You follow dozens of customers at once, and each one expects you to remember everything. AI summarizes the history, spots declining usage in your exports, and lays out the review. Listening and advising stay yours.
AI helps customer success managers with tasks such as “Write a customer’s onboarding plan,” “Write the kickoff meeting notes,” and “Review a customer’s history before a check-in.” Start with a single task, in Claude: allow 20 minutes the first time, and always review the result before you use it.
For each task: how it goes today, then with the tool. And the time it takes the first time.
Claude · Word file, in the conversation
TodayEvery new customer gets an onboarding plan redone from memory, and the forgotten steps come back three months later as a complaint.
With ClaudeAn onboarding plan in a Word file: dated steps, owners on both sides, and a sign of success for each one.
Granola · “Enhanced” tab
TodayAt the kickoff meeting, everything gets decided: who does what, by when. If the notes are late, everyone leaves with their own version.
With GranolaKickoff notes with the goals, the timeline, and the action table, and the email to send them.
HubSpot (Breeze) · Breeze Assistant
TodayWith sixty customers in your portfolio, you open each check-in by asking the customer to remind you where things stood.
With HubSpot (Breeze)A fifteen-line summary of the customer, with their goals, their open requests, and three questions for the call.
Also
Julius · Excel or CSV file, in the conversation
The list of at-risk customers, sorted by renewal date, with the number that explains each ranking.
HubSpot (Breeze) · Breeze Assistant
A short, useful email to get back in touch, backed by the customer’s history, with three subject lines to choose from.
Gamma · “Paste”
An eight-slide usage review, focused on the customer’s goals, ready to export to PowerPoint or PDF.
Gemini Notebook · A “Documentation” notebook
An answer backed by your documentation, with the original passage and a message ready to adapt.
Claude · Excel file, in the conversation
The comments sorted by theme, counted and illustrated with exact quotes, with the five main pain points.
Granola · “Granola Chat,” on a folder
The month’s list of customer requests, ranked by frequency, with a quote and the source meetings.
What to check
A date written in the plan becomes a commitment: check it with the teams who will do the work. On a personal account, don’t include the customer’s name or its employees’ names.
Write a customer’s onboarding planClaude · Word file, in the conversationThe prompt to copy
I am a customer success manager at [your company], which provides [your product or service]. A customer in [industry, size] has just signed for [plan, number of users]. Their goal, in their own words: [goal]. Their deadline: [date]. Write their onboarding plan over [eight] weeks: a table of steps (setup, data migration, training, first real use, first review), with, for each one, who does what on their side and ours, the date, and the concrete sign that shows the step is a success. Add the three usual risks of this kind of rollout and how to avoid them. Write simply, with no jargon, and first ask me the questions you need answered.
In Nova, “My path” starts from your level: one next step at a time.
The first moves, with free tools.
In your jobWrite a customer’s onboarding plan
In your jobPrepare a customer’s usage review
In your jobWrite the kickoff meeting notes
For a team: everyone moves forward in their own job. You see the team’s progress, never one person’s activity.
The team’s CRM, with Breeze Assistant: it summarizes a customer’s history before a check-in and drafts the message to get back in touch.
Recommended planFree Tools, €0, up to 2 users. Breeze Assistant is included in all plans
It writes a new customer’s onboarding plan in a real Word file, and sorts the satisfaction survey comments by theme.
Recommended planFree to try, with no customer names. For a team: Team, $25 per user per month ($20 if billed yearly)
It takes notes in your meetings with no bot on the call, then finds in a month of meetings the requests that keep coming up among your customers.
Recommended planBasic, $0. Notes older than 30 days are visible only with Business, $14 per user per month
You upload the user guide, the release notes, and the plan descriptions. It answers from those documents alone and shows the passage.
Recommended planFree: 100 notebooks, 50 sources per notebook, 50 questions per day
You upload the usage export by customer, and it works out who is using the service less and less and draws the chart.
Recommended planFree, $0: 25 credits per day. To export charts and reports: Plus, $20 per month, or $16 per month billed yearly
You paste the numbers and your recommendations, and it lays out the usage review to present to the customer. The result exports to PowerPoint or PDF.
Recommended planFree, $0: 400 credits at sign-up. Then Plus, €8 per user per month, billed yearly (€96)
Prices taken from the vendors’ official pages, dated on each tool page. These subscriptions are not included in Nova. Brands are named to identify the tools. No affiliation.
Nova recommends 6 to start with: HubSpot (Breeze), Claude, Granola, Gemini Notebook, Julius, and Gamma. All of them can be used for free to get started.
The team’s CRM, with Breeze Assistant: it summarizes a customer’s history before a check-in and drafts the message to get back in touch. The plan to choose: Free Tools, €0, up to 2 users. Breeze Assistant is included in all plans.
With “Write a customer’s onboarding plan,” in Claude (Word file, in the conversation). Allow 20 minutes the first time. An onboarding plan in a Word file: dated steps, owners on both sides, and a sign of success for each one.
No. Nova is software, not an accredited training provider: it issues no diploma or certification. It costs €19 per month for one person, and €129 per month for a team of up to ten people.