For customer success
Onboarding, QBRs and check-ins - booked without the chase.
Let customers self-book onboarding and reviews, route accounts to the right CSM, and let Beaver handle the reschedules - so your team spends time on customers, not calendars.
Sound familiar?
Chasing customers to book
Onboarding and QBRs stall in email threads. Every delayed kickoff is time-to-value slipping and a renewal risk growing.
Accounts land on the wrong CSM
One shared link means enterprise accounts and self-serve customers hit the same person, so the wrong CSM fields the wrong call.
Reschedules eat the week
Customers move meetings constantly. Re-finding a slot across timezones is a daily tax on a team that should be driving adoption.
How BraveDay fits
Self-book onboarding and reviews
Share a booking page so customers grab their kickoff or QBR themselves, on your real availability - no reply-and-wait, no stalled starts.
Route accounts to the right CSM
A short routing form sends each customer to the right owner or pod by tier or product, so the right person always takes the call.
Beaver handles the reshuffle
"Move the Acme QBR to next Tuesday." Beaver finds the slot and reschedules across timezones - you just confirm.
Reminders that cut no-shows
Automated nudges over email, SMS and Slack keep onboarding and reviews on the calendar, so momentum doesn't slip.
Up and running in minutes
- 1
Add your CSMs and connect their calendars.
- 2
Build a routing form by tier or product and set round-robin.
- 3
Share one link - customers book the right owner, every time.
Can customers book their own onboarding?
Yes - share a booking page and customers pick a real, free slot themselves, with the video link and reminders attached. No back-and-forth kickoff thread.
Can I route accounts to a specific CSM?
Yes - a routing form asks a question or two (tier, product, region) and sends each customer to the right owner or pod automatically.
BraveDay for