Know what changed in your accountsand what to do next.
See what's happening in each account, why it matters, and when your team should act.
Catch churn risk early, prepare for renewals, and spot expansion moments before they're missed.
Good morning, Sarah.
3 accounts need attention. $108K ARR at risk.
Accounts
105
+3Avg Health
72
+2At-Risk
4
+1Revenue at Risk
$108K
Priority Queue
Synthwave AI
Score dropped 15 pts
Champion engagement weakening
CloudOps Inc
No activity for 12 days
Renewal in 41 days
Nextera
Onboarding stalled
No milestone progress in 5 days
Prep Brief
Sarah Chen · Synthwave AI
Champion re-engagement
Summary
What changed
Who to contact
Next move
AttioAsk your customer data a question — or prep for the next customer conversation.
Grounded answers from your actual account and portfolio data, plus prep support for intervention, renewal, and expansion conversations. Not a generic chatbot — every answer starts from real health scores, risk signals, activity data, and account context.
When the data is incomplete, it says so. No bluffing. No pretend certainty.
See everything about an account in one view.
Health score, risk factors, recommended contacts, activity timeline, and CRM data — unified in one screen. No more toggling between tabs or piecing together spreadsheets.
Synthwave AI
synthwave.ai · SaaS · 24 users
42
CriticalRisk Factors
Activity down 60%
No logins in 8 days
Champion gone silent
Recommended Contact
Sarah Chen
VP Product · sarah@synthwave.ai
Team Onboarding
Last 7 days
Started
143
Active (3+ events)
112
Completed
81
Stuck
31
Stuck Right Now
3 accountsSynthwave AI
3d 2h
Nextera
2d 8h
CloudOps
2d 1h
Know exactly where customers get stuck.
Define custom journeys — onboarding, activation, adoption — and get alerted the moment customers stall. Detect behavioral decay before it becomes churn.
Scores powered by real usage + CRM signals.
Four behavioral signals — activity, engagement, milestones, and recency — scored via the Signal Stack. Add CRM intelligence for scores that actually predict retention.
The Signal Stack
How health scores are calculated
Activity
40%
Engagement
30%
Milestones
20%
Recency
10%
+ CRM Intelligence
Multi-step sequences that save accounts
When an account needs action, FirstDistro runs a grounded customer success workflow—emails, waits, condition checks, and handoffs—automatically. You see every step. Take over anytime.
- Progress tracking — see exactly which step each account is on
- Full transparency — timeline shows every email, wait, and outcome
- Pause, resume, take over — you're always in control
- Goal celebration — know instantly when outreach succeeds
"Finally, automation I can trust. I see everything it does."
First email opened. Waiting 2 days before follow-up to avoid over-messaging.
Customer replied after step 2. Health improved +12 pts.
Expansion Brief
Maya Jones · Northstar AI
Champion pulling in adjacent teams
Why now
Usage is broadening beyond the original team and momentum is still climbing.
Growth signal
Three new teams became active and feature depth increased 18% this month.
Who to involve
Keep the champion in the loop and bring in the VP Product for the broader rollout conversation.
Next move
Book an expansion call this week around cross-team rollout and the next package tier.
Spot revenue moments before they go cold.
When product depth grows, more teams activate, and champions pull in new stakeholders, FirstDistro highlights the account and suggests the expansion move.
Ready to act on customer signals?
Free
Start with the essentials
For B2B SaaS exploring account health and prep workflows
Best for: Early-stage teams getting visibility into risk, renewals, and expansion
- 50 customer accounts
- Health scores for every account
- AI-drafted outreach (view only)
- CRM sync (HubSpot, Attio)
- API keys & SDK access
- 2 team members
Growth
Billed monthly
For B2B SaaS with 200–500 customers
Best for: PLG companies, bootstrapped SaaS, lean CS teams
- 150 customer accounts/month
- Health scores for every account
- Alerts when customers go quiet
- AI-drafted outreach to at-risk accounts
- Emails sent from your domain
- Prioritized recommendations
- 365-day data retention
Scale
Billed monthly
For B2B SaaS with 500–2,000+ customers
Best for: High-volume PLG, scaling CS operations, long-tail automation
- 500 customer accounts/month
- Health scores for every account
- Alerts when customers go quiet
- AI-drafted outreach to at-risk accounts
- Emails sent from your domain
- Prioritized recommendations
- 365-day data retention
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