Stop Losing Customers You Should Keep. Build Systematic Retention.
Transform risk visibility into retention strategy with systematic workflows that turn insights into action.
Steerco Retention Workflow
Before: Reactive
Acme Corp
High Risk
Health Score Drop
Last activity: 45 days ago. No context
found.
Stark Ind.
Renewal Risk
Renewal in 3 days
QBR overdue. Sponsor left.
Searching emails for context...
After: Proactive
Wayne Ent.
Healthy
Strategic Goals
75% Complete
Executive Business Review
Scheduled: Tomorrow, 2:00 PM
Retention Rate
105%
NRR
Solve Critical Client Retention Challenges with Steerco
Customer success teams face critical challenges that lead to preventable customer loss and wasted retention capacity. From risk visibility without action to inconsistent engagement quality, these problems compound to create reactive teams instead of proactive retention strategies. Address each systematically to improve retention rates and expand customer lifetime value.
Lost Context &
Relationship Continuity
Generic Data
10-K Reports
News Feeds
Job Postings
150+ Signals
Sales-to-CS handoff gap creates critical information loss. Customer goals discussed during the sale disappear by the first QBR. No single source of truth for renewal and upsell strategy. Relationship context vanishes as CSMs change or time passes.
Inconsistent Customer Engagement Quality
CS Team
Sales Context
Quality of QBRs and EBRs varies wildly by CSM. Hard to scale your best CSM behaviors across the entire team. Some customers get strategic business reviews, others get status updates. Your retention outcomes depend on which CSM manages the account.
Time Spent on Admin vs. Customer Success
Typical Calendar
Steerco Calendar
Emergency Call
Support Esc.
Firefighting
No time for strategy
Strategic QBR Prep
Growth Planning
Success Review
Adoption Check
QBR preparation takes days per customer. Manual research across multiple tools for each customer touchpoint. Your CSMs spend more time building decks than building relationships, limiting how many customers they can successfully manage.
Risk Visibility
Without Action
Dashboard Alert
Workflow Triggered
Teams have dashboards showing risk, but no systematic workflow to manage it. Predictive tools tell you which customers are at risk and when, but not what to do about it daily. Visibility alone doesn't prevent customer loss.
Client Retention Solutions for Every Role
Different roles face different bottlenecks in driving retention. From frontline CSMs managing daily customer relationships to leaders scaling retention across portfolios, each role needs targeted solutions to improve customer lifetime value. Discover how to transform your team's retention capacity and build proactive customer success strategies.
For Revenue Operations: Build Predictable Retention at Scale
Move beyond tracking retention to driving it. Connect 150+ data sources for complete customer context, measure true engagement quality across the team, and create systematic workflows that turn retention insights into repeatable outcomes. Make retention predictable, not hopeful.
For Executive Leadership: Transform Retention Economics
Scale customer success without linear cost increases. Improve retention rates while managing more revenue per CSM, gain board-ready visibility into retention drivers, and transform customer success from cost center to growth engine through systematic retention strategy.
For Customer Success Managers: Turn Every Customer Into a Retention Win
Stop spending days preparing QBRs and start spending that time on strategic customer engagement. Automate success planning, customer research, and presentation building so you can focus on proactive relationship management that prevents customer loss and drives expansion.
For Account Managers: Secure Renewals While Driving Expansion
Identify renewal risks and expansion opportunities early with automated customer intelligence. Spend less time building renewal presentations and more time on strategic account planning that secures retention and grows account value simultaneously.
For Customer Success Leadership: Scale Retention Excellence Across Your Portfolio
Replicate your top performers' retention strategies across the entire team. Set team guidance for consistent engagement quality, gain visibility into every customer relationship, and manage more revenue per CSM without sacrificing retention rates. Transform customer success from art to systematic science.
The Steerco Advantage: Solving Client Retention Challenges for CS Teams
Steerco is uniquely designed to address the most pressing challenges faced by customer success teams in driving retention. Here's how our platform stands out in transforming retention from reactive firefighting to proactive strategy:
Living Success Plans, Not Static Documents
Customer objectives tracked and updated continuously, not quarterly. Success plans that evolve as customer goals change, capturing insights from every conversation. Customer goals, risks, and relationship history never get lost. What your pre-sales teams discussed in the sales cycle stays visible through renewal.
Batch Presentation Generation
Generate presentations for your entire portfolio at once. Trigger renewal decks for all accounts approaching expiration. Create QBRs for every customer simultaneously. Deploy personalized presentations at scale while maintaining quality and brand consistency. What used to require days of individual effort happens in minutes.
Consistent Engagement Quality Across Every Customer
Scale your best CSM behaviors across the entire team. Every customer gets the same high-quality research, strategic insights, and proactive engagement regardless of which CSM manages the account. Governance without micromanagement through team guidance that ensures brand consistency and quality standards.
Portfolio-Wide Visibility Dashboard
See engagement quality across your entire customer portfolio. Drill down from organization-wide metrics to team performance to individual rep to specific customer interaction. Understand not just what happened, but how your team engages customers. Identify coaching opportunities and governance gaps instantly.
Manage More Revenue Per CSM Without Sacrificing Quality
Scale from 10 accounts to 20+ accounts per CSM while maintaining or improving retention rates. Automation handles the busywork so your team capacity goes to strategic relationship management. Better customer outcomes with fewer resources through systematic workflows.
Complete Customer Context from 150+ Sources
Full picture of customer health by combining product usage, support tickets, CRM data, emails, call transcripts, and external market signals. No more hunting across systems. No more missing critical context. Every customer interaction informed by complete relationship history and real-time signals.
Predictable Renewal Process, Not Last-Minute Scrambles
Identify renewal risks 6 months early, not 30 days before expiration. Systematic workflows ensure every at-risk customer gets proactive intervention. Track engagement quality and customer progress against success milestones. Transform renewals from stressful surprises to predictable outcomes.
How Steerco Transforms Retention Strategy in 4 Simple Steps
Steerco transforms your customer success workflow from reactive firefighting to proactive retention. Here's how we turn scattered customer data into systematic retention strategy in minutes, not days.
Connect Your Data Sources
Authenticate Steerco with your existing tech stack in minutes. Connect your CRM (Salesforce, HubSpot), conversation intelligence (Gong), product analytics (Amplitude, Mixpanel), billing systems (Stripe, Chargebee), and 150+ other sources. No data migration. Just secure OAuth connections that provide complete customer context.
Automate Your Workflows
Set up your retention workflows once, then let Steerco handle the execution. Automate success plan creation, QBR preparation, risk detection, and customer research. Configure triggers based on health score changes, renewal milestones, or expansion signals. Your team guidance ensures every CSM delivers consistent, high-quality engagement across all customers.
Generate Intelligence Automatically
Steerco synthesizes data from all connected sources into actionable retention intelligence. Success plans update continuously as customer goals evolve. QBRs auto-populate with engagement metrics, health trends, and expansion opportunities. Risk indicators surface 6 months before renewal, not 30 days out. Customer context persists from sales handoff through renewal, never getting lost as relationships progress.
Drive Retention Action
Deploy your reclaimed capacity toward proactive customer success. The 12 to 15 hours per week previously spent on QBR prep now fuels strategic relationship management and early intervention. Every customer interaction is backed by complete history, live health data, and systematic success planning. Early detection enables prevention, transforming retention from reactive firefighting to predictable outcomes.
Proven Retention Impact with Steerco
Months Early Risk Detection
Identify renewal risks and expansion opportunities 6 to 9 months before renewal date instead of discovering problems 30 days out, enabling proactive intervention that prevents customer loss.
Customer Retention Rate
Customer success teams using Steerco achieve X%+ retention rates through proactive engagement, early risk detection, and systematic success planning that prevents customer loss before it happens.
12-15
Hours Per Week Reclaimed Per CSM
Customer success teams reclaim average of 12 to 15 hours per week previously spent on QBR preparation, manual research, and data gathering across multiple systems.
