For CSMs & account managers
Walk into every renewal knowing who’s actually across the table.
Type a name and the account. Brief researches the people behind the account across the open web and hands you a one-page briefing — their priorities, conversation hooks, and the questions to ask — before your next QBR or renewal call.
Brief is an AI tool customer success managers use to research the people behind an account before a QBR or renewal — a new champion, a changed exec sponsor, an unfamiliar decision-maker. Type their name and the company, and it returns a one-page briefing in seconds: who they are, what they likely care about, and the questions to ask. It’s stakeholder research only — Brief has no access to your product-usage data, so it complements your CRM and health scores instead of duplicating them.
The pain
A book of 30-plus accounts, and the job is remembering each one’s goals and stitching context together before every recurring call. Then a champion quietly changes — and you find out at renewal.
“It’s getting hard to keep up with all of the recurring meetings, remembering their respective goals and engaging with executives.”
How it’s done today: Today it’s the CRM, your notes, email, and a LinkedIn check on whoever’s joining — scattered, and the prep gets skipped the moment the calendar fills up.
By the numbers
51% churn when a champion leaves
When a customer champion leaves, there’s a 51% chance the account churns within 12 months (ChurnZero, citing Sturdy) — the renewal risk is a people change, not a usage dip.
Source: ChurnZero / Sturdy, 2023 →65% don’t renew after an exec change
Nearly 7 in 10 (65%) accounts with an executive change won’t renew a SaaS contract (ChurnZero, citing Sturdy) — so the new sponsor is exactly who you need to understand.
Source: ChurnZero / Sturdy, 2023 →33% more likely to renew if you act in 48h
Teams that act on an executive-change signal within 48 hours make the account 33% more likely to renew (ChurnZero, citing Sturdy) — which only works if you can research the new person fast.
Source: ChurnZero / Sturdy, 2023 →86% buy when they feel understood
86% of business buyers are more likely to buy when they feel their goals are understood, yet 59% think most reps don’t get it (Salesforce State of Sales 2024, via Efforceless).
Source: Salesforce 2024, via Efforceless →+32.7% response from real personalization
Across 12 million outreach emails, personalizing the message body lifted response rates 32.7% (Backlinko) — preparation shows up in engagement.
Source: Backlinko, 2019 →How to use Brief as a CSM
- 1
Type the new stakeholder’s name and the account (a champion, exec sponsor, or renewal decision-maker).
- 2
Get who they are, their priorities, recent moves, and the questions that show you did your homework — stakeholder research only, never your usage data.
- 3
Use it to walk into the QBR or renewal current on the people in the room, not just the numbers in the dashboard.
Brief vs. doing it manually
30–60 minutes stitching CRM, notes, and LinkedIn
One stakeholder briefing in seconds
Skipped when the calendar’s full
Fast enough to do before every call
Blindsided when a champion changes
A fast read on the new decision-maker
Generic “how’s everything going?”
Questions tied to what they care about
Why Brief is better
- →Tells you who’s actually in the room — role, recent moves, priorities, common ground.
- →Stakeholder research only: zero access to your usage data, so it complements your CRM.
- →60 seconds before the call, so the people-prep you keep meaning to do actually happens.
Straight answers
I can just Google them myself.
You can — but that’s the 30-to-60-minute open-web hunt you keep skipping across 30-plus accounts. Brief does it in one pass and hands back a structured pre-meeting brief, not 12 tabs.
How accurate is it? AI makes things up.
Every brief is built from cited open-web sources and labeled AI-generated and possibly inaccurate, so you can verify the load-bearing facts before the call instead of trusting a black box.
Does it plug into our product-usage data and health scores?
No — and that’s the point. Brief is stakeholder research only, with zero access to your usage telemetry, so it complements your CRM and health scores instead of duplicating them.
Frequently asked
How do I prepare for a QBR or renewal call?
Beyond the usage numbers, get current on the people: who’s attending, their role and priorities, any recent moves, and a few questions that show continuity. Brief researches the stakeholders across the open web in seconds and returns that as a one-page briefing — so you walk in credible on the relationship, not just the dashboard.
What do I do when an account’s champion or sponsor changes?
Move fast and get to know the new person: when a champion leaves, there’s a 51% chance of churn within 12 months, and acting within 48 hours makes the account 33% more likely to renew (ChurnZero, citing Sturdy). Brief turns the new stakeholder’s name into a briefing in seconds so you can reach out informed.
Does Brief use my product-usage or CRM data?
No. Brief does stakeholder research only — it researches the public, professional footprint of the people on the account and has no access to your usage telemetry, health scores, or CRM. It’s designed to complement those tools, not replace them.
How do I research the people on a customer account?
Type a stakeholder’s name and their company, and Brief assembles who they are, what they likely care about, recent professional activity, and smart questions to ask — all sourced. It works for a new champion, an exec sponsor, or anyone joining the renewal who you don’t yet know.
Other use cases
A renewal is only as safe as the relationship.
Type the name. Know the people in the room before the call — your first brief’s free.
Brief your next renewal →