Member-only story
How to use Claude to get an intelligence report for your business
Your CS platform is full of signals that should be driving upgrade conversations. The challenge is turning a spreadsheet of health scores and usage events into something a CS owner can actually say on a call.
I built a workflow using Claude to do exactly that. It takes a raw CRM export, runs it through a scoring model, and produces account-level conversation cards for every HOT account: a specific opening line, a reason why now, and a demo recommendation, all derived from the usage data you already have.
This post walks through the workflow and includes a reusable template so you can run the same play on your own data.
Upgrade Intelligence Report: Reusable Template
Purpose: Identify accounts ready for plan upgrades, assign conversation types, and give CS/SDR teams account-specific openers backed by usage data.
What you need before you start:
- CRM/CS platform export (usage metrics, health scores, deal stages)
- Call recording transcripts (optional but significantly improves opener quality)
- Your plan tier structure and upgrade paths
