Stop wondering if your team is prepared. Start knowing they are leading.
Most CS Leaders face the same visibility gap: You don’t know if your CSMs are walking into calls truly prepared or just "winging it." When CSMs are buried in the "20-tab scramble"—manually hunting through LinkedIn, Google News, and old CRM notes—they aren't strategizing. They are just trying to survive the research phase.
The Customer Research Agent is your team's automated Enablement Lead. It ensures every CSM, from your new hires to your seniors, walks into every meeting with a McKinsey-level brief in under 2 minutes. By combining live deep-web research with 15+ years of HubSpot-level strategy, it guarantees your team understands their customer’s business, funding, and GTM motion before they ever hit "Join."
Just provide the link, standardize the prep, and watch your team's executive presence soar.
The Problem: The "Preparation Gap"
Inconsistent Call Quality: Some reps are naturally strategic, while others get stuck in "feature-function" talk because they lack the business context.
The Productivity Drain: Your team is losing hours every week to manual research fatigue—time that should be spent on high-value coaching or expansion.
The "Surface-Level" Trap: Calls stay tactical because the CSM didn't have time to find the recent news or industry shifts that actually matter to the customer's Executive team.
The Solution: Your Automated Enablement Lead
This agent eliminates the prep-work grind for your entire team, shifting them from "data gatherers" to "strategic advisors" instantly.
Standardized Strategic Excellence: Every rep follows the same high-performing framework for QBRs (or your regular account calls), Renewals, and Kickoffs. No more "check-in" calls.
Live LinkedIn & Google Synthesis: The agent crawls live data for funding news, leadership changes, and competitive benchmarks—giving your team insights that even a CRM can't hold.
Predictive Discovery Questions: It generates "Smart Questions" tailored to the customer’s specific business model, ensuring your team unearths pain and expansion opportunities.
Executive Presence on Demand: This tool helps your newer reps sound like seasoned pros by providing the industry context and "Strategic Talking Points" usually reserved for senior leadership.
Zero Technical Friction: No CRM integration or IT approval needed. It’s a private link that your team can use immediately to get the insights they need.
How It Works
Purchase & Deploy: Get instant access to the private AI Agent link to share with your team.
Instant Team Adoption: CSMs enter the account name and call type (QBR, Renewal, Kickoff, etc.).
Live Research Synthesis: The agent performs live LinkedIn and Google research, applying proven CS best practices in real-time.
Strategic Execution: The team receives a complete, executive-ready prep doc, ready to guide the conversation.
What’s Included in Your Subscription
Private Agent.ai Access Link: A dedicated link for your team with one-click access via Google/Email.
15+ Years of CS Logic: Built-in playbooks and strategy frameworks from HubSpot and high-growth Series B startups.
Multi-Call Frameworks: Logic optimized for the entire lifecycle: Onboarding, Check-ins, QBRs, and Renewals.
2025 Industry Benchmarks: Integrated data from latest SaaS trends to ensure your team's advice is always current.
Lifetime Updates: As AI and CS strategies evolve, the agent’s logic is updated to keep your team at the cutting edge.
Priority Manager Support: Direct access for team onboarding or tactical implementation questions.
How Access Works
This is a standalone AI agent and does not connect to your internal systems or data.
After purchase, you’ll receive an email with a private login link to access the agent instantly. No setup required.
If you’re looking for an agent that connects to your tools, data, or workflows, email kate@makrventuresllc.com to discuss a custom build.
Stop wondering if your team is prepared. Start knowing they are leading.
Most CS Leaders face the same visibility gap: You don’t know if your CSMs are walking into calls truly prepared or just "winging it." When CSMs are buried in the "20-tab scramble"—manually hunting through LinkedIn, Google News, and old CRM notes—they aren't strategizing. They are just trying to survive the research phase.
The Customer Research Agent is your team's automated Enablement Lead. It ensures every CSM, from your new hires to your seniors, walks into every meeting with a McKinsey-level brief in under 2 minutes. By combining live deep-web research with 15+ years of HubSpot-level strategy, it guarantees your team understands their customer’s business, funding, and GTM motion before they ever hit "Join."
Just provide the link, standardize the prep, and watch your team's executive presence soar.
The Problem: The "Preparation Gap"
Inconsistent Call Quality: Some reps are naturally strategic, while others get stuck in "feature-function" talk because they lack the business context.
The Productivity Drain: Your team is losing hours every week to manual research fatigue—time that should be spent on high-value coaching or expansion.
The "Surface-Level" Trap: Calls stay tactical because the CSM didn't have time to find the recent news or industry shifts that actually matter to the customer's Executive team.
The Solution: Your Automated Enablement Lead
This agent eliminates the prep-work grind for your entire team, shifting them from "data gatherers" to "strategic advisors" instantly.
Standardized Strategic Excellence: Every rep follows the same high-performing framework for QBRs (or your regular account calls), Renewals, and Kickoffs. No more "check-in" calls.
Live LinkedIn & Google Synthesis: The agent crawls live data for funding news, leadership changes, and competitive benchmarks—giving your team insights that even a CRM can't hold.
Predictive Discovery Questions: It generates "Smart Questions" tailored to the customer’s specific business model, ensuring your team unearths pain and expansion opportunities.
Executive Presence on Demand: This tool helps your newer reps sound like seasoned pros by providing the industry context and "Strategic Talking Points" usually reserved for senior leadership.
Zero Technical Friction: No CRM integration or IT approval needed. It’s a private link that your team can use immediately to get the insights they need.
How It Works
Purchase & Deploy: Get instant access to the private AI Agent link to share with your team.
Instant Team Adoption: CSMs enter the account name and call type (QBR, Renewal, Kickoff, etc.).
Live Research Synthesis: The agent performs live LinkedIn and Google research, applying proven CS best practices in real-time.
Strategic Execution: The team receives a complete, executive-ready prep doc, ready to guide the conversation.
What’s Included in Your Subscription
Private Agent.ai Access Link: A dedicated link for your team with one-click access via Google/Email.
15+ Years of CS Logic: Built-in playbooks and strategy frameworks from HubSpot and high-growth Series B startups.
Multi-Call Frameworks: Logic optimized for the entire lifecycle: Onboarding, Check-ins, QBRs, and Renewals.
2025 Industry Benchmarks: Integrated data from latest SaaS trends to ensure your team's advice is always current.
Lifetime Updates: As AI and CS strategies evolve, the agent’s logic is updated to keep your team at the cutting edge.
Priority Manager Support: Direct access for team onboarding or tactical implementation questions.
How Access Works
This is a standalone AI agent and does not connect to your internal systems or data.
After purchase, you’ll receive an email with a private login link to access the agent instantly. No setup required.
If you’re looking for an agent that connects to your tools, data, or workflows, email kate@makrventuresllc.com to discuss a custom build.
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