Give your team standardized plays — built from your actual portfolio data
Tailored CS playbooks built from your real portfolio data and account archetypes
3 free runs to try first. No credit card required.
CS Playbook Builder
Playbooks tailored to your portfolio
What you get
Actionable CS playbook tailored to your portfolio's real risk distribution and archetypes
5 playbook types: Risk Mitigation, Renewal Execution, Onboarding, Expansion, or Health Recovery
Specific account assignments — which accounts to run each playbook on today
Adaptive recommendations that shift based on your portfolio's current patterns
Delivered in under 2 minutes. Run whenever you need a new playbook or want to update one based on current portfolio conditions.
How It Works
Up and running in under 2 minutes
Connect HubSpot
One-click OAuth. Read-only access to deals, contacts, and engagements. Works with any HubSpot tier.
Agent Analyzes Your Portfolio
Scans your deals to understand risk distribution, engagement patterns, and account archetypes — then builds playbooks around what your portfolio actually needs.
Get Your Playbook
A ready-to-execute playbook with specific account assignments, priority rankings, and steps that reference your real data.
The Difference
Stop guessing. Start knowing.
Without CS Playbook Builder
Every CSM handles accounts differently — no standard process
Generic playbook templates that don't connect to your actual accounts
No way to know which accounts need which play right now
Playbooks created once and never updated for current conditions
With CS Playbook Builder
Standardized plays built from your portfolio's real data
Every playbook shows which specific accounts to run it on today
Plays adapt to your portfolio — champion-loss heavy? Playbook emphasizes multi-threading
Refresh anytime to get updated plays based on current conditions
Capabilities
What's Inside
Portfolio-Aware Playbooks
Every playbook starts by analyzing your actual deals — risk distribution, archetypes, engagement patterns.
5 Playbook Types
Risk Mitigation, Renewal Execution (90/60/30 countdown), Onboarding, Expansion, or Health Recovery.
Real Account Assignments
Each playbook shows which specific accounts to run it on today, with priority ranking.
Adaptive Recommendations
Playbooks adapt to your portfolio — if most risk is champion-loss, mitigation emphasizes multi-threading.
Built for you if…
You're a CS leader building standardized processes for your team
You're a CSM who wants clear guidance on which play to run on which account
You're scaling a CS team and need repeatable playbooks, not tribal knowledge
You want playbooks that connect to real accounts, not generic templates
Inconsistent CS execution is the #1 cause of preventable churn. This agent is $10/mo.
3 free runs. No credit card. Cancel anytime.
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history. We never modify your data.
Under 2 minutes. Connect HubSpot, choose a playbook type, and get a portfolio-aware playbook with account assignments.
Risk Mitigation, Renewal Execution (90/60/30 countdown), Onboarding, Expansion, and Health Recovery. Each is structured differently based on the play type.
Each run generates a fresh playbook based on current data. Run it monthly or quarterly to keep your plays aligned with portfolio conditions.
Yes. Cancel in one click on agent.ai. No contracts, no minimums. Your first 3 runs are free.
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See the difference in 2 minutes
Connect your HubSpot, run CS Playbook Builder, and see results before you spend a dollar. 3 free runs included.
Want every agent? Get all 39 for $25/mo