Planhat Implementation & AI-Powered CS Ops
Customer Success, Engineered for Growth
NRR Partners builds and optimizes CS operations for B2B SaaS — from full Planhat implementations to AI-powered health scoring and CSM automation on any stack.
Your CS team is drowning in data—and starving for insight.
Scattered signals
Critical customer data lives in six different tools. No single source of truth. Every QBR is an archaeology project.
Reactive, not proactive
You find out accounts are at-risk after they've already decided to leave. The save attempt comes too late.
Manual everything
CSMs burning 40% of their week on spreadsheets and data entry instead of driving expansion and renewals.
Forecasting by gut feel
Renewal predictions based on intuition, not data. Board meetings are stressful. Pipeline is a black box.
Four pillars of a
revenue-driving CS operation.
Revenue Cleanup & Forecasting
Crystal-clear revenue visibility. Audited forecasts, multi-year deal tracking, and executive dashboards that tell the real story.
- Forecast structure audit
- Multi-year deal tracking
- Calculated metrics & dashboards
- Quarterly revenue snapshots
Portfolio Health & Usage
Know exactly which accounts are thriving, at-risk, or ready to expand. Health scores powered by calculated metrics and time series data.
- Time series usage tracking
- MoM engagement trends
- Calculated metric health scores
- Automated expansion triggers
Full Planhat Implementation
From data migration to custom objects, we build your Planhat instance with playbooks, sequences, and calculated metrics so your team hits the ground running.
- Complete data migration
- Custom objects & dimensions
- Playbooks & sequences
- Team training & enablement
AI-Powered CS Automation
Predictive risk scoring and agentic workflows that automate account briefs, churn detection, expansion signals, and renewal prep — built on your existing stack.
- Predictive churn & risk scoring
- Automated pre-call briefs & QBRs
- Expansion signal detection
- Morning priority briefings for CSMs
The numbers speak.
Planhat implementation with automated health scoring and proactive churn playbooks. Team went from reactive to data-driven within one quarter.
Automated revenue forecasting, usage-based expansion triggers, and CSM dashboards that replaced manual reporting across the team.
From audit to optimization
in weeks, not months.
Audit & Discovery
Deep-dive into your CS stack, data flows, and revenue metrics. We find every gap and every opportunity.
Strategy & Architecture
Custom blueprint for your Planhat instance. Health scores, workflows, integrations, dashboards — tailored to you.
Build & Implement
Full execution: data migration, configuration, automation, and hands-on team training for adoption from day one.
Optimize & Scale
Ongoing tuning of health scores, workflows, and dashboards. Continuous refinement driven by real usage data.
Leaders who trust our work.
Working with NRR Partners gave our CS team real structure for the first time. We finally have visibility into account health and a playbook that doesn't depend on tribal knowledge.
They rebuilt our entire Planhat instance in six weeks. Our CSMs went from dreading the tool to relying on it daily. The forecasting alone was worth it.
We finally stopped guessing which accounts were at risk. The health scores and automated alerts caught three renewals we would have lost.
Platform expertise
meets AI engineering.
NRR Partners combines deep Planhat, Intercom, and Salesforce expertise with AI-powered automation. We implement and optimize your CS platform, then layer on predictive health scoring and agentic workflows that make your team faster.
With offices in New York, Paris, and Dubai, we work across time zones and markets to meet you wherever your customers are.
Common questions.
B2B SaaS companies from Series A through growth stage. 50 customers or 5,000 — if you're serious about NRR, we can help.
Planhat is our core platform expertise, but our AI-powered health scoring and CSM automation work on any CS stack — Catalyst, Gainsight, Vitally, Salesforce, or custom setups. We meet you where you are.
4–8 weeks for a full build, scoped precisely during discovery. No surprises, no scope creep.
A 30-minute, no-pressure call where we review your CS setup, identify quick wins, and map out what an engagement looks like. Actionable insights whether or not we work together.
Revenue impact. Churn reduction, NRR growth, expansion revenue, CSM efficiency. We set measurable KPIs upfront and track them relentlessly.
Every engagement is scoped during our free discovery call. Pricing depends on complexity, data volume, and integration depth. We provide a fixed-scope proposal with no hidden fees — you'll know exactly what you're investing before we start.
That's actually one of our specialties. Many clients come to us after a failed self-implementation or a bad consulting experience. We audit what went wrong, salvage what's usable, and rebuild it right — usually faster than starting from scratch.
Ready to stop losing
revenue to churn?
Tell us about your CS challenges. We'll come back with a perspective — and a plan.