Get the full picture on any account in 30 seconds
Complete account intelligence in 30 seconds — health score, stakeholder map, risk signals, and actions
Everything included. Cancel anytime.
Account Brief
Full account intel in 30 seconds
What you get
Health score (0-10) with evidence showing exactly which signals drive the score
Stakeholder map with role, last engagement date, and status (Active, Quiet, Dark, Gone)
Risk and expansion signals with specific evidence from account data
Prioritized action plan with concrete next steps tied to real contacts and dates
Delivered in 30 seconds. Run anytime you need complete account context: before meetings, during reviews, or when something feels off.
Live demo · sample data from a real CRM we connected
See Account Brief on a real-shaped portfolio.
Pick a sample book. Run the agent. See the output it would produce, in the same shape as on your real CRM.
A mid-market account in the renewal window. Health is wobbling, the champion left in August, and the CSM hasn't been in front of an exec since June.
Click “Run on sample” to see the output Account Brief produces.
Output renders the same way on your real CRM data. This preview uses sample accounts.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, companies, and engagements. Works with any HubSpot tier.
Agent Pulls Full Context
Aggregates deal history, contact engagement, activity timeline, and commercial data into a single intelligence brief.
See the Full Picture
Health score, stakeholder map, risk signals, expansion opportunities, and a prioritized action plan, everything in one view.
The Difference
Stop guessing. Start knowing.
Without Account Brief
20 minutes clicking through HubSpot tabs to understand an account
No single view of account health, stakeholders, and engagement together
Risk signals scattered across deal records, contact activity, and notes
Asking CSMs for account updates because there's no self-serve intelligence
With Account Brief
Complete account intelligence in 30 seconds: type a name and go
Health score, stakeholder map, and engagement timeline in one report
Risk and expansion signals surfaced with specific evidence
Self-serve account intelligence: anyone on the team can pull it
Capabilities
What's Inside
Instant Account Narrative
Type a company name and get a structured intelligence brief in 30 seconds. No clicking through tabs or compiling from multiple tools.
Health Score with Evidence
A 0-10 composite score backed by specific evidence from the account's data. See exactly which signals drive the score.
Stakeholder Map
Every contact with their role, last engagement date, and status (Active, Quiet, Dark, Gone), so you immediately see single-threading risk.
Risk & Expansion Signals
Specific risk and expansion signals with evidence from actual data, not generic categories.
Recommended Actions
Prioritized actions specific to this account: 'Contact Sarah Chen (last engaged 45 days ago)' not 'schedule a check-in.'
Built for you if…
You're a CSM who needs quick account context before any conversation
You're a VP of CS who wants account intelligence without asking each CSM
You're covering for a teammate and need to get up to speed on their accounts fast
You want a Gainsight-style C360 view without leaving HubSpot
20 minutes of manual research per account, 50 accounts per CSM. That's 16 hours/month.
$25/mo/mo founder rate · everything included · cancel anytime
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history (emails, meetings, calls, notes). We never modify your data.
About 30 seconds. Type a company name and get the full intelligence brief.
No. Customer Health Monitor scores your entire portfolio at once, great for weekly reviews. Account 360 gives deep intelligence on a single account, great for meeting prep and ad-hoc research.
Yes. The stakeholder map shows every contact's status and last engagement. If only one person is active, the agent flags single-threading as a risk signal.
Yes. Cancel anytime. No contracts, no minimums. Your first 3 runs are free.
More in Accounts
Subscribe and see results in 2 minutes
Connect your CRM and Account Brief goes to work across your portfolio. The results land in your Inbox to review and release. Cancel anytime · no per-token costs.
Everything included. Cancel anytime.
$25/mo/mo founder rate · everything included · see pricing