QBRs that drive renewals. For every account.
Coreworks helps Customer Success teams create source-traceable QBR decks, account narratives, renewal-risk views, and automated follow-up workflows from CRM, product usage, support, tickets, and notes.
Most QBRs are either manual, generic, or skipped.
Your best CSMs know how to tell the customer story: what changed, what value was delivered, what risks exist, and what should happen next. But doing that for every account takes too much time.
Coreworks helps CS teams create an agentic QBR system: AI-generated, human-approved, source-traceable decks with automated workflows around prep, approval, follow-through, and next-best action.
What Coreworks builds
QBR and EBR decks
Generate polished customer-ready decks using your template and customer data.
Account narratives
Summarize usage, adoption, support, business goals, risks, and value delivered.
Renewal-risk reports
Explain why an account is at risk and what action is needed.
Follow-up workflows
Create post-QBR emails, CRM updates, escalation notes, tickets, and account plans.
From scattered account data to customer-ready QBR
- 01Select an account, segment, or renewal cohort.
- 02Coreworks pulls CRM, usage, support, ticket, renewal, and note data.
- 03Agents identify what changed, what matters, and what to recommend.
- 04A polished QBR deck is generated using your template.
- 05CSM reviews, edits, and approves.
- 06Coreworks creates follow-ups, CRM updates, escalation tickets, and next steps.
Works across your source systems
Example prompts
- “Build a QBR for Acme using the last 90 days of usage, support, renewal, and expansion data.”
- “Explain why this account is at risk and create a customer-facing narrative.”
- “Generate QBRs for all enterprise accounts renewing next quarter.”
- “Turn this QBR into a follow-up email, Salesforce update, and internal risk note.”
- “Create a renewal-risk deck for accounts with declining adoption and open support escalations.”
Scale the quality of your best CSM.
Coreworks helps CS teams give more customers a thoughtful, data-backed business review — without making CSMs spend days building slides.
Skip the pitch. Talk to a fellow customer success manager.
Book a 15-minute call with a fellow customer success manager already using AI to automate their reports and decks. Hear what actually works, what broke, and how they got leadership to trust the output.
- How they use AI day-to-day for customer success
- How they built their Coreworks workflow
- The traps to avoid before you roll it out
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