Solutions · Customer Success
Share QBR decks, health reports, and onboarding guides as tracked links — and see exactly who at the account opened them, how far they read, and who never did.
How it works
Paste the QBR your AI drafted. Keep one canonical URL and update it in place as numbers change.
Champions, admins, exec sponsors — each contact gets their own tracked URL.
Who opened, how far they scrolled, whether they came back. Per person, not per account.
Take the renewal call knowing who read what — and who never opened it at all.
Use cases
The exec sponsor never opening the QBR is a churn signal. See it three weeks before the call, not in the post-mortem.
One URL for the whole account, edited in place as your product changes. No stale PDF copies forwarded around forever.
Revoke their link silently — it 404s without announcing anything to the recipient. The rest of the account keeps access.
Password-protect account-level metrics and expire them when the review cycle closes. Sensitive numbers do not outlive their meeting.
A link.viewed webhook tells your CS platform the moment the buying committee re-reads the pricing section. That is your call window.
Reports open on your domain with no vendor chrome — a deliverable, not a shared file that asks them to sign in.
Publish the report, send the links, read the room early.