University for customer success
BuildBetter for customer success,
in 20 minutes.
See every account in one place, spot churn risk early, and close the loop.
The customer success path
Your lessons, in order.
15 lessons, about 20 minutes. Lesson 01 first, then everything a customer success team uses every week.
1 · Lesson 011 min 19 s
Welcome to BuildBetter
A quick map of the app, and where to go for what.
2 · Lesson 031 min 23 s
Record every call automatically
Calendar, recording rules and privacy.
3 · Lesson 051 min 17 s
Bring in Slack, support and feedback
Slack channels, support tickets and survey CSVs.
4 · Lesson 061 min 19 s
Connect your CRM
HubSpot or Salesforce, people, companies and enrichment.
5 · Lesson 071 min 9 s
Review a call
Summary, transcript, signals and sharing.
6 · Lesson 131 min 11 s
Ask BoB
Ask a question, check the source, focus on the calls you pick.
7 · Lesson 141 min 19 s
What to ask BoB
Nine questions worth asking on your first day.
8 · Lesson 271 min 26 s
Share a roadmap and changelog
Boards, a roadmap, and release notes on one portal.
9 · Lesson 211 min 21 s
Close the feedback loop automatically
Match each release to the customers who asked for it, and draft the follow-up.
10 · Lesson 221 min 36 s
Build a customer health score
Templates, rules and weights, preview and publish.
11 · Lesson 281 min 32 s
Hand off accounts and keep commitments
Stages, readiness, and a shared plan for each customer.
12 · Lesson 291 min 13 s
Start your day in the Control Panel
Risk, calls, and the work that needs you first.
13 · Lesson 301 min 14 s
See your whole book of business
Portfolio health, renewals and the accounts at risk.
14 · Lesson 311 min 7 s
Which renewals and deals need me?
Deals, contracts, and renewals by risk.
15 · Lesson 321 min 25 s
How do I turn customer evidence into stories and case studies?
Clusters, evidence, drafts, and custom case studies.
Jobs you can do today
What customer success teams do in BuildBetter.
Each job is one step in a lesson: the exact clicks, a link to watch it, and a link that opens BuildBetter right there.
01
Spot at-risk customers before they churn
Ask about your data…→“Which customers are at risk, and why?”→Send
Lesson 14, step 8: At-risk customers
02
Build a customer health score
Settings→Data & mappings→Health, lifecycles & CRM→Health scores
Lesson 22, step 1: Open health scores
Admins only
May need to be turned on for your workspace
03
Tell customers when the thing they asked for ships
Success→Engage→Close the Loop
Lesson 21, step 1: Open Close the Loop
May need to be turned on for your workspace
04
See every call, ticket and Slack thread for an account
05
Bring support tickets and Slack channels in
Ask BoB
Ask BoB like a CSM
Inside BuildBetter, BoB answers these from your own calls, tickets and chats. Here, the assistant shows you how to ask.
Why it matters
