Aside for customer success
Aside records check-ins, renewals and QBRs on your computer without a bot, keeps the account’s goals and your prepared answers in view, and writes the follow-up afterwards.
The calls in customer success
Onboarding calls, regular check-ins, quarterly business reviews and renewals. Each depends on remembering what the customer said last time and getting the commitments right.
Context from last time
The champion mentioned a reorganisation two months ago. If you don’t bring it up, they notice.
Renewals and QBRs
A price rise, a usage dip, a feature that’s still missing. You can predict the hard questions, and the answer you agreed internally should come out the same way every time.
Commitments
“We’ll look into that” turns into an open issue nobody owns if it doesn’t make it into the follow-up.
Difficult calls
When a customer is upset, they need to feel heard. Typing notes while they talk reads as not listening.
How Aside helps on customer calls
Bring the account’s history into a plan, cover your goals during the call, and send a follow-up that lists what was agreed.
History in the plan
A connected AI app such as Claude can read your past meetings with the account and what Aside remembers about the people and the company, then write the plan for the next call: background, goals and ready answers.
Ready answers
For a renewal, prepare your answers on the price change, the roadmap item they asked for and the contract terms. Each appears in the pill when the customer raises it.
Your own playbook
There is no customer success starter playbook. Write your own as one plain document: how the call should run, what to listen for, the objections you hear and your replies. Or paste your renewal or QBR script into Claude and ask it to turn it into an Aside playbook. The Negotiation starter is a useful base for renewal pricing.
Notes and follow-up
Press ⌃⌥N or CtrlAltN to note a request without looking away. After the call you get a summary, next steps and a follow-up email that lists what you agreed, to copy into your email and your CRM.
Promises
The promises from your calls, yours and the client’s, with due dates, and a page for each person with what Aside remembers about them. Tick them off as you go.
An example
A renewal call on Google Meet
Claude wrote the plan from last quarter’s review: the customer asked for SSO and their usage dipped in August. Your goals are to confirm the renewal date, understand the dip and agree the price. When the customer asks why the price is going up, your prepared answer appears. The pill reminds you to ask about August before the call ends. The follow-up email includes the SSO timeline you promised.
An illustration of how Aside works, not a customer story.
What Aside doesn’t do for customer success teams
Aside helps one person run their own customer calls. It isn’t a customer success platform.
No CRM or CS platform sync
Nothing is logged to Salesforce, HubSpot or Gainsight. Copy the summary and follow-up, or ask a connected AI app to draft the account note.
No health scores or dashboards
There are no account health scores, usage data or team analytics.
No shared account history yet
Each person has their own account, so when an account changes owner, the new owner can’t see your meetings in Aside. A Team plan is planned, not available yet.
No dedicated starter playbook
You write your own, or have a connected AI app write it from your script.
Related
Playbooks
How playbooks work and how to write one for your renewal or QBR calls.
Read about playbooksConnect AI apps
Let Claude or ChatGPT read past calls and write the next plan.
Set it upAside for sales calls
Discovery, demos and negotiations.
Read moreAside vs Fathom
Fathom syncs to HubSpot and Salesforce. Aside keeps the recording on your computer.
Read the comparisonQuestions
Can Aside write follow-up emails after customer calls?
Yes. After the call, Aside writes a summary, next steps and a follow-up email to copy. Every call is written up on the paid plan; Free writes up 2 calls a week.
Does Aside sync with Gainsight, Salesforce or HubSpot?
No. Copy the summary and follow-up, or ask a connected AI app such as Claude to draft the account note from the meeting.
Is there a customer success playbook?
Not as a starter. Write your own, or paste your renewal or QBR script into a connected AI app and ask it to turn it into an Aside playbook.
Does the customer see a bot on the call?
No. Aside records your microphone and your computer’s audio, so nothing joins the call. Recording laws differ by place and many require everyone’s consent. Tell people at the start, for example with a line in the call’s chat.