CONTROL · CS Operating System

Built to move NRR.

Three scoped pilots. Eight weeks. No new tools. Each pilot delivers a working system — not a deck, not a recommendation, not a roadmap.

Start a pilot →

Signal → Logic → Action → Measure.

Most CS teams have data. What they're missing is the system that turns it into action automatically.

01 — SIGNAL

Connect your signals

We map what you already have — CRM data, product usage, support tickets, NPS. No new data sources required.

02 — LOGIC

Build the scoring

Retention risk, expansion readiness, onboarding health — logic that fits your segments and your reality.

03 — ACTION

Automate the output

Pre-drafted emails, task routing, meeting briefs — ready before your CSM opens the account.

04 — MEASURE

Track what moves

NRR, time-to-action, coverage rate. Clear metrics from week one after go-live.

Clear scope. Fixed timeline.
Measurable outcome.

Pricing on request · Fixed project fee · No surprises

Pilot 01
4–6 WKS

Onboarding Tracker

Structured onboarding built into your CRM. Every new customer gets a personalized path, guided milestones, and automated alerts when they fall behind — without manual CSM oversight.

  • Personalized onboarding journeys per customer segment
  • Milestone logic and progress tracking in your CRM
  • Automated task alerts and CSM notifications
  • Progress dashboard visible to team and leadership
Pilot 02
4–6 WKS

Customer Intelligence Brief

Before every customer meeting, your CSM has a fully prepared briefing — automatically generated. Key stats, live health signals, updated success plan. No manual prep, no tab-switching.

  • Auto-generated pre-meeting brief per account
  • Health score, usage data, open risks, recent activity
  • Signal-based SWOT updated before every call
  • Success plan pulled and refreshed automatically
Pilot 03
4–6 WKS

Retention & Expansion Signal-to-Action

Your signals are scattered across your stack. This pilot connects them — and turns them into prioritized, automated action. Your CSMs know exactly who to contact, when, and what to say.

  • Mapping of existing signal sources across your tool stack
  • Scoring logic for retention risk and expansion readiness
  • Automated account prioritization — updated in real time
  • Pre-drafted outreach per segment, ready before the call

Common questions.

Does this work with our CRM?

CONTROL is built to work inside your existing CRM — HubSpot, Pipedrive, Planhat, and others. We assess your setup in week one and build accordingly. No migration required.

How much time does this take from our team?

Typically 2–3 hours per week from one internal stakeholder during the pilot. We do the build. Your team reviews, gives feedback, and takes over at handover.

What happens after the pilot?

You own it. Full documentation, clean handover, your team runs it. If you want to extend or add a second pilot, we can — but there's no dependency on us to keep it running.

We only have a small CS team. Is this still relevant?

Especially then. A small team can't monitor every account manually. CONTROL makes sure the right accounts surface automatically — so your CSMs spend time where it matters.

Ready to move NRR?

30 minutes. No sales pitch. I'll look at your setup and tell you honestly whether a pilot makes sense.

Book a call →

Or write directly: christiane@kaiser-cx.com