Customer Success Playbook Orchestrator
For The Customer Success Rep Who Needs More Space To Think
Customer Success Playbook Orchestrator
For The Customer Success Rep Who Needs More Space To Think
HockeyStack
GTM Agents
HockeyStack GTM Agents apply our proprietary Reasoning Engine to your complete GTM dataset, delivering:
  • Multi-step, autonomous GTM workflows
  • Unified execution across the GTM stack layer
  • Real guardrails and coordination
  • Continuous self-improvement
  • Work across every GTM workflow
Step 1
Determines lifecycle stage for each customer daily
Step 2
Monitors trigger events and risk signals
Step 3
Activates the appropriate playbooks automatically
Step 4
Generates contextual tasks and escalations
Customer Success Playbook Orchestrator
Ensure the Right Customer Actions Happen at the Right Time
Step 1
Determines lifecycle stage for each customer daily
Step 2
Monitors trigger events and risk signals
Step 3
Activates the appropriate playbooks automatically
Step 4
Generates contextual tasks and escalations
Built-in Reasoning
Self-improving
test
actions
contract
trigger

HockeyStack’s GTM agents conduct advanced reasoning on your winning pipeline conversion and closed-won patterns

HockeyStack’s GTM agents continuously learn from new pipeline activity and outcomes, automatically refining their insights and recommendations over time.

Run the agent on-demand to preview its recommendations and validate outputs against your real GTM data

  • Create Task
  • Slack Message
  • Detect lifecycle stage and trigger events daily
  • Activate stage-appropriate success playbooks automatically
  • Identify risks and escalate critical customer issues
  • Generate prioritized, contextual tasks for CSMs

Trigger | Scheduled

Built-in Reasoning
Self-improving
test
actions
contract
trigger

HockeyStack’s GTM agents conduct advanced reasoning on your winning pipeline conversion and closed-won patterns

HockeyStack’s GTM agents continuously learn from new pipeline activity and outcomes, automatically refining their insights and recommendations over time.

Run the agent on-demand to preview its recommendations and validate outputs against your real GTM data

  • Create Task
  • Slack Message
  • Detect lifecycle stage and trigger events daily
  • Activate stage-appropriate success playbooks automatically
  • Identify risks and escalate critical customer issues
  • Generate prioritized, contextual tasks for CSMs

Trigger | Scheduled

Built-in Reasoning
Self-improving
test
actions
contract
trigger

HockeyStack’s GTM agents conduct advanced reasoning on your winning pipeline conversion and closed-won patterns

HockeyStack’s GTM agents continuously learn from new pipeline activity and outcomes, automatically refining their insights and recommendations over time.

Run the agent on-demand to preview its recommendations and validate outputs against your real GTM data

  • Create Task
  • Slack Message
  • Detect lifecycle stage and trigger events daily
  • Activate stage-appropriate success playbooks automatically
  • Identify risks and escalate critical customer issues
  • Generate prioritized, contextual tasks for CSMs

Trigger | Scheduled

Built-in Reasoning
Self-improving
test
actions
contract
trigger

HockeyStack’s GTM agents conduct advanced reasoning on your winning pipeline conversion and closed-won patterns

HockeyStack’s GTM agents continuously learn from new pipeline activity and outcomes, automatically refining their insights and recommendations over time.

Run the agent on-demand to preview its recommendations and validate outputs against your real GTM data

  • Create Task
  • Slack Message
  • Detect lifecycle stage and trigger events daily
  • Activate stage-appropriate success playbooks automatically
  • Identify risks and escalate critical customer issues
  • Generate prioritized, contextual tasks for CSMs

Trigger | Scheduled

Built-in Reasoning
Self-improving
test
actions
contract
trigger

HockeyStack’s GTM agents conduct advanced reasoning on your winning pipeline conversion and closed-won patterns

HockeyStack’s GTM agents continuously learn from new pipeline activity and outcomes, automatically refining their insights and recommendations over time.

Run the agent on-demand to preview its recommendations and validate outputs against your real GTM data

  • Create Task
  • Slack Message
  • Detect lifecycle stage and trigger events daily
  • Activate stage-appropriate success playbooks automatically
  • Identify risks and escalate critical customer issues
  • Generate prioritized, contextual tasks for CSMs

Trigger | Scheduled

Built-in Reasoning
Self-improving
test
actions
contract
trigger

HockeyStack’s GTM agents conduct advanced reasoning on your winning pipeline conversion and closed-won patterns

HockeyStack’s GTM agents continuously learn from new pipeline activity and outcomes, automatically refining their insights and recommendations over time.

Run the agent on-demand to preview its recommendations and validate outputs against your real GTM data

  • Create Task
  • Slack Message
  • Detect lifecycle stage and trigger events daily
  • Activate stage-appropriate success playbooks automatically
  • Identify risks and escalate critical customer issues
  • Generate prioritized, contextual tasks for CSMs

Trigger | Scheduled

Lead Scoring & Outreach Engine

Score and route new leads,  create follow-up tasks, and send personalized outreach

Early Churn Detection & Outreach

Detect early churn signals and trigger save campaigns

[Insert Your Sales & Marketing Agent]

Create custom agents for targeted GTM execution

[Insert Your RevOps Agent]

Build Agents to automate and align revenue operations

Built In Reasoning

Advanced reasoning on your winning pipeline conversion and closed-won patterns

NEX-LM

HockeyStack’s proprietary LLM built for GTM data turns English-written contracts into automated workflows.

Self-Improving

Every outcome feeds back into the system, improving agent decisions across your entire business context.

Automated tool calling

Agents know which signals, data, and tools to use and fetch them automatically, end to end.

Churn signals appear but nobody owns response.

Agents assign recovery actions with deadlines immediately.

Renewals fail due to missing operational steps.

Agents enforce renewal-critical actions before deadlines.

CSMs juggle too many accounts to react fast.

Agents prioritize accounts that directly impact renewal dollars.

Customer Success Playbook Orchestrator

CS headcount grows faster than retained revenue.

Agents stabilize revenue without proportional team growth.

Retention relies on hero CSMs and tribal knowledge.

Agents run identical retention motions across every customer.

Management can’t enforce playbooks at scale.

Agents execute playbooks automatically without manager involvement.

Ready To See HockeyStack In Action?

HockeyStack turns all of your online and offline GTM data into visual buyer journeys and dashboards, AI-powered recommendations, and the industry’s best-performing account and lead scoring.

Ready to See HockeyStack in Action?

HockeyStack turns all of your online and offline GTM data into visual buyer journeys and dashboards, AI-powered recommendations, and the industry’s best-performing account and lead scoring.

Book a demo