Steerco launches AI-powered platform that automates QBRs, success plans, and account reviews—finally, a tool built for the CSM doing the work.
Steerco, the AI platform purpose-built for Customer Success and Account Management teams, announced the public launch of its newest product: an agentic AI assistant that automates QBRs, account reviews, and success plans — so CSMs can finally stop working like report writers.
Steerco does your homework, so you can do your job”
— Zach Hawley, CEO & Founder
Most CS tools are made for executives. Steerco flips that. It’s the first platform built for the people actually doing the work. From prepping for customer calls to tracking goals and risk signals, Steerco handles the strategic busywork so CSMs can focus on outcomes, not formatting slides.
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“Steerco does your homework, so you can do your job,” said Zach Hawley, CEO and Founder of Steerco. “This isn’t another copilot. It’s your least annoying teammate, one that shows up on time, preps your docs, and doesn’t need handholding.”
What You Can Do with Steerco:
Auto-generate account reviews, QBRs, and success plans in minutes
Track product usage, stakeholder engagement, and customer health in one place
Flag expansion and churn risk using internal signals and market intel
Try It — No Surprises
Steerco offers a “try before you buy” experience. Users can create a few account plans, success plans, and engagement summaries before hitting the paywall. A credit card is required to get started, and full AI access is unlocked with a paid plan.
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Key Features Include:
Agentic QBR Automation – Go from review to plan to prep in one click
Live Success Plans – No more Word docs. Share live customer-facing workspaces
AI-Driven Signals – Pull from product usage, CRM trends, and external events
Compliance-Safe AI – Every output is logged, private, and traceable
Why Now?
AI is changing how post-sale teams operate. According to Zendesk’s 2025 CX Trends report, 70% of customers can already tell which companies are using AI effectively. Steerco gives CSMs and AMs a head start, not just another tool to manage.