Two weeks. Your stack, your team, your customer journey. You walk away with a prioritized AI roadmap built from your actual data, not a generic framework.
Book a scoping call $5,000 flat. No retainer. No surprise scope.Why this exists
You know AI should be doing something in your CS operation. Health monitoring, QBR prep, onboarding automation, the use cases aren't mysterious. The question is where to start given your actual stack, your actual data, and your actual team capacity.
That's what this engagement answers. We come in, look at what you have, map where the friction is, and tell you exactly what to build first and what to leave for later.
And we can build it
The diagnostic gives you a clear, prioritized roadmap. But if you want to move faster, our team builds what we find. We've deployed health agents, QBR automation, onboarding agents, and support knowledge systems inside real CS operations. We know what the build actually requires because we've done it.
Take the roadmap and run it internally, or engage us to build. Either way, you leave with something actionable.
What you get
CS AI stack assessment
Current tooling reviewed, data connections mapped, integration gaps identified. You'll know exactly what your stack can support today and what it can't.
Data readiness review
Where your signals exist, where they're missing, and what needs to be cleaned up before you automate anything. AI fails when the data it reads isn't trustworthy.
Journey friction analysis
The highest-leverage automation opportunities mapped to your actual customer journey: onboarding, health monitoring, QBR, renewal. Prioritized by impact and feasibility.
Prioritized implementation plan
Written recommendations with sequencing, tooling options, and build complexity. What to build first, what to build second, and what to leave alone until your data matures.
After the diagnostic
We've deployed every agent in the roadmap inside real CS operations. If you want agents in production faster than your internal team can get there, we scope the build from the diagnostic output, no separate discovery required.
These are examples. Every diagnostic surfaces different priorities, and we build to match.
How it works
Scoping call
30 minutes to confirm fit, define scope, and schedule the engagement. We'll ask about your stack, team size, and where you feel most stuck.
Stakeholder interviews
We talk to your CS leaders, CSMs, and ops people. The real picture of where time is lost almost never matches what's in the deck.
Stack and data review
We audit your tooling, integration connections, and CRM data quality. This is where most teams discover the real blockers.
Findings debrief
Written report plus a live walkthrough with your team. Prioritized, specific, and ready to hand to whoever is doing the build.
Is this right for you
Good fit
What we are not
FAQ
The CS AI Diagnostic is a fixed-price engagement in which we assess a CS team's AI stack, data readiness and customer journey, and then deliver a prioritized plan for what to build first. It costs $5,000 flat with no retainer.
The engagement runs one to two weeks, on-site or remote. It moves through a scoping call, stakeholder interviews and a stack and data review, and it ends with a written report and a live walkthrough with the team.
The team receives four deliverables, which are a CS AI stack assessment, a data readiness review, a journey friction analysis and a prioritized implementation plan with sequencing, tooling options and build complexity.
The diagnostic works on any stack, including HubSpot, Salesforce, standalone CS platforms and custom builds. Infinite Renewals has no software platform to sell.
Our team can build what the diagnostic finds, and we scope that build from the diagnostic output with no separate discovery. We have deployed health monitoring, QBR prep, onboarding and support knowledge agents inside real CS operations.
The diagnostic fits B2B SaaS CS teams with five or more CSMs, PE-backed companies with NRR pressure and a board asking about AI, and CS leaders who have been told to do something with AI and do not know where to start.
Book a 30-minute scoping call. We'll tell you whether this engagement makes sense for your team and what we'd focus on if it does.
Book the scoping call $5,000 flat fee · One to two weeks · Fixed scope
