Prep for the customer check-in call
Twenty four hours out, Revo pulls usage, recent activity, and last-meeting commitments into a check-in brief.
Check-ins go badly when the CSM walks in unprepared. Revo gives every check-in the prep great CSMs always do.
What's in the brief
Usage trend (since last call), last-call commitments and status, recent product updates relevant to them, customer-side issues to surface.
- 1
Pull usage
Trend since last check-in. growth, plateau, decline.
- 2
Surface commitments
What was promised, what got done, what's still open.
- 3
Draft topics
Suggested talking points + likely questions.
Related actions
More tasks Revo can take off your plate.
File a client attachment into the right matter folder, automatically
When a client sends a signed doc, an exhibit, or a tax return, Revo recognises the matter, files it in the PMS, and sends back a one-line acknowledgement.
Prep for the discovery call with a prospect
Twenty four hours out, Revo pulls company research, prior outreach, and ICP context into a discovery brief.
Prep for a customer executive meeting
Twenty four hours out, Revo pulls CRM, usage data, and past correspondence into a customer-exec-ready brief.
Calendar a subpoena or deposition notice the moment it lands
Revo reads the notice, calendars the deposition or response date, alerts the team, and drafts the witness or custodian outreach.
Log a court order, calendar the deadline, notify the client
When the court emails an order, Revo logs it in the matter file, calendars every deadline it triggers, and drafts the client notice. all in one move.
Prep and customise the product demo
Twenty four hours out, Revo pulls discovery notes and customer use case into a customised demo plan and tailored deck.
Try this on your inbox
Free 7-day trial. Cancel anytime.