The Problem

• • Account health is evaluated reactively — churn signals are missed until it's too late.
• • QBRs take hours to compile from scattered data across CRM, support, and usage systems.
• • Upsell opportunities go undetected because usage patterns aren't systematically analyzed.
• • Account teams lack a unified view of customer engagement across all touchpoints.

What This Blueprint Does

Riley, your AI Account Manager, aggregates account activity from all sources, calculates health scores, auto-generates QBRs, flags at-risk accounts, and identifies expansion opportunities — proactively protecting and growing your revenue.

• → Pulls account activity, support tickets, usage metrics, and billing data from all sources.
• → Computes composite health scores based on engagement, usage, and sentiment signals.
• → Auto-creates quarterly business reviews with key metrics, trends, and recommendations.
• → Identifies expansion opportunities based on usage patterns and engagement signals.

Workflow Architecture