Retention
On demand
Stakeholder Coverage Review Agent
Find gaps in your relationships.
Check whether you know the right people at a customer account and flag relationship gaps.
Review Alder's renewal stakeholder coverage.
- Read Salesforce contacts
What it does
Know which customer contacts are missing from the conversation.
Check whether you know the right people at a customer account and flag relationship gaps. Built for account managers and customer success leads.
Map confirmed relationships
Provide current contacts, account goals and recent conversation notes. Recent conversations and buyer-shared role changes can reveal relationship gaps.
Identify coverage gaps
Identify confirmed roles and flag departed contacts or missing sponsors and approvers.
Prepare relevant introductions
Get a contact summary and suggested introductions to strengthen the relationship.
How it works
Check whether you know the right people at a customer account and flag relationship gaps. Built for account managers and customer success leads.
- Approved documents and context
- Confirmed customer decision process Role verification and contact-permission rules Optional: attributed review notes and account correspondence, to identify who is actively involved in decisions and delivery. Optional: customer-shared organisation changes and handover notes, to check whether confirmed roles are still current.
- Spot gaps in relationship coverage
- Review current contacts, confirmed responsibilities and relationship changes so the team can see where coverage is thin.
- Make introductions more purposeful
- Identify missing sponsors, users or decision makers and the introductions worth requesting from the customer.
- Salesforce · Read contact roles (read)
- Compare CRM role labels with recent evidence.
- Gmail · Read permitted account correspondence (read)
- Verify role changes and introductions.
- HubSpot · Read relationship history (read)
- Identify stale or duplicate contacts.
- Human review and permissions
- Account owner validates roles and introduction drafts.
01Gather the context
Bring together the relevant information from Salesforce, Gmail, HubSpot.
02Check what matters
Identify confirmed roles and flag departed contacts or missing sponsors and approvers.
03Prepare the result
Confirmed coverage, uncertainty and relationship evidence. Owner-reviewed requests to resolve specific gaps.
04Review proposed changes
Account owner validates roles and introduction drafts.
Integrations
CRM
Salesforce
HubSpot
Gmail
Microsoft Outlook
Choose the platforms your team already uses—you don’t need every example shown. Confirm the required features and configure access during implementation.
What you get
Strengthen account relationships by seeing which roles you know and which introductions still matter.
- Spot gaps in relationship coverage
- Review current contacts, confirmed responsibilities and relationship changes so the team can see where coverage is thin.
- Make introductions more purposeful
- Identify missing sponsors, users or decision makers and the introductions worth requesting from the customer.
More for retention teams
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Sort incoming support tickets and draft helpful replies using your product information and support history.
Customer Onboarding Orchestrator
Turn a new customer's agreed setup into a simple checklist with owners, dates and a first useful outcome.
Customer Health & Risk Review
Spot customers who may need help by reviewing product usage, support issues and recent conversations.
Start with a blueprint. Build it around your business.
We’ll adapt it to your workflows, connect your systems and build an agent your team can put to work.
30 minutes. One bottleneck. Leave with a clear system concept.