Customer Success

Renewals that feel inevitable.

Health, adoption, and renewals on one timeline. CSMs spend time with customers, not stitching reports.

CS workspace

CSMs spend time with customers, not spreadsheets.

TOOL_01
MODULE · 01/06

Health scores

Composite signals from product, support, and sentiment.

SHARED RECORD● LIVE
TOOL_02
MODULE · 02/06

Adoption tracking

See which features land and which never get touched.

SHARED RECORD● LIVE
TOOL_03
MODULE · 03/06

Renewals

From early-warning to signed contract on one workflow.

SHARED RECORD● LIVE
TOOL_04
MODULE · 04/06

Playbooks

Trigger the right motion the moment a score drifts.

SHARED RECORD● LIVE
TOOL_05
MODULE · 05/06

Expansion signals

Surfacing the accounts ready to grow this quarter.

SHARED RECORD● LIVE
TOOL_06
MODULE · 06/06

QBR prep

One-click decks built from the last 90 days of data.

SHARED RECORD● LIVE
STORY_01 · HEALTH
Health scoring

Know who needs you today.

Composite health blends usage, support load, exec engagement, and sentiment. Drill in to any account in two clicks.

  • Custom score weights per segment
  • Trend lines, not just snapshots
  • Alerts in Slack the moment a score moves
kelk · accounts
v1.0.42
Health · Lumenpath
Healthy
84
trending up
Champion engaged in 4 of last 5 syncs
Product usage up 22% MoM
Renewal mentioned positively on Apr 9 call
CFO hasn't replied to ROI brief (12 days)
AI insight
Strong champion + usage signals. Surface the ROI deck to the CFO this week to lock the renewal early.
INPUTS · USAGE · SENTIMENTOUTPUTS · SCORE · RISK
STORY_02 · RENEWALS
Renewals

From early-warning to signature on one workflow.

Forecast renewals 120 days out, run risk plays automatically, and ship quotes without leaving Kelk.

  • 120-day renewal forecast
  • Risk plays triggered by score and contract date
  • Quoting and e-sign built in
kelk · renewals
v1.0.42
ARR at risk · 90d
1.84M
Avg health at renewal
76
≤ 30 days2
Tessera Labs
$62K
Acme Robotics
$240K
31–60 days2
Northbeam
$96K
Initech Labs
$148K
61–90 days1
Lumenpath
$210K
91–120 days2
Hooli Cloud
$420K
Foldwave
$96K
INPUTS · CONTRACT · HEALTHOUTPUTS · FORECAST · QUOTE
STORY_03 · PLAYBOOKS
Playbooks

Make CS repeatable, not heroic.

Pre-built playbooks for onboarding, low adoption, exec disengagement, and renewal risk. Customise once, fire forever.

  • Library of proven motions
  • Tasks routed to the right owner
  • Outcome tracked back to the score
kelk · playbooks
v1.0.42
Churn interventionAt risk
Tessera Labs
Root cause
Adoption dropped 38% after their RevOps lead left. New owner unfamiliar with the workflow; no exec sponsor identified.
Identify new exec sponsor + book intro callSam R.
Run re-onboarding session with new RevOps ownerPriya K.
Share customised ROI deck (3-month wins)Maya P.
Re-score health in 14 daysKelk
Draft email · ready to send
Tessera × Kelk — a quick reset for your new RevOps team
Hi Jordan — caught up on the transition. Putting together a 30-min reset for your team that covers the three workflows…
INPUTS · TRIGGERSOUTPUTS · TASKS · OWNER
Account health you can trust

See churn coming weeks before revenue does.

Health that blends product usage, sentiment, and engagement — not just last-login. Every CSM, every account, every morning.

Account Health
82
Thriving
Renewals · Next 90 days
Acme Robotics
$240K ARR · Health 64
21d
Initech Labs
$96K ARR · Health 81
48d
Globex Industries
$420K ARR · Health 92
87d
Sales → CS handoff
pending
Acme Robotics
Maya PatelSam Rivera· $240K ARR · Go-live Apr 14
Decision summary

3-tool consolidation replacing Salesforce, Gong & Outreach. Champion: VP RevOps. CFO needs ROI proof by EOM.

Commitments
  • Weekly exec sync with VP RevOps
  • Dedicated Slack channel + onboarding owner
  • Custom QBR template by Apr 30
Sales → CS handoff in one click

Nothing falls between the cracks.

Decision summary, customer goals, success criteria, risks, and commitments — the full brief lands in your CSM's inbox the moment ink dries. One click to accept, decline, or mark complete.

NEXT_STEP
KELK // REVENUE_OS

Stop stitching five tools together.

Run sales, customer success, and operations on one platform — and keep the budget you used to spend on integrations.

RESPONSE · < 24HNO CARD · NO LOCK-IN