Stop spending half a day building business review decks
A business review prep page built from what your agents already found
It's free — connect your CRM in one click.
Business Review
Business review prep from what your agents found
What you get
Complete business review deck: executive summary, health scorecard, value delivered, and risks
Strategic recommendations for the next quarter based on account data
Mutual action plan with proposed next steps, owners, and target dates
Renewal outlook with probability assessment and pricing approach
Delivered in 60 seconds. Run per account or anytime you need a business review.
Live demo · sample data from a real CRM we connected
See Business Review 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 healthy mid-market account heading into a renewal conversation. The business review positions the expansion ask.
Click “Run on sample” to see the output Business Review 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, and engagements. Requires HubSpot Professional or higher.
Agent Builds Your Business Review
Pulls deal history, contacts, and engagement data to generate a complete business review deck with health scorecard and strategic recommendations.
Present or Share
Get a ready-to-present business review deck with mutual action plan and renewal outlook. Email it or walk through it live.
The Difference
Stop guessing. Start knowing.
Without Business Review
Half a day per account compiling business review content from HubSpot, spreadsheets, and slides
Generic business review templates with placeholder text you have to fill in manually
No data-driven recommendations, just recapping what happened
Skipping business reviews for smaller accounts because the prep isn't worth the time
With Business Review
Complete business review deck in 60 seconds, ready to present or email
Every section populated with real account data and engagement metrics
Strategic recommendations based on the account's actual health and signals
Business reviews for every account, not just your top 5, with no prep time barrier
Capabilities
What's Inside
Complete Business Review Deck
Executive summary, health scorecard, value delivered, risks, recommendations, mutual action plan, and renewal outlook, all in one report.
Health & Engagement Scorecard
Composite health score with dimension breakdown and engagement timeline showing trends.
Strategic Recommendations
3-5 specific recommendations for the next quarter based on account data and engagement patterns.
Mutual Action Plan
Proposed next steps for both sides with owners and target dates, ready to share with the customer.
Renewal Outlook
Probability assessment and recommended pricing approach based on account health and engagement signals.
Built for you if…
You're a CSM who runs business reviews and spends hours building each one
You're a CS leader who wants consistent business review quality across your team
You skip business reviews for smaller accounts because the ROI on prep time doesn't justify it
You want business reviews that include forward-looking recommendations, not just backward-looking recaps
A great business review can lock in a renewal. A skipped business review can lose one.
Every agent on every plan · it's free to connect your CRM
Common Questions
Read-only access via OAuth to deals, contacts, companies, and engagement history. We never modify your data.
About 60 seconds. Select an account and get a complete business review deck ready to present or share.
The agent generates a standard business review structure (executive summary, health scorecard, value delivered, risks, recommendations, action plan, renewal outlook). You can edit the output before presenting.
Yes. The business review includes proposed next steps for both sides with suggested owners and target dates, ready to share with the customer.
More in Accounts
Customer Health Monitor
Portfolio-wide health scores for every account, not just renewals, using standard CRM data
Customer Entitlement Scorecard
At 85 percent of a purchased entitlement, drafts one expansion move; inside 60 days of renewal, sizes the renewal to real use
Meeting Brief
Complete meeting brief for any customer conversation in 60 seconds — adapted to the meeting type
Connect your CRM and see it on your book
Connect your CRM and BaseCommand goes to work across your portfolio: health scoring, dashboards, and renewal reports on the data you already have. Business Review is included on every plan.
Every agent on every plan.
Every agent on every plan · see pricing