All lessons
CourseStart hereCapture everythingUnderstand your customersWork with BoBPut it to workBuild with customersCustomer successSettings and admin
Use caseGetting set upRecording callsCRMSlackSignals and insightsKnowledge and docsBoB, your AI analystMCP: Claude, ChatGPT and CursorWorkflows and automationReportsSharing and permissionsProjects and roadmapInbox and triagePrototypesScreens, flows and sessionsPortal, public roadmap and changelogAccount lifecycle and onboardingControl Panel and Success DashboardDeals, contracts and renewalsCustomer stories and case studiesCall types and labelsTranscription and custom dictionaryBilling and creditsAPI and service accounts
6 lessons
Lesson 221 min 36 s
Build a customer health score
Templates, rules and weights, preview and publish.
Lesson 281 min 32 s
Hand off accounts and keep commitments
Stages, readiness, and a shared plan for each customer.
Lesson 291 min 13 s
Start your day in the Control Panel
Risk, calls, and the work that needs you first.
Lesson 301 min 14 s
See your whole book of business
Portfolio health, renewals and the accounts at risk.
Lesson 311 min 7 s
Which renewals and deals need me?
Deals, contracts, and renewals by risk.
Lesson 321 min 25 s
How do I turn customer evidence into stories and case studies?
Clusters, evidence, drafts, and custom case studies.