Solution Overview

Operationalize Value Management account by account.

ClūMe™ establishes a Value Operating Plan for every account — guiding post-sales teams to define measurable value, align accountability, capture evidence, govern execution, and translate value progress into revenue confidence.

See How It Works → Talk to the Team →
Operating Foundation

A living Value Operating Plan for every account.

ClūMe™ establishes a Value Operating Plan that defines what customer value means, how it will be measured, who owns it, how progress will be governed, and what evidence will support value reporting over time.

Hover any element to learn more
ClūMe™
Value Operating Plan
living · active · governed
Measurable Customer Value
Measurable Customer Value
Defines the specific outcomes the customer expects to achieve — translated into measurable targets that both parties can track, confirm, and defend over time.
KPI Success Metrics
KPI Success Metrics
Performance indicators jointly defined and owned by customer and vendor — establishing a shared standard for what success looks like and how it will be measured.
Customer-Vendor Accountability
Customer-Vendor Accountability
Clarifies what the customer and vendor each own, contribute, review, and sustain — making accountability explicit rather than assumed from the start.
Evidence Sources
Evidence Sources
Identifies the data sources, milestones, proof points, feedback, and governance signals that confirm value progress — established from the start, not assembled after the fact.
Governance Rhythm
Governance Rhythm
The structured cadence of working and executive reviews that keeps the Value Operating Plan current, visible, and accountable as account reality evolves over time.
Risks & Opportunities
Risks & Opportunities
Active signals tracked as account reality changes — surfacing execution risk before it becomes revenue risk, and identifying expansion readiness before it becomes a missed opportunity.
Value Progress Reporting
Value Progress Reporting
Translates governed account activity into consistent value reporting for customers, account teams, and post-sales leaders — making value progress visible at every level.
Revenue Confidence Signals
Revenue Confidence Signals
The output of governed value evidence — giving CS leaders and CROs defensible insight into where value is confirmed, where revenue quality is exposed, and where expansion readiness is real.
Unlike a static success plan, the Value Operating Plan manages value in motion as account reality changes.
How It Works

From value intent to revenue confidence.

ClūMe™ guides post-sales teams through a structured Value Management rhythm that turns customer value expectations into measurable outcomes, governed execution, and revenue confidence you can defend.

01
Define measurable value

Outcomes, KPIs, success conditions

02
Align accountability

Customer-vendor ownership clarified

03
Capture evidence

Data sources, proof points, signals

04
Govern execution

Working and executive rhythms

05
Report value progress

Consistent visibility for all stakeholders

06
Strengthen revenue confidence

Defensible insight on retention and growth

ClūMe™ makes Value Management repeatable — account by account, meeting by meeting, signal by signal.

Guided Execution

Guidance built into the operating rhythm.

ClūMe™ builds guidance into every step of the Value Management rhythm — so post-sales teams execute with structure and consistency, without having to invent the process account by account.

▢

Guided Outcome Intelligence™

Value Structure

Define, align, and structure value work.

Structures the Value Management workflow from planning through governance — helping teams define value, identify gaps, and improve execution consistency account by account.

▢

Embedded Governance

Operating Rhythm

Keep value current through recurring governance.

Keeps the Value Operating Plan active through working and executive governance rhythms — so value progress, risks, decisions, and next actions stay current as account reality changes.

▢

Smoothie AI

In-Workflow Support

Support judgment and execution quality in context.

Supports judgment in the flow of work by helping CSMs prepare, reflect, strengthen evidence quality, and improve the clarity of value conversations — without separate training cycles.

The result is a guided operating rhythm that strengthens consistency without adding process burden.

SmoothIQ™ Revenue Confidence Layer

Governed value evidence becomes revenue confidence signals.

SmoothIQ™ interprets governed customer value evidence across trust, health, value outcomes, strategic fluency, outcome ownership, and operational mastery — helping CS leaders and CROs see where value is confirmed, where revenue quality is exposed, where risk is emerging, and where expansion readiness is real.

Layer 1 — Input
Governed value evidence
Outcomes KPI success metrics Customer-vendor accountability Governance signals Risks & opportunities Customer validation
Layer 2 — Interpretation
SmoothIQ™ interpretation layer
Trust Health Value outcomes Strategic fluency Outcome ownership Operational mastery
Layer 3 — Leadership Output
Revenue confidence signals
Value confirmed Revenue quality exposed Risk emerging Expansion readiness real Commercial continuity strengthened

Revenue confidence becomes stronger when leaders can see the customer value evidence behind it.

Talk to the Team → Discover Your Profile →
Why ClūMe™ Is Different

Built for Value Management, not just activity visibility.

Mid-market B2B SaaS and service providers already have tools to track activity, manage workflows, summarize information, and monitor account signals. ClūMe™ is different because it establishes the operating foundation for defining, governing, evidencing, and reporting customer value — then translates that evidence into revenue confidence you can defend.

Close the customer value gap. Build revenue confidence you can defend.

Talk to the Team → See How ClūMe™ Works →