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Research

What CS leaders told us before we wrote a line of code

Before building Clynto, we spent three months in discovery calls with founders and CS leaders at early-stage SaaS companies. This is what we heard, in their words where we have permission, and in summary where we don’t.

Who we spoke to

We held 15 discovery calls with founders and customer success leaders at early-stage B2B SaaS companies. The quotes below come from CS leaders at larger teams.

Theme 1: Health scores nobody trusts

“Health scores are based on my team’s gut feel. We don’t have a system that tells us objectively which accounts are at risk - we find out when it’s too late.”
Head of Customer Success, B2B SaaS · $5M ARR · 6 CSMs

Theme 2: The quiet middle gets no attention

“We have 400+ accounts and 4 CSMs. The bottom 40% get almost no proactive attention. They churn and we only understand why after the fact.”
VP Customer Success, B2B SaaS · $8.2M ARR · 4 CSMs

Theme 3: Preparation eats the time meant for customers

“My team spends 4-5 hours preparing a QBR. That’s time they should be spending with customers. We keep saying we’ll fix it. We haven’t.”
Director of Customer Success, B2B SaaS · $8M ARR · 3 CSMs

What we built in response

Health scores nobody trusts became a six-pillar health score that shows the driver behind every change. The quiet middle became agents that watch every account, not only the biggest ones. QBR preparation became business reviews drafted from the account’s own data. And the data silos behind all of it became one data model that the agents, workflows and reports share. See the platform.

Method note

These were qualitative interviews, not a survey. Quotes are anonymised and shared with permission.

Backed byMicrosoft for Startups