CONTROL · CS Operating System

We turn your CS team
into your fastest
growth lever.

In 6 weeks. No new headcount. No new platform.

Start a pilot → See the pilots →
6
Weeks to your first measurable result.
0
No new tools. Built into your stack.
NRR↑
Designed to drive growth.

Your CS team is working hard.
Just not always on the
right accounts.

What is CONTROL

Not another platform.
A system built into yours.

CONTROL is a CS operating system that turns scattered signals into automated, prioritized actions — inside the CRM your team already uses every day.

No migration. No onboarding. No new tool to maintain. Just logic, automation, and clarity.

Right account, right time Automated prioritization based on signals — not gut feel
Action, not just insight Pre-drafted emails, playbook routing, meeting prep — ready before the CSM opens the account
Zero new tools Runs inside the systems you already pay for. No migration, no training, no friction
CONTROL Pilots

Three pilots. Clear scope.
Measurable outcome.

Not a year-long engagement. You know exactly what you get — and when.

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.

  • Personalized onboarding journeys per customer segment
  • Guided setup with milestone logic and progress tracking
  • Automated task alerts and CSM notifications
  • Progress board visible to team and leadership
Remote · 4–6 weeks Book a call →
Pilot 02
4–6 WKS

Customer Intelligence Brief

Before every customer meeting, your CSM has a fully prepared briefing — automatically generated. Key stats, live SWOT, updated success plan. No manual prep.

  • Auto-generated pre-meeting brief per account
  • Key stats: health score, usage, open risks, recent activity
  • Automated SWOT based on live account signals
  • Success plan pulled and updated before every call
Remote · 4–6 weeks Book a call →
Pilot 03
4–6 WKS

Retention & Expansion Signal-to-Action

Your signals are scattered across your stack. This pilot connects them into one clear picture: who is at risk, who is ready to expand — and what to do about it, automatically.

  • Mapping of your existing signal sources across the stack
  • Scoring logic for retention risk and expansion readiness
  • Automated prioritization so CSMs know exactly where to act
  • Pre-drafted outreach per segment — ready before the CSM picks up the phone
Remote · 4–6 weeks Book a call →
How it works

Structured from week one.

No discovery theatre. No endless workshops. Straight into the work.

01 — ASSESS

We look at what you have

CRM setup, existing signals, team workflows. Fast, focused, straight into the substance.

02 — BUILD

We set up the logic

Triggers, scoring, automation — built inside your existing system, not a new one.

03 — HAND OVER

Your team takes over

Full documentation, clear action framework. Measurable from week one after go-live.

Why CONTROL works

CS strategy + technical implementation.
Both in-house.

CONTROL is built on deep CS operational experience and technical automation expertise. Not a consulting deck — a system that gets built, tested, and handed over ready to run.

The methodology comes from scaling CS organisations through real growth stages. The automation is built by specialists who implement workflow systems every day.

Built with experience from
Brandwatch
Implemented at
Qualiwise Escriba Move XM
CS operations, not theory Built by people who have run CS teams — and know where the system breaks
Automation that actually ships Technical implementation included — no handoff to your dev team
6 weeks, not 8 months Scoped pilots with clear deliverables — measurable from go-live
Built for your existing stack No migration, no new tools, no extra training — runs inside what you already use

Ready to turn CS into a growth lever?

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