Forge is live at Learning Technologies London, meet us at Booth H30 + keynote Thu 30 April at 11am, Theater 9. Book a demo →

For Customer Success

Every CSM, coached on every account in their book

Forge for Customer Success reads your CRM and support platform in real time. It coaches CSMs on health scores, expansion signals, renewal risk and QBR prep, measured in NRR, logo retention, time-to-value.

The CS problem

Too many accounts. Not enough hours.

CSMs juggle 40-80 accounts each. They cannot prep every QBR, catch every churn signal, or run every expansion play. Forge is the always-on CS coach that surfaces the right action on the right account at the right time.

How Forge makes you win

Coaching that protects and grows the book.

Account-aware. Forge reads health scores

usage trends, support tickets, contract dates. Surfaces the right play per account, not a generic CS handbook.

Expansion + retention. Trained on your expansion motion

your renewal playbook, your QBR template. Every CSM becomes your best CSM at scale.

Measured in NRR and retention. Forge proves which coaching moments moved which account outcome.

Format

The coach picks the format that fits.

Sometimes the moment calls for a 90-second flashcard. Sometimes a role play before the difficult conversation. Sometimes a podcast on the commute. The coach reads the moment and pushes the format that lands, or the learner asks for the one they need. 15+ activity types today, more shipping every quarter.

Drill cards

Spaced-repetition cards on the policy, the playbook, the product. Built for retention.

flashcards · scratchcards · match-pairs

Quick reference

Pre-flight checks and FAQs for the call, the audit, the launch. The list adapts to the role and the moment.

checklist · FAQ

Quiz

Drop-in assessments tied to the modules. Proof of knowledge, not proof of attendance.

quiz

Podcast

Lecture, interview or Q&A audio formats, listen on the commute, between sites, or before the 1:1.

lecture · interview · Q&A

Slides & video

Slide decks, manga-style animated explainers, AI avatar videos, ready to present at the QBR, ready to broadcast across the org.

slides · animated video · AI avatar

Live practice

Tutor, assessor or role play, practise the difficult conversation, the live demo, the regulator interview before the real one.

tutor · assessor · role play

CS coach, ready to deploy

Meet the Forge CS coach

Configure each coach with your CS playbook, your tiering model, your renewal process, your expansion criteria. Forge makes your CS team scale without cloning your best CSM.

Ready to hit new levels of performance with Forge?