Greg surfaces what your B2B team misses, before your renewals or upsells slip away.
What Greg brings
An operator team and a platform, shipped together.
The experts
Operators who've run pre-sales, implementation, and customer success at tech enterprises. In the room with your team, not handing off and walking away.
The product
Their expertise gets built into Greg and stays. When the people step back, the context doesn't leave with them, and the solution keeps running.
What Greg does
Five shapes of pain we hear from customer leaders, and what Greg actually does about them.
“Get my team out of firefighting mode.”
What Greg does
Greg flags risks and opportunities with lead time, not on the day they happen. Your CSMs stop reacting to this quarter and start working three quarters ahead. A Monday brief surfaces the 5 accounts that need attention this week, with why, and the next action, in Slack or email.
How it works
Step 01 — Understand
A customer tool can't be generalist. We start by learning what works for you, what doesn't, and how your team actually runs its customer motion today.
Step 02 — Encode
We encode your plays and our recommendations into the Customer Ontology, and integrate all of your data sources. Greg starts learning on your real work, not on a template. Your process becomes the platform.
Step 03 — Surface
Greg surfaces the next action ahead of time, where your team already works. A Monday brief in Slack. A risk flag in email. A next best action on the account. No new tab to learn. No dashboard to check.
Greg
#cs-weekly-brief
→ See each next best action
Step 04 — Act
Your team acts on what Greg surfaces, or an agent handles the piece that doesn't need a human. Either way, the move happens before the quarter, not after it.
Step 05 — Results
NRR moves because risks get caught earlier, expansion gets spotted sooner, and turnover stops costing you context. Greg keeps learning from every action your team takes, and gets sharper every quarter.
Since installing Greg
More than a platform
We're incentivized by your success. Our pricing is aligned to your revenue increase, and Greg, and our team, are here to support you along the way. We're not only bringing a product, we're bringing years of operator experience.
Operator DNA

