The Playbook
Learn about the impact of AI on post-sales with insights and updates from the Trig founders
Why active customers still churn (and what to measure instead)
Tracking logins without tracking outcomes is like measuring how often someone opens the fridge without asking if they ever ate dinner.
Niall Kelly | CoFounder & CTOIt’s time to move on from ‘Health Scores’
Every Monday morning, CS leaders ask the same question: which customers actually need help right now? Health Scores have tried and failed to answer that question.
Mark Ryan | CoFounder & CPOWhy NRR should be your post-sales north star (and how AI can help grow it)
Revenue leaders are starting 2026 more focused than ever on their existing customers.
Patrick Mullen | CoFounderHow account management evolved in 2025 (and what to expect in 2026)
We reflect on the top AI agent trends that defined this transformation in 2025, then share our predictions for how AI agents will evolve into the default operating system for post-sales in 2026.
Mark Ryan | CoFounder & CPOFrom customer success to customer performance: How Workstreet knew it was time to change
We sat down with Romeen Sheth to talk about what led him to introduce the customer performance model at Workstreet, how his team made the shift, and what he's learned since putting it into practice.
Tom Richards | Co-Founder & CEOHow AI agents accelerate customer expansion
Most B2B companies know there’s huge expansion potential across their customer base, they just can't reach it.
Mark Ryan | CoFounder & CPOHow AI agents are redefining modern B2B retention
Enterprise businesses are recognizing that their existing customers are the core drivers of revenue growth—and are now making retention a top priority.
Niall Kelly | CoFounder & CTOHow AI agents transform onboarding and accelerate your customers’ time to value
If customers don't get to value fast, they churn. That’s why it’s essential to give every account a personalized and productive onboarding experience. AI agents enable exactly that.
Tom Richards | Co-Founder & CEOWhy you're struggling to operationalize your customer data (and what to do about it)
Let's look at the core challenges of operationalizing your customer data.
Patrick Mullen | CoFounderTrig & CRMs: Which tool is best for scaling account management?
Let’s break down the key differences between each tool so you can see how their account management capabilities stack up.
Mark Ryan | CoFounder & CPOAgentic account management 101: Redefining B2B revenue generation
Learn how AI agents are transforming the account management model for B2B.
Tom Richards | Co-Founder & CEO
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