterable), and accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct). The more sources you connect, the richer your revenue execution becomes. View all integrations →

Steerco uses real-time and near-real-time data synchronization depending on the integration type. When you generate collateral or view a success plan, data is pulled fresh from your connected sources. No stale spreadsheets. No "as of last week" asterisks. Your outputs reflect account reality at the moment you need it.

Most integrations use standard OAuth authentication. Log in to Steerco, navigate to Integrations, select your tool, authorize access, and data starts flowing. No code required. No complex permissions to configure. No IT project needed. Most teams connect their primary data sources within minutes and are generating outputs the same day.

Steerco supports bi-directional sync with key systems like Salesforce and HubSpot. We pull data to power your collateral and plans, and sync engagement signals and updates back to your CRM. When stakeholder engagement changes in Steerco, your CRM reflects it. This keeps your system of record current without manual updates.

Steerco includes an AI standardization tool that handles messy data automatically. It maps inconsistent field names to unified metrics, reconciles conflicting data across sources, and normalizes different formats into coherent narratives. "Customer_Health_Score_v3" and "Red/Yellow/Green" both become a clear health indicator. You don't need perfect data to get quality outputs.

Steerco covers 600+ integrations, so most GTM tech stacks are fully supported. If you use a tool we don't currently integrate with, reach out to our team. We regularly add new integrations based on customer needs, and our API architecture makes adding new connections straightforward. We want to support your entire stack.

Yes. During integration setup, you authorize specific data access permissions. Steerco only accesses the data needed to power your engagement collateral, success plans, and revenue workflows. You maintain control over what's connected and can revoke access at any time from your source system's settings. Your data, your control.

Visit our Integrations page → for the complete catalog of 600+ native integrations organized by category: CRM, conversation intelligence, product analytics, billing, marketing automation, accounting, and more. You can also contact our team → to discuss your specific tech stack and integration requirements.

Steerco uses enterprise-grade security to protect your data. All data is encrypted in transit using TLS and encrypted at rest. We implement role-based access controls to ensure only authorized team members can access sensitive information. Our infrastructure is designed with security as a foundational principle, not an afterthought.

No. Your customer data is never used to train our AI models or any third-party models. Your information stays yours. We process your data solely to generate engagement collateral, success plans, and revenue intelligence for your team. Your competitive advantage remains protected.

Steerco uses secure OAuth authentication for all data source connections. No credentials are stored on our systems. For user access, we support role-based permissions so you can control who sees what within your organization. SSO/SAML is available on enterprise engagements. Administrators can manage access levels and revoke permissions at any time.

Steerco maintains SOC 2 Type II certification. For specific details about additional compliance documentation, please contact our team →. We're happy to provide detailed security documentation and complete any security questionnaires required by your procurement process.

Steerco uses secure, enterprise-grade cloud infrastructure for data storage. For specific details about data residency, geographic locations, and infrastructure providers, please contact our team →. We can discuss your organization's specific data residency requirements during the evaluation process.

All integration connections use secure OAuth authentication and encrypted data transfer. We only access the specific data permissions you authorize during setup. Data pulled from your connected systems is processed within our secure environment and never shared with other customers or third parties. You can revoke integration access at any time from your source system settings.

Yes. Steerco supports role-based access controls that let you define who can view and interact with different data sets. Administrators can configure permissions based on roles, teams, or specific account assignments. This ensures team members only access the customer information relevant to their responsibilities.

You own your data. If you choose to end your Steerco subscription, we provide a clear data export and deletion process. Your customer information can be exported in standard formats, and we will delete your data from our systems according to your instructions and our data retention policies. No lock-in. No data hostage situations.

Yes. Steerco performs regular security assessments to identify and address potential vulnerabilities. We continuously monitor our systems for security threats and implement updates to maintain protection. For details about our security audit practices, please contact our team → for documentation.

We understand enterprise procurement requires thorough security evaluation. Our team can provide detailed security documentation, complete vendor security questionnaires, and participate in security review calls with your IT or InfoSec teams. Contact us → to request security documentation or schedule a security-focused conversation.

Most teams are generating engagement collateral and identifying anonymous visitors within days of connecting their first data source. Our enterprise customers typically see their first meaningful revenue signal — a captured lead, a closed expansion deal, a renewed at-risk account — within 7 days of go-live.

No. Steerco is built for revenue teams to implement without IT dependency. Data source connections use standard OAuth authentication that any authorized user can complete. No code, no complex permissions, no IT tickets. Your GTM team can connect, configure, and start generating within the same day.

Onboarding includes dedicated setup support, data source connection assistance, template configuration, Team Guidance setup, and training for your team. We work closely with you to ensure Steerco is configured to match your workflows and standards. Our goal is to get you generating quality outputs quickly — not to drag out implementation.

Just access credentials to the data sources you want to connect (CRM, conversation intelligence, billing, etc.) and any existing templates you want to use. No data migration required. No spreadsheet preparation. No cleanup projects. Steerco connects to your systems as they are and handles data standardization automatically.

Yes. Steerco is modular by design. Many teams start with visitor identification to capture hidden leads, then expand into bespoke engagement collateral, then into the post-sale LTV motion as they see value. Prove ROI in one area before scaling your investment. Start where you need the most help.

Steerco is promptless and intuitive. Most users are productive within their first session. Select an account, choose a collateral type, click generate. No AI expertise required. No complex training programs. If your team can lead a customer conversation, they can use Steerco. The learning curve is minimal by design.

Yes. Many organizations start with a pilot team or specific use case to validate value before broader rollout. Test with your most active reps or a specific customer segment. Once the pilot team demonstrates results, expanding to the full GTM organization is straightforward. We support whatever rollout approach works for your organization.

Book a call → to see Steerco in action with your use cases. We'll walk through how visitor identification, bespoke engagement, and the post-sale LTV motion would work with your data sources and customer base. From there, we scope a structured pilot. Most teams go from first conversation to live results within a week.

Full support is included with every Steerco engagement. This includes access to our support team, documentation and knowledge base, video tutorials, and regular check-ins with your account team. You're never left figuring things out on your own. Support is part of the partnership — not an upsell.

You can reach our support team through multiple channels: email, in-app messaging, and scheduled calls with your account team. For urgent issues, our team responds quickly to ensure minimal disruption to your workflows. We're here to help whenever questions arise or issues occur.

Every customer receives a dedicated account manager who understands your organization, your use cases, and your goals. Your account manager serves as your primary point of contact for strategic guidance, expansion conversations, and escalations. For larger deployments, we also provide dedicated implementation and customer success support.

Steerco provides a comprehensive knowledge base with articles, guides, and FAQs covering all platform capabilities. Video tutorials walk through common workflows and features. Most questions can be answered quickly through self-service resources — but our support team is always available when you need direct assistance.

We actively listen to customer feedback and regularly implement feature requests. Submit requests through your account manager or support channels. Our product team reviews all requests and prioritizes based on customer impact and strategic alignment. Many of Steerco's capabilities exist because customers asked for them. Your input shapes our roadmap.

Steerco releases updates and new features regularly. Platform improvements, new integrations, and capability enhancements are deployed continuously. You benefit from ongoing innovation without needing to manage upgrades or installations. New features appear automatically — and we communicate significant updates through release notes and account team outreach.

Steerco maintains high availability standards to minimize disruptions. If issues occur, our team responds quickly to diagnose and resolve problems. We communicate transparently about any service disruptions and provide status updates until resolution. Our goal is to keep your team productive without interruption.

Absolutely. Beyond troubleshooting, our team helps you get maximum value from Steerco. This includes guidance on template optimization, Team Guidance configuration, workflow best practices, and expanding into additional capabilities. Regular check-ins with your account team focus on outcomes — not just usage metrics.

Yes. Enterprise customers receive enhanced support including dedicated account management, priority response times, custom training sessions, and direct access to product and engineering teams for complex requirements. For organizations managing large portfolios, we provide the support structure needed for successful large-scale deployment. Contact us → to discuss enterprise support options.

We welcome all feedback. Share thoughts with your account manager, respond to periodic check-in surveys, or reach out directly to our team. We conduct regular customer conversations to understand what's working and what could improve. Your experience shapes how we evolve the platform. Partnership means your voice matters.