AI Customer Success Manager, AI Managers
AI Customer Success Manager, part of Shelby's Marketing Intelligence platform. AI-powered funnels, ad optimisation and concierges for service businesses.
Retention is a compounding advantage, but it's usually reactive. Lauren makes customer success proactive: onboarding, health scoring, follow-ups, reviews and referrals, coordinated across every touchpoint.
- Track onboarding and activation milestones
- Monitor engagement, health scores and churn signals
- Coordinate reviews, testimonials and referrals
- Run proactive follow-up cadences
- Surface upsell and renewal opportunities
- Report on retention, NPS and lifetime value
Define the lifecycle
Onboarding, activation, renewal, expansion.
Connect CRM & product data
Health scores and behaviour.
Set cadences & triggers
Follow-ups, reviews, upsells.
Track retention weekly
Churn signals and interventions.
Optimise the journey
Improve the funnel every quarter.
Frequently asked questions
Does it replace my success team?
No. Lauren supports staff with coordination, information and proactive follow-up. Relationships stay with humans.
Can it request reviews or referrals?
Yes. It can support approved review and referral workflows at suitable points in the customer journey.
How does it detect churn?
Through health scoring across product usage, engagement and support signals, where connected.
Can it work with a CRM?
Yes, most common CRMs are supported subject to your integration and permissions.