myAI Scouts
Sent to all contacts at a B2B SaaS account 6–8 weeks before annual renewal. The product is a workflow management or project tracking tool — like Asana, Monday.com, or a similar platform — used by operations managers, project coordinators, and team leads for task management, cross-team reporting, and workflow automation. Participants use the product multiple times per week alongside Slack and Google Sheets. The account manager uses findings to identify renewal risk, spot advocates and detractors across the account, and prepare for the renewal call with a complete picture rather than just the main contact's filtered view.
What they'd honestly tell a peer considering the product
If a peer at another company asked whether they should adopt this tool for their team's task management and reporting, what would you actually tell them — including what to be aware of or prepared for? This is the single most revealing signal of genuine satisfaction versus relationship politeness.
The specific workflow that worked and the one that didn't
What's one workflow or reporting use case where the product genuinely saved your team time compared to Google Sheets or email? And is there a specific task management or automation feature that consistently required workarounds or felt like it was missing something?
The moment that shaped their view of the product this year
Think about a specific moment in the last year where the product either exceeded or fell short of what you needed — a reporting deadline, a workflow setup, a support interaction. What happened and how did it affect your view of the platform?
What would make them an active advocate
What's the one feature, integration (with Slack, Jira, or Salesforce), or support improvement that would make you more likely to proactively recommend this product to a peer — not just renew passively, but actively advocate for it?
This scout will be copied to your account as a draft. You can customise it before activating.