Strategic Planning Software Built for GTM Teams
Build living success plans from real customer conversations. Align your team on goals, risks, and next steps with a single source of truth that updates automatically.
Trusted by GTM Teams Who Plan with Confidence
Key Benefits
What You Get with Steerco Strategic Planning
Seven ways living success plans transform how your team manages customer relationships and drives revenue.
Transform Strategy from Documents to Living Plans
Stop creating strategies that die the moment they're saved. Your success plans update automatically as customer conversations happen, goals shift, and priorities change. Living, breathing assets that reflect reality right now, not what someone documented six months ago.
Solve the Sales-to-CS Handoff Gap
Align Your Entire Team on What Matters
Get everyone on the same page, literally. Internal teams and customers see the same goals, risks, and next steps. No more conflicting priorities or miscommunicated expectations. One plan, one truth, complete alignment on what needs to happen to protect and grow revenue.
Scale Without Adding Headcount
Manage more customers without hiring more people. When success plans build themselves from conversations and update automatically, your team handles larger portfolios without sacrificing quality. Scale your capacity, not your payroll.
Never Lose Context Again
Stop hunting across CRM, CSP, call notes, and emails to piece together customer history. Every goal discussed, every risk identified, every milestone achieved lives in one place. A single source of truth that preserves relationship context as it evolves over months and years.
Before Steerco
URGENT: Churn Risk
Emergency Call
Manual Cleanup
WITH Steerco
Executive Alignment
Expansion Planning
Executive Alignment
Generate
One Click. Done.
Zero Prompts Required
No prompt engineering. No crafting the perfect question. No spending hours editing generic AI outputs. Click a button, get an executive-ready presentation. The intelligence is built into the product so your team focuses on customers, not crafting prompts.
The Difference with Steerco Strategic Planning
See the transformation when your team stops managing scattered documents and starts building living success plans.
Dead Documents
You create a success plan during onboarding. It lives in a Google Doc no one opens again. Six months later, the goals are outdated, the risks have changed, and the strategy is fiction. Your plans die the moment they're saved.
Living Plans
Your success plans update automatically as conversations happen. Goals shift, priorities change, new risks emerge, and the plan reflects it all. A living, breathing asset that shows reality right now, not six months ago.
The Handoff Gap
Sales closes the deal and moves on. Customer success inherits a CRM record with missing notes, vague goals, and zero context. Your CS team spends the first month re-discovering what sales already learned. Customers repeat themselves. Trust erodes.
Seamless Handoff
Everything sales learned transfers automatically. Goals discussed, risks identified, promises made, all preserved and accessible. Your CS team starts with full context from day one. Customers feel known, not forgotten.
Scattered Context
Customer goals live in the CRM. Meeting notes live in Google Docs. Call recordings live in Gong. Risks live in someone's head. Piecing together the full picture requires hunting across six tools and hoping nothing was missed.
Single Source of Truth
Every goal, risk, milestone, and next step lives in one place. Context from every conversation, every system, every touchpoint consolidated automatically. No hunting. No piecing together. Just complete customer context, always accessible.
Misaligned Teams
Sales thinks the customer wants X. CS thinks they want Y. The customer thinks you promised Z. Everyone operates from different assumptions. Misalignment creates friction, delays renewals, and kills expansion opportunities.
Complete Alignment
Internal teams and customers see the same goals, risks, and next steps. One plan, one truth. No conflicting priorities. No miscommunicated expectations. Everyone aligned on what needs to happen to protect and grow revenue.
Manual Data Entry
Your team spends hours logging goals, updating milestones, and documenting risks manually. CRM fields go stale. Plans become outdated. The administrative burden grows with every customer added to the portfolio.
Automatic Capture
Goals, risks, and priorities capture automatically from real conversations. No manual data entry. No forgotten insights. What customers say becomes what your plan reflects. Your team focuses on strategy, not documentation.
Forgotten Insights
Your customer mentioned a key risk three months ago. No one documented it. Now renewal is at risk and you're scrambling to remember what they said. Critical insights disappear because capturing them requires manual effort no one has time for.
Nothing Forgotten
Every insight from every conversation is captured and preserved. Risks mentioned in passing, goals hinted at in calls, priorities revealed in emails. Your plans remember what humans forget. Context compounds over time instead of disappearing.
How Steerco Strategic Planning Works
Powerful capabilities that turn customer conversations into living success plans automatically.
Automated Success Plan Creation
Build success plans directly from what customers say. Steerco captures goals, risks, and priorities from calls, meetings, and notes automatically. No manual documentation. No starting from blank templates. Plans generate from real conversations, not data entry.
Sales-to-CS Handoff Bridge
Eliminate the context gap when deals close. Everything sales learned transfers automatically to customer success. Goals discussed, objections overcome, promises made, all preserved and accessible. Your CS team inherits full context, not a blank CRM record.
150+ Data Integrations
Connect your CRM, CSP, conversation intelligence, billing systems, and more. Your success plans pull context from every source that matters. One connection, automatic data flow. Complete customer context without hunting across tools.
Single Source of Truth
Consolidate customer context into one place. No more scattered notes, forgotten emails, or buried call recordings. Every goal, risk, milestone, and next step accessible in one unified plan. The complete customer picture, always current, always accessible.
Real-Time Updates
Your plans stay current without manual effort. As conversations happen, goals shift, and priorities change, your success plans update automatically. No more outdated documents. No more stale strategies. Living plans that reflect reality right now.
Team Guidance & Standards
Set company-wide standards for how success plans look and what they include. Define your format, your milestones, your risk categories. Every plan across every rep meets your standards automatically. Consistent quality without micromanagement.
Goal & Risk Tracking
Track customer objectives and risks systematically. See what customers are trying to accomplish and what threatens their success. Monitor progress over time. Identify at-risk accounts before renewal conversations, not during them.
Promptless AI
No prompt engineering required. Unlike generic AI tools that demand perfectly crafted questions, Steerco works automatically. Customer context is already connected. Best practices are already embedded. Your team builds strategic plans instantly without becoming AI experts.
How to Build Living Success Plans in Minutes
Four simple steps from connecting your data to aligning your team on customer strategy. No manual documentation. No prompt engineering. Just living plans that update automatically
1
Connect Your Data
2
Set Your Standards
Define your success plan format, milestone categories, and risk frameworks using Team Guidance. Set your standards once, and every plan across every rep meets your requirements automatically. Consistent quality company-wide.
3
Build Plans Automatically
Select a customer and generate their success plan. Steerco captures goals, risks, and priorities from real conversations and connected data. No prompts to write. No blank templates to fill. Plans build themselves from what customers actually say.
4
Evolve with Your Customers
Your success plans update automatically as relationships progress. New conversations add context. Shifting priorities reflect in real-time. Emerging risks surface immediately. Living plans that grow with your customer relationships, not documents that decay in a folder.
Steerco Strategic Planning Use Cases
One platform for every customer strategy workflow your GTM team needs. From onboarding plans to renewal strategies, build living plans for every stage of the customer journey.
Start every customer relationship with a clear path to value. Capture goals from sales conversations, define success milestones, and align on what needs to happen in the first 90 days. Set customers up for success from day one with plans that bridge the handoff gap.
Build your renewal strategy months before the conversation happens. Track value delivered, document risks addressed, and align on what success looks like for the next contract period. Walk into renewal meetings with a plan customers already believe in.
Turn customer conversations into expansion roadmaps. Capture evolving needs, document product gaps, and build strategic plans that connect customer goals to your additional products or services. Expansion happens naturally when you're aligned on what customers are trying to achieve.
Build recovery strategies for accounts showing warning signs. Document risks, align on remediation steps, and track progress toward account health. Get ahead of churn by turning identified risks into actionable plans with clear ownership and timelines.
Manage your most important customer relationships with comprehensive strategic plans. Long-term goals, multi-year roadmaps, executive alignment, and cross-functional coordination. Give your highest-value accounts the structured attention they deserve without drowning in manual documentation.
Who Uses Steerco Strategic Planning
From pre-sales pitch decks to post-sales QBRs to leadership board decks, every GTM role benefits from automated presentation generation.
Proven Results with Steerco Strategic Planning
Handoff Gaps
Every deal close used to mean lost context. Goals forgotten, stakeholders unclear, promises undocumented. Steerco eliminates the handoff gap entirely. CS teams inherit full relationship context from day one. No more re-discovery. No more customers repeating themselves.
From 6 Hours to 5 Minutes
Stop hunting across CRM, call recordings, emails, and spreadsheets to piece together customer context. What used to take hours of manual research now happens automatically. Complete customer context, ready instantly.
Zero
Prompts Required
No prompt engineering. No carefully crafted questions. No hours editing generic AI outputs. Steerco builds success plans automatically from connected data and real conversations. One click to complete customer strategy. Every rep gets the same quality regardless of AI expertise.
