01Onboarding — Get them live without chasing anyone
You are running several onboardings at once, and the real status of each one lives in your head.
The team view: every plan, what is overdue, what is blocked, and which accounts need attention today.
| Onboarding plans and milestones | The plan for each account — what is done, what is next, what is stuck |
|---|---|
| Versioned plan templates | Reuse the plan that worked, and change it without breaking the ones already running |
| Customer portal | Your customer sees their own plan, their outstanding items and what happens next |
| Task queues and approvals | What you owe, what they owe, and what is waiting for sign-off |
| Blocked tasks | A separate state for work that cannot move, so a stall looks different from idle |
Vali flags the plan that has not moved in two weeks, and who it is waiting on.
02Adoption — Know it is working before they tell you
The account goes quiet, and you find out at the renewal.
The coach recommends one action per account and shows its reasoning — you approve or reject it.
| Usage ingestion | Real product usage on the account, not a guess from how often you meet |
|---|---|
| Adoption coach | A specific next action for the account that is drifting — not a score to interpret |
| Time to first value | How long the customer waited for something they would miss, measured from signature |
| Surveys and CSAT | Feedback attached to the account rather than sitting in a survey tool |
Vali coaches you on the account that went quiet, before it becomes a renewal problem.
03Renewal — Walk in knowing the whole year
Preparing a review means reconstructing eighteen months out of a mailbox.
The account summary: what the contract is worth, when the renewal is due, and what changed — assembled from the record rather than a mailbox.
| Account health and renewal position | Where the account stands, and when the conversation is due |
|---|---|
| ARR and finance | Value, terms and invoicing against the same record as the relationship |
| Full account history | What was promised, what happened, what changed — readable without a meeting |
| Communication timeline | Email, Slack and meetings for the account, in one place |
Vali assembles the story of the year from the record, so preparation takes an hour.
04Churn — Make it a decision, not a surprise
A churn arrives as news, and nobody can say precisely what went wrong.
Churn grouped by reason and revenue impact, so a pattern is visible rather than anecdotal.
| Scheduled churn | Recorded with a date and a reason — the account changes phase on its own |
|---|---|
| Churn analytics | Why accounts left, grouped so a pattern is visible rather than anecdotal |
| Former customers | They stay on the record as former, not deleted, because the relationship is not over |
Vali surfaces the reasons that repeat across accounts, not just the most recent one.
05Post-Churn — The relationship outlasts the contract
A champion moves to a new company and nobody notices for a year.
Win-back opportunities ranked by probability-weighted value — reactivation probability against pre-churn ARR. Nothing sends from here.
| Win-back pipeline | Former customers worth re-approaching, with the reason and the timing |
|---|---|
| People graph | Follows the people, not just the logo — a champion who moves is an opening |
| Watch list | Accounts and contacts worth watching, with triggers rather than reminders |
| Network effect | Where your former customers work now, and who they know |
Vali watches for the trigger worth acting on, instead of a list you have to re-read.
