For B2B companies with more customers than account managers

Your long tail is not under‑served. It is un‑served.

Every customer gets a recurring three-minute AI voice check-in. What they say comes back as a signal.

See how it works

The long tail

1,000 customers. Each dot is ten.

30%

Get a person

70%

No attention

  • You have more customers than account managers, so the long tail gets automated emails instead of a person.
  • Churn is highest in the long tail. Leaving valuable revenue and churn reduction on the table.
  • Your CRM shows what you did, not what your customers think of your product or service.

Below a certain contract size, a call from your team costs more than the customer pays. So the calls stopped and the churn went into the budget.

Churn turns new sales into replacement revenue instead of growth.

The product

Every customer gets a tailored three-minute AI voice check-in that remembers what they said last time, and knows what to ask next.

How it works

  1. 01

    Trigger

    Check-ins run on a schedule, for example: after onboarding, every 90 days and 60 days before renewal, with an exit conversation when a customer leaves. They can also be triggered by a customer event such as a usage drop, a stakeholder change or a contract date.

  2. 02

    Invite

    The invitation goes out in your brand as an email, followed by an SMS two days later and a last email on day 7. Then it stops. It is always disclosed as an AI-moderated check-in.

  3. 03

    AI conversation

    Three minutes of open questions in the customer's own language. It follows up like a key account manager would and continues where the last conversation ended.

  4. 04

    Signal

    Churn risk, growth or value, each linked to what was said and delivered with a summary and a recommended action. It is written to the customer's card in the tools you already use, never as a transcript. The sales rep acts when needed.

What it looks like

Step 3: The AI conversation, on your customer's phone
Nordbok

Main question 1 of 3

Listening
00:42

Powered byNava

Step 4: The signal, on the customer card and in your team's chat
Sales

Customer

Konsultbolaget Insikt AB

Owner
Anna Berg
Renewal
In 62 days
Spoke with
Sara Lind
ActivityDetailsRelated

Nava check-inToday, 09:14

Sara would drop their spreadsheet if client statements came out of the system. Two accountants still export by hand every Friday. Exports are better since the May update.

Growth: Explicit ask(new)Risk: Elevated(steady since May)Value: Partly realized(improving)

Next step: Anna calls Sara before the renewal window opens. Product confirms the client-statement export timing first.

Create task for AnnaOpen check-in

sales09:14

NavaAPP

Growth signal: Konsultbolaget Insikt AB

Explicit ask from Sara Lind. Renewal in 62 days. Owner: Anna Berg.

Open customer

What makes it different

  • Your brand, their language.

    An email invite and an SMS reminder, then a conversation by voice or text in more than 20 languages. No login and no app.

  • A conversation, not a survey.

    It asks why usage dropped, why a feature is avoided and what would make the renewal easy. Each check-in has its own goal and questions.

  • It remembers.

    Each check-in builds on the last one, so what the customer said in May is already known.

Why it pays

70%

of a B2B software company's customers are in the long tail, with automated emails and a health score instead of a person.

Gainsight, Tech Touch Customer Success: The Playbook and Metrics, June 2026

  • Catch churn while it can still be fixed.

    Risk signals from the customers nobody had time for, with the reason in their own words and a task for the owner.

  • Find growth in the long tail.

    Explicit asks and expansion signals go to sales with the evidence attached.

  • Hear what your product is worth.

    Value signals go to product continuously, straight from real users.

  • Cover every customer without hiring.

    The playbook runs the long tail at one person per 500 customers. Five check-ins a year with 500 customers is 2,500 conversations, and Nava runs them in their language with the last one in memory.

Questions we get

A system, not a hope.

Customers are introduced to the check-in from day one, so they know it's their place to share honest feedback. Each invitation is sent in your brand, triggered at the right moment in the customer journey, and followed by an SMS and a reminder if needed.

There's no login and no friction. Customers can simply talk or type. And because they hear what happens as a result of their feedback, they have a reason to respond again next time.

Works with the tools you already use.

The signal is written where your team works: on the customer's card in your CRM, as a task for the owner, or as a message in the channel they read. There is no new tool to learn.

  • HubSpot
  • Salesforce
  • Pipedrive
  • Microsoft
  • Slack
  • Zapier

Frequently asked questions

Book a demo

Start serving your long tail today.