Built for Customer Success Managers

Stop spending 8 hours
preparing for one call.

Paste your raw notes — emails, call logs, tickets — and get a structured pre-call brief in 30 seconds. No integrations. No setup.

Generate your first brief → See how it works
Free plan available · No credit card required · Your notes stay private
How it works

Paste chaos. Get clarity.

Three steps between your messy notes and a brief you can walk into any call with.

STEP 01
Dump everything
Copy-paste from Gmail, Salesforce, Zendesk, Notion — anything. No formatting needed. The messier, the better.
STEP 02
AI does the work
Debrief reads every line, builds a chronological timeline, detects open commitments, flags risk signals, and reads client sentiment.
STEP 03
Walk in prepared
Timeline, open commitments, risk signals, questions to ask, and the perfect opening line for your call. Print it or open on your phone.
Features

Everything a CSM needs before a call.

Built by a CSM, for CSMs. No 6-month implementation. No $16,000/year.

🕐
Account timeline
Every event extracted from your notes, sorted chronologically. Calls, emails, tickets, wins — all in one clean view.
⚠️
Open commitments tracker
Never show up to a call having forgotten what you promised. Debrief flags every overdue or pending commitment automatically.
🔴
Risk signal detection
Sponsor changes, budget reviews, silent clients, repeated frustrations — Debrief spots the patterns before they become churn.
😊
Client sentiment + opening line
Know how your client is feeling before you dial. Get the perfect first sentence tailored to the account's current mood.
👁️
Weekly watchlist
Debrief analyzes all your saved accounts every week and surfaces which ones need your attention — before you think to check.
💾
Account memory
Save accounts between sessions. Add new notes each quarter — the AI sees the full history and builds a richer brief every time.
📊
Weekly debrief
One click to generate your weekly summary — wins, open commitments, risks across all accounts, and your top 3 priorities for next week.
🎯
Personalized to your profile
Set your role, industry, focus, and communication style. Every brief adapts to who you are — not just the account you're preparing for.
Pricing

Start free. Upgrade when you're ready.

No credit card required. No commitment.

Free
$0/month
Perfect to get started and see the value.
  • 10 briefs per month
  • All core features
  • Demo scenarios included
  • No account required
Try for free →
Pro
$9/month
For CSMs who prep calls every week.
  • Unlimited briefs
  • Cloud sync across devices
  • Weekly debrief report
  • Personalized CSM profile
  • Priority support
Upgrade to Pro →

Your next QBR is on Monday.
Are you ready?

It takes 30 seconds. No signup. No credit card. Just paste your notes.

Try it free →