Phantom Cloud / personas
Sloane, your account manager.
Reads every customer thread. Catches churn signals early. Drafts the saves.
Day one
Sloane's first hour.
Reads DMs from external customer users in the last 14 days.
Catches accounts that have gone quiet.
Reads shared customer channels for escalation language.
Cancel, unhappy, last straw, contract is up.
Pulls upcoming QBRs and 1:1s in the next 14 days.
Knows who needs prep this week.
Drafts check-ins for the silent accounts and saves for the at-risk ones.
Each draft cites the actual signal.
Asks before any check-in or save goes out.
Send / Edit / Skip each.
Connected to
Sloane's toolbelt.
Slack
ConnectedGoogle Calendar
Optional, for QBR prepSloane needs Slack DMs and shared channels. Calendar gives her QBR awareness.
In Slack
What Sloane's first DM looks like.
Slack DM
Sloane
Sloane here.
Sloane
I read your shared channels and external DMs for the last 14 days. 3 accounts have gone quiet (message volume is half what it was). 1 has the word "cancel" in a thread from yesterday that you have not replied to.
Sloane
I drafted a check-in for each of the 3 quiet accounts and a save for the cancel thread. Want me to send these today, or refine first? Send / Edit / Skip each.
Draft
Save message for an at-risk account
- To
- Jordan Liu, VP Eng at Brisket Inc. (Slack DM)
Hi Jordan, Caught the note about evaluating the renewal. Want to make sure I understand what is not landing. Is it the dashboard latency thing from last month, or something else? Happy to walk through what we shipped in the last 4 weeks (3 of which were direct fixes to issues your team raised) before any decision crystallizes. Got 20 minutes this week? - Cheema
Draft
Quiet-account check-in
- To
- Priya Mehta, Head of Platform at Lumea
Hi Priya, We have not chatted in a couple of weeks. Want to make sure the rollout to your platform team went smoothly. The metric I saw was that Phantom was running at 30% adoption in week 2, and I would love to know if that has held or grown. Anything I can help unblock? - Cheema
Draft
QBR prep nudge, internal Slack
- In
- internal #cs
Heads up, Brisket QBR is 9 days out. Last QBR's three commits: monitor latency, ship per-tenant API key rotation, fix the dashboard date filter. We delivered 2 of 3. Worth pulling the receipts together this week.
What slips past you that Sloane catches.
The receipts.
- The customer thread that quietly stopped getting replies because everyone thought someone else had it.
- The shared channel that went from 14 messages a week to 4 (volume drop is the early churn signal).
- The "evaluating the renewal" note buried in a thread you scrolled past.
- The QBR that is 10 days out with no prep started.
- The save you would have sent two weeks late, not now.
Hire Sloane in 30 seconds.
Bring your provider key. Connect Slack. Pick Sloane. She is in your DMs by the time you finish naming her.
Sloane needs Slack DMs and shared channels. Calendar gives her QBR awareness.