Role-specific. Annual pricing. Anyone on the team can ping it.
A custom-built AI CSM that lives in your team's Slack. Tracks account health, drafts QBRs, flags churn risk, and writes the renewal brief. Trained on your accounts, your playbook, and your tone with customers.
The account work your CSMs never have time to prep for, handled.
Reads usage data, ticket volume, NPS, and recent calls. Builds a health score per account.
Pings the channel when an account's signals shift — usage drop, ticket spike, exec change, contract approaching renewal.
Pulls usage stats, milestones, ticket history, and feature adoption into a draft QBR deck or doc.
60 days before renewal, drafts a one-pager: usage trend, sentiment, expansion opportunities, risks.
After a call, pulls notes, flags follow-ups, and updates the CRM.
Reads tickets and call notes, tags feature requests, summarizes weekly for product.
A Customer Success fellow is not a health-score dashboard with a Slack notification. It is custom-built around your book. We start by scoping the role with you — your account tiers, your health signals, your QBR cadence, your renewal playbook, and the tone your CSMs use with customers.
By the time Sage joins your Slack, it knows which accounts are enterprise and which are SMB. It knows the difference between a usage dip that means vacation and one that means evaluation. It knows that the VP who just left at Acme was your champion, and that changes the renewal picture.
The platform applies defaults across every account. Sage knows your book — the accounts, the relationships, the patterns — and surfaces what your CSMs need to act on.
The platform applies defaults. The fellow knows your book.
Deep, role-specific integrations. Not 3,000 shallow ones.
CS Platforms
CRM
Helpdesk
Product Analytics
Communication
Notes / Call Recording
Need a tool not listed? Tell us during scoping.
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Gainsight and ChurnZero are powerful platforms. They require a CS ops team to configure playbooks, health scores, and automation rules. A CS fellow is custom-built for your book and lives in Slack — your CSMs ask and get an answer.
Some teams run both. The platform for the system of record. The fellow for the daily intelligence and draft work that makes the CSM's day faster.
Each CS fellow is on a custom annual plan based on book size and account complexity. Predictable annual price. No per-account or per-message meters.
Get pricing for a CS fellowNo. Sage handles the prep, the tracking, and the drafting. Your CSMs stay on calls, escalations, and relationship work. Most teams use the fellow to give each CSM a sharper read on their book without adding heads.
Platforms run vendor-default logic and require a CS ops team to configure plays. The fellow is custom-built for your book and lives in Slack — your CSMs ask in the channel and get an answer back. Platforms and the fellow are not zero-sum; some teams run both.
Not by default. Sage drafts; the CSM reviews and sends. We can configure auto-send for narrow categories once you trust patterns.
We tune the signals during setup using your historical churn data. Sensitivity is calibrated to your team's appetite — some teams want every soft signal flagged, others want only high-confidence pings.
Tell us about your book. We will scope the fellow and have it in your Slack in about a week.