Account guardian

Watches accounts for churn and expansion, preps every QBR

Watches your customer accounts across CRM data, meeting transcripts, and support signals, and flags the ones drifting toward churn before the renewal call is already lost. Before every external meeting it assembles a brief with account health, open threads, and what changed since last time, and afterward it drafts the follow-up that keeps the deal moving. You get a live risk picture of your book of business without maintaining it by hand.

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  • Turns onboarding calls into friction fixes and jobs to be done

Account guardian - a meeting agent for Tana