INTRODUCTION

Your lightweight
customer success platform

For teams who need more than spreadsheets
and less than Gainsight

clair.coda.io

Overview

Health

92%

Active

142

At Risk

8

Renewals

$234K

Customer CSM Health Stage

Acme Corp Sarah K. 94 Renewing

TechFlow Inc Mike R. 88 Adopting

DataSync Sarah K. 62 At Risk

The Challenge

Sound familiar?

Select all that apply

Spreadsheet hell

5 tabs, 20 Slack channels, broken Zaps, and tribal knowledge

$30k for software?

Traditional CSPs want $30k+ before you've proven your model

No bandwidth

Product has an 18-month roadmap and internal tools aren't on it

Other challenges

Discovery

Tell us about your team and tools

This helps us calculate your Clair + Coda investment

GTM model

How you acquire customers

CS model

Your primary success metric

Doc Makers

Users who will administer Coda

Current tools

Select all that apply

CRM

Salesforce HubSpot Pipedrive Copper Attio

Work Management

Asana Monday ClickUp Wrike Trello MS Planner Todoist

Communication

Slack MS Teams Intercom Zendesk

Analytics & Billing

Mixpanel Chartmogul Stripe Quickbooks

Productivity

Gmail Outlook Google Calendar Outlook Calendar Google Tasks Outlook Tasks Calendly

Calls & Recording

Gong Fireflies Fathom

Engineering & Product

Jira Linear

HR

Bamboo HR

Other tools you'd like to integrate

What You Get

Out of the box features

All the essentials, ready from day one

Feature	Must Have	Nice to Have	Not Needed
Customer Health Real-time health scores based on usage and engagement	Must Have	Nice to Have	Not Needed
Renewal Pipeline Automated renewal and expansion forecasting and risk alerts	Must Have	Nice to Have	Not Needed
Usage Analytics Integrate product data to track engagement	Must Have	Nice to Have	Not Needed
Automated Workflows Playbooks, onboarding sequences, escalations	Must Have	Nice to Have	Not Needed
Custom Dashboards Executive, team, and account views	Must Have	Nice to Have	Not Needed
Team Collaboration Shared notes, tasks, and account handoffs	Must Have	Nice to Have	Not Needed

Feature notes

Investment

The pricing math is simple

One flat fee. No end user charges. No surprises.

Doc Makers:

Coda Pro Platform & Users

$30/mo per Doc Maker. Unlimited Editors and Viewers.

-

Coda Packs (per Doc Maker)

Click to see integration breakdown

-

Integration (per Doc Maker)

Monthly Annual

No integrations selected

Clair ongoing maintenance (optional)

1 hour of updates/mo

-

Annual Subscription Fees
Billed monthly
-

Year 1 Total

-

Includes Clair services

Year 2

-

Subscription only

Year 3

-

Subscription only

Clair implementation services: $6,400 one-time, billed in advance (Year 1 only)

✓ Live in 3 weeks ✓ You own it forever ✓ No long-term contracts

Next Steps

Ready to level up?

Here's what you shared

Company

-

Challenges

-

Doc Makers

-

Year 1 Investment

-

When are you looking to get started?

Right away This quarter Next quarter Just evaluating

Book Your Demo

See Clair in action

Get a personalized walkthrough of how Clair can level up your customer success operations

30-minute call and live demo

Confirm pricing for your team

No commitment, just a conversation

3 weeks Average launch

$30k+ Saved vs. traditional