Customer Success

Scale impact without growing headcount.

Quarterzip helps Customer Success teams deliver personalized onboarding. Show Quarterzip your onboarding, then let AI scale it across every new customer.

Everywhere your users are, Quarterzip is too.

Deliver consistency at scale
Every customer gets your best onboarding experience
Understand every account
With each onboarding session, receive the feedback you need to understand the next action for each account.
Keep your team focused on strategy
Free CSMs from repetitive onboarding so they can drive renewals and expansion.

Supercharge you CSMs

CSMs are overwhelmed with tasks, making scaling the team impossible.

Even the best Customer Success teams hit a wall. Manual onboarding drains bandwidth, playbooks get lost in decks, and each new account adds more pressure. The result: slower time-to-value and burnt-out CSMs.

Automate onboarding without losing the human touch.

Quarterzip allows you to build guided, AI-powered experiences that run themselves — while your team focuses on what really matters: relationships, expansion, and success outcomes.

CS teams using Quarterzip onboard 3x more customers

Faster activation, happier customers, less burnout. Quarterzip replaces repetitive work with scalable, AI-assisted experiences that maintain your team’s human touch.

How Quarterzip empowers Customer Success teams.

Step 1: Record your best onboarding session once.

Step 2: Quarterzip turns it into an interactive, AI-guided flow with real-time voice and contextual help.

Step 3: Track every customer’s progress, sentiment, and success metrics in your Activation Hub.

Questions from Customer Success leaders.

Will this replace my CSMs?
No — it amplifies them. Quarterzip automates the repetitive parts so your team can focus on relationships.
How does Quarterzip stay on-brand?
Every voice, tone, and flow is fully customizable.
Can I track activation and adoption metrics?
Yes — all progress and sentiment data feed into your Activation Hub. You own the insight.

Supercharge your 
post sales teams

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Personalized onboarding
Deliver world-class onboarding at scale, delight your customers and unblock your staff.