Drive More Expansion with Better Research
Get account context, expansion signals, and stakeholder insights before every customer meeting.
Challenges Customer Success Face Daily
Sound familiar? You're not alone.
Account research is scattered
CSMs piece together account context from CRM, support tickets, usage data, and manual research.
Missing expansion signals
Without tracking customer growth signals, CSMs miss upsell and cross-sell opportunities.
Stakeholder changes go unnoticed
New champions or detractors appear without CSMs being aware, affecting relationships.
Three Steps to Automated Research
Connect Your Calendar
Link your calendar and Prepd detects customer meetings automatically.
AI Researches Accounts
Our AI analyzes customer companies for updates, growth signals, and stakeholder changes.
Brief Delivered
Receive an account brief with expansion signals and stakeholder insights.
Why Customer Success Choose Prepd
Account Intelligence
Get comprehensive account context including company updates, growth signals, and news.
Expansion Signals
Identify hiring, funding, and growth indicators that suggest expansion opportunities.
Stakeholder Updates
Track stakeholder changes, new hires, and departures that affect your relationships.
“Prepd transformed how our customer success team prepares for client meetings. We're now walking into every call with confidence.”
Ready to Automate Your Pre-Call Research?
Join customer success who save 20+ minutes per call with Prepd.
Start Free Trial14-day free trial • Cancel anytime
Frequently Asked Questions
Everything you need to know about Prepd for customer success.
Still have questions? Contact support