Every renewal starts from why they bought
Why they bought, who was in the room, what they have said since, and what the competitor will claim at renewal. Ready before the QBR, not reconstructed after it.
Works in
and any MCP client
Question: Build the renewal brief for Kestrel Payments, renewing in March.
Used Calven MCP
Used Calven MCPSources: Kestrel won deal and survey · 2 account calls · Product brief
What can customer success teams use Calven for?
Renewal briefs, QBR decks, success plans and customer replies that start from why each account bought and what they have said since. Calven is the approved context your AI workflows need to scale across the team and still be trusted.
Use cases
Example prompts for renewal prep
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- List the renewals closing in the next [90] days, with the risk signals for each.
- Build the renewal brief for [account], renewing on [renewal date].
- Read renewal risk across my book over the [last six months]: [paste the accounts]
- [Competitor] is in the [account] renewal. What will they claim, and how do I answer?
- Tell me why we lost the [account] renewal, and what the signals were.
- Start from your base renewal rate and update [account]'s odds one piece of evidence at a time, so the forecast is defensible.
- Model the renewal negotiation as a game: their walk-away, yours, and the price uplift both sides can live with.
- Play a price ladder to [account]'s buying group and find the uplift where the economic buyer starts looking elsewhere.
- Why did [account] buy from us originally? Quote them.
- Is the champion from the [account] deal still a contact?
Example prompts for QBR and EBR prep
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- Outline the [Q3] QBR deck for [account], with evidence for each slide.
- Prepare the EBR for [sponsor] at [account], tied to what they are measured on.
- Summarise what [account] said since [the start of the quarter], good and bad.
- Review this QBR deck as [persona] would read it: [paste the deck]
- Estimate the counterfactual: what [account]'s year would have looked like without you, with ranges the sponsor can't wave away.
- Rank every ask you could make at the QBR by expected value, and walk in with the one most likely to land.
- Hand the EBR deck to a hostile CFO who wants to cut the line item, and fix every slide that wouldn't survive.
- What did [account] say they wanted from us when they bought?
- What has [account] said on calls this quarter?
- Which product use cases is [account] not using that fit their outcomes?
Example prompts for account briefing and handoff
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- Brief me on [account] before my first call as their CSM.
- Check what our rep promised [account] against the product brief.
- Map the people at [account] to our personas, and tell me who is missing.
- Write the questions I should ask [rep] before taking over [account].
- Backtest which signals in the original deal predicted a lost renewal, then score [account] on them before the first call.
- Run a three-round Delphi panel of the AE, SE, CSM and sponsor on [account]'s renewal odds before you set the success plan.
- Turn the deal record into a promise ledger, then red-team it as the sponsor who'll hold you to every line.
- Why did [account] choose us? Quote the buyer.
- Did our rep promise anything to [account] that is not in the product brief?
- What objections did [account] raise during the sale?
Example prompts for risk review
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- Run the risk read on my accounts for the [last 30 days]: [paste the accounts]
- [Account] renews on [date] and [lost its champion]. Propose a save play.
- Which of my accounts have gone quiet for [60] days? [paste the accounts]
- Run a survival analysis on your book with Calven's voice signals as covariates, and see which ones really shorten customer life.
- Rank every at-risk account by expected ARR lost and the odds a save play works, so the team spends its week where it pays.
- Which of my accounts said something negative this month?
- Which accounts no longer have a champion contact?
- What did customers who churned for [reason] say before they left?
- Which accounts mentioned a competitor and lost a contact in the same quarter?
- What did customers who renewed after a rough patch say turned it round?
Example prompts for competitive displacement defense
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- [Contact] at [account] asked how we compare to [competitor] on [topic]. Draft my answer.
- How serious is [account] about [competitor]? Give me the signals for and against.
- Build the defence plan for [account] against [competitor] before [renewal date].
- What did [competitor] change in the [last 90 days], and what do I say if asked?
- War-game three rounds of [competitor]'s attempt to take [account], move by move, before their SE gets the meeting.
- Build a switching-cost calculator for [account] that shows, in their numbers, what leaving for [competitor] would really cost.
- Replay the accounts you lost to [competitor] and find the moment each was still saveable, and what would have saved it.
- How do we compare to [competitor] on [capability]?
- What do customers who left for [competitor] say was the reason?
- What questions should my customer ask [competitor] about [topic]?
Example prompts for expansion plays
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- Find expansion opportunities in my book, ranked by evidence: [paste the accounts]
- Write the case for [product] at [account], for [sponsor].
- Give me a talk track for raising [product] with [contact] at [account].
- Review how our expansion deals went this year, won and lost.
- Backtest an expansion propensity score on past expansion deals, then use it to rank your book.
- Find the expansion offer [account]'s buyers would pick by running a conjoint-style trade-off across scope, price and term.
- Allocate your CSM hours across the book by expected expansion value, like a portfolio manager, not by who shouts loudest.
- Has [account] asked for anything [product] does?
- What does [persona] object to when offered more?
- Which expansion deals did we lose this year and why?
Example prompts for onboarding kickoff and success plan
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- Draft the success plan for [account] from what they said during the sale.
- Write the kickoff agenda for [account], with [attendees] in the room.
- Build the 30-60-90 day plan for [account] on [product].
- Check this success plan against what [account] told us: [paste the plan]
- Run a Monte Carlo on your onboarding milestones and get the real odds of first value inside 30 days.
- Map the push, pull, anxiety and habit forces on each [account] user group, and find what really stalls adoption.
- Rehearse the kickoff against a skeptical stakeholder played from real quotes, then get scored on how you handled them.
- What outcome did [account] say they want from [product]?
- Did the rep promise a go-live date to [account]?
- Write the definition of done for [account] in their words.
Example prompts for customer questions
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- Answer [contact] at [account] from the product brief: [paste the question]
- Which of these customer questions does the brief not answer? [paste the questions]
- Check this reply to [account] about [topic] against the brief: [paste the draft]
- Measure how much of your question load the product brief could answer, and what that frees up in CSM hours.
- Write an eval set of hard customer questions with graded answers from the brief, so you can test any assistant or new CSM against it.
- Do we support [integration]?
- Is [feature] included in the [tier] plan?
- What is the approved answer to "[objection]"?
- Which questions do customers ask that our known weaknesses section already answers honestly?
- What's the most common question about [integration], and is the brief's answer still current?
Example prompts for escalation handling
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- Draft my reply to [contact] at [account] about [topic]: [paste the complaint]
- Write the internal brief on the [account] escalation about [topic].
- Write a four-sentence note to [sponsor] at [account] about the escalation.
- Build a fault tree for the escalation and find whether it's a product gap, a broken promise or a missed onboarding step.
- Lay out every remedy for the escalation as a decision tree and pick the one with the best expected outcome for the renewal.
- Did our rep promise [account] anything about [topic]?
- Have other customers complained about [topic]? Quote them.
- Write an honest two-line acknowledgement of a problem with [feature].
- Which customers raised the same issue as [account], and did they renew?
- Did any lost renewal list [topic] as a deciding driver?
Example prompts for stakeholder mapping
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- Map the stakeholders at [account] and the roles we have no contact for.
- Nobody talks to the [persona] at [account]. Give me the angle and an intro.
- Which accounts in my book are single-threaded? [paste the accounts]
- Model [account] as an influence network and simulate what breaks when the champion leaves.
- Compare [account]'s contact coverage with the buying groups on deals that renewed and those that didn't, and close the gap.
- Who is the economic buyer at [account]?
- Which of my accounts have only one contact?
- Write an intro message to a [persona] that my champion can forward.
- Which buying role is most often missing on renewals we lost?
- Who at [account] attended the most calls, and what's their buying role?
Example prompts for customer education content
Ask any of these in Claude, ChatGPT or any AI tool connected to Calven.
- Write an adoption guide for [user persona] on [use case].
- Build an FAQ for [use case] from the questions customers actually asked.
- Which of our guides did this month's product changes make stale? [paste the guides]
- Pilot your training on synthetic learners built from each persona, then fix the lessons where they get lost.
- Design a proper A/B test for your adoption guide, with the sample size and run time you'd need to trust the result.
- What are the jobs to be done for [user persona]?
- What questions do users ask about [use case]?
- Write a five-step quick start for [user persona] on [use case].
- Which job to be done for [user persona] has no guide covering it?
- What do users say they wish someone had told them in week one?
No new tool to learn
Calven works where your team already does: in Slack, and in Claude, ChatGPT or any AI tool through Calven MCP. Nobody opens another app to get the approved story.
In Slack
Mention @Calven in a thread or send it a DM. It answers from the approved version, with sources.
Calven
Owen Hart9:12 AM
CalvenAgent9:12 AM
Sources: Northwind battle card · Kestrel won deal · 2 account calls
In your AI tool
Add Calven to the AI workflows you already run. Every step reads from the approved version, with sources.
Question: Draft my reply to Dana at Brightwater Health about the Salesforce sync: "Records went missing from our weekly report again."
Used Calven MCP
Sources: Brightwater won deal · Product brief · Calls from 3 accounts
What changes when customer success teams' AI tools read from Calven?
Customer success teams using AI without a shared source get fast prep built on the CRM notes field. Connected to Calven, every brief, QBR and renewal starts from why the customer bought and what they have said since.
| Pain point | Without Calven | With Calven |
|---|---|---|
| Prep time | QBR and renewal prep rebuilt from CRM notes and last year's slides | The brief drafted in one prompt from why they bought and what they said since |
| Handoffs | What sales promised gets lost between the close and the kickoff | Promises, drivers and people in one brief, each promise checked against the product brief |
| Competitors | Competitor threats found on the renewal call | Competitor moves on renewing accounts flagged with the battle card that answers them |
| Risk | Risk read from a usage dashboard and a gut feeling | Risk read from what the account said, matched to how you usually lose |
| Expansion | Expansion pitched as a seat-count upsell at renewal | Expansion framed on needs the account named, in their words |
| Accuracy | Every CSM answers product questions a little differently | Answers from the approved product brief, caveats included |
Two weeks trial. You'll only need a day.
A day is all it takes to see what the agents can do for you.
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Questions, answered
How does Calven help customer success teams?
It gives CSMs the context sales and product marketing hold: why each account bought, what was promised, quotes from their calls, who matters by buying role, and how to answer a competitor. CSMs use it for QBRs, renewals and expansion.
Does Calven include product usage or health scores?
No. Usage, tickets, health scores and contracts stay in your CS tools. Calven covers the buying and market side: deal drivers, call quotes, personas, the product brief and battle cards.
Can Calven warn us when a competitor targets a customer?
The competitive intelligence agent tracks competitor sites, docs and pricing. When a move touches a renewing account, the Slack app can post it with the battle card that answers it.
Do customer success teams need to log into Calven?
No. Product marketing runs Calven. Everyone else reaches the same approved context from the AI tool they already use over Calven MCP, or in Slack. Professional and Enterprise include unlimited seats, so each person signs in as themselves.
Which AI tools work with Calven?
Any client that supports remote MCP: Claude, ChatGPT, Cursor, VS Code with GitHub Copilot, Claude Code, Codex and others. Paste https://api.calven.ai/mcp, choose OAuth and sign in.