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Turn Every Conversation into a Success Plan—Automatically

CSMs have needed this for years.

Client Success Plan AI - Make OUtcomes easy

What We’re Testing

90% of CSMs firefight tickets and never get beyond tactical check-ins. 


Goals, value drivers, root causes, and KPIs stay buried in notebooks or scattered docs. 


Clients can’t see progress, churn risk rises, and renewal decks rely on guesswork.


Our Hypothesis
CSMs (or their managers) will pay $20/mo per seat for an AI assistant that builds CS Plans in 10 minutes and tracks outcomes automatically.


This Experiment

Build Streamlit MVP on Replit → 5 CSMs create plans for real accounts → they rate usefulness ≥ 4/5 and manager issues LOI for team rollout.

Join the Beta — First Month Free

Features

AI Intake Wizard

 Parses call notes or Zoom transcript, auto-fills Overview, Current State, Root Cause in < 60s. 

Smart Dropdown Recommender

 Suggests Goals, KPIs, Key Initiatives, and Metrics from a curated library matched to industry & pain points. 

Progress & ROI Dashboard

Progress & ROI Dashboard

 Links to CRM/BI, updates baseline vs. target KPIs, and exports a board-ready PDF.

Call To Action

Run a 2-Min Account AuditWatch a Live Plan-Builder DemoLock Founder Pricing

Social Proof

 “Built a full Success Plan in one coffee break—clients finally see the roadmap.” 

 — Jordan Lee, Enterprise CSM

 “Dropdown suggestions nailed our SaaS adoption KPIs without mega spreadsheets.” 

 — Priya Singh, CS Team Lead

 “Renewal deck now auto-populates verified outcomes; churn meetings cut in half.” 

 — Evan Brooks, VP Customer Success 

Ethics & Privacy Note

 We never train models on identifiable client data. Plans stay tenant-scoped; you may export or delete anytime. No pay-to-play vendor placements in dropdown suggestions.


We collect only the data this experiment needs—nothing more. All submissions are encrypted, stored for research purposes only, and deleted within 90 days or immediately upon request. 

Frequently Asked Questions

Please reach us at successplan@gowenplaces.com if you cannot find an answer to your question.

 HubSpot & Salesforce read-only at launch; more via Zapier.

 AES-256 at rest; SOC-2 infrastructure; delete on demand.

 < 10 min: connect CRM, paste first call notes—wizard does the rest.

Copyright © 2025 GowenPlaces - All Rights Reserved.  Personal R&D lab operated independently of Geoff Owen’s full-time employer. See the Independence Statement for details. 

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