Scale Customer Success Without Sacrificing the Personal Touch

AI Employees That Help You Retain and Grow Accounts

Customer success teams face a constant tension: provide high-touch service to every account while managing a growing book of business. As your customer base scales, it becomes impossible to give every account the attention it deserves without dramatically increasing headcount.

SendToTeam gives your CS team AI employees that handle the time-consuming production work. They draft check-in emails, prepare quarterly business review materials, compile customer health reports, and create renewal outreach sequences. Your CSMs review and personalize everything before it reaches the customer.

How AI Employees Support Customer Success

• Check-in emails — regular touchpoints drafted with account-specific context and usage data
• QBR preparation — quarterly business review decks and talking points assembled from account data
• Health score reports — automated tracking of engagement metrics, support tickets, and usage trends
• Renewal outreach — timely renewal reminders and expansion opportunity emails drafted for review
• Onboarding sequences — structured welcome emails and setup guides for new customers

High-Touch Service at Scale

The human-in-the-loop model is especially important for customer success. Your customers chose you for the relationship, and they expect personal attention. AI employees do the preparation and drafting so your CSMs can focus on the personal interactions that build loyalty and prevent churn.

Proactive Instead of Reactive

When AI employees handle the routine communications, your CS team has time to be proactive. They can identify at-risk accounts earlier, pursue expansion opportunities more aggressively, and build deeper strategic relationships with key stakeholders.

Customer success teams using SendToTeam manage larger books of business while maintaining the service quality that drives retention and expansion revenue.