Client engagement,
consistent.
QBR preparation, retention reviews, account planning — your CS team runs the same client processes every quarter. repeatafterme keeps them structured, on time, and with full context from the last cycle.
The Problem
Every CS team recognises this
QBRs that lack context
Every quarter you scramble to remember what was discussed last time. Action items from the previous QBR? Buried in someone's notes — if they exist.
Retention reviews that don't happen
You plan to review at-risk accounts quarterly. But without a structured process, the review gets pushed and churn happens before you spot it.
Account planning that starts from scratch
Annual account plans should build on last year. Instead, every CSM creates their own format and the quality depends on the individual.
Use Cases
Built for the processes CS teams actually run
From QBR prep to annual account planning — if it repeats with your clients, repeatafterme structures it.
QBR preparation
Gather metrics, prepare talking points, review previous action items, schedule meeting — a structured process every quarter.
Customer retention review
Identify at-risk accounts, analyse usage patterns, plan interventions, document outcomes.
Annual account planning
Review relationship, set growth targets, identify expansion opportunities, align with sales.
Onboarding health check
30/60/90-day check-ins, adoption metrics, training completion — consistent experience for every new customer.
CS reporting to leadership
NPS, churn rate, expansion revenue, ticket trends — compiled consistently, presented clearly.
Product feedback compilation
Aggregate customer feedback, identify patterns, prepare recommendations for product team.
How It Works
From plan to client meeting — automatically
See every client process across 12 months
QBR prep, retention reviews, account plans — all visible in one board. Know what's coming and what's overdue across your entire portfolio.
- 12-month overview with status tracking
- Filter by CSM, account, or process
- Spot overdue reviews instantly
- Plan capacity across the team
Execute each process with your team
Every QBR or review gets its own Kanban board. Gather data, prepare materials, hold the meeting, document outcomes — structured.
- Dedicated Kanban board for every cycle
- Assign prep tasks to team members
- Comments preserve context and decisions
- Completed runs are your institutional memory
Getting Started
Up and running in three steps
Define the CS process once
Create a blueprint for your QBR prep, retention review, or account plan. Every step, every data point to gather — captured once.
It runs on schedule
When the quarter starts, a fresh board appears with all tasks ready. Your CSMs get notified — no one needs to remember to start.
Execute with full context
Work through tasks together. When done, the completed run is preserved — so next quarter's QBR has full context from this one.
Keep CSMs, sales, and product aligned
Client processes involve CSMs, sales for expansion, support for escalations, and product for feedback. Everyone needs clarity.
Task assignment
Assign QBR prep tasks across CSMs and sales. Clear ownership.
@Mentions
Tag sales or product in comments. They're notified instantly.
Blueprints
Define QBR prep once. Every quarter starts from the same standard.
Full history
Last quarter's QBR is always available. Context is never lost.
Trusted by Teams
What our customers say
“Our QBRs went from 'hope someone took notes' to a structured process with full context from last quarter. Clients notice the consistency — it builds trust.”
Ida Nygaard
VP Customer Success, SaaSbridge
“Retention reviews actually happen every quarter now. We catch at-risk accounts 2-3 months earlier than before. That alone pays for the tool.”
Oscar Ström
Customer Success Lead, Flowpoint
“Account planning used to be a December scramble. Now it's a structured process with the same quality for every account — not just the biggest ones.”
Mia Larsen
Head of CS, Nordic Success