Every customer gets your best onboarding
and sees the value fast
Customers decide whether to stay in the calls you run after the sale. PromptVu puts your best kickoff, training and QBR talk tracks on the exact screens your CSMs share, so every customer gets the same proven experience.
Retention is decided in the calls after the sale
Today
- Every CSM runs onboarding their own way, so customers get a different experience
- QBRs turn into feature tours instead of a story about value
- Expansion comes up only when someone remembers to bring it up
With PromptVu
- Kickoff, training and check-in calls run from the same approved sequences
- Every QBR screen comes with the result to point at and the question to ask
- Expansion moments are flagged on the screens where they come up naturally
Faster time to value and stronger renewals
One onboarding playbook for every CSM
Build your kickoff, admin training and check-in calls once as shared sequences. Every CSM, new or tenured, runs the same proven onboarding.
Team Library →Prove value in every QBR
Prompts tie each screen to the result the customer bought you for: hours saved, revenue gained, risk reduced. The renewal case makes itself.
Prompt Sequences →Expand without sounding salesy
A prompt on the right screen reminds the CSM when to raise the next team, seat or use case, in words that sound like help, not a pitch.
Presenter Screen →Questions from customer success
Can we use it on calls with existing customers?
Yes. Use it for any call where you share your screen: kickoffs, trainings, check-ins, QBRs and renewals.
Can a new CSM run onboarding in week one?
Yes. They present from the team's sequences, with the talk track on the screen they're showing.
Does the customer see the prompts?
No. CSMs share the clean Presenter Screen. Prompts stay on their own screen.
More answers in the full FAQ
See how the rest of your team uses it
I run the same training every week. It should be just as good every time.
Step-by-step training on the real screens, so any trainer can run your best session.
See it for trainers → Sales leadersMy reps need to ramp faster and stop going off-script in demos.
One approved demo script for the whole team, on every rep's screen during the call.
See it for sales leaders → RevOpsWe built the process. I need reps to actually follow it on calls.
Approved talk tracks and demo flows, on screen where reps actually sell.
See it for RevOps →Give every customer your best onboarding
Book a walkthrough to see how CS teams turn their best onboarding and QBR calls into sequences every CSM can run.