For Customer Success

Know which accounts are reading — and which went quiet.

Send QBRs, success plans, and renewals as gated, tracked links — and catch a disengaging account weeks before the renewal call.

No credit cardEmail-gated — never anonymousRevoke access anytime
indy.app/a/acme/q3-qbr
Account room

Acme Robotics — Q3 QBR

Shared with 4 · gated · renewal in 38 days
82Health
CH
champion@acme.io
Champion
Engaged
VP
vp.ops@acme.io
Exec sponsor
New stakeholder
PR
procurement@acme.io
Procurement
Quiet
Going quiet — re-engage before the renewal
Procurement hasn't opened in 21 days, with 38 to renewal. Loop your champion back in.
Most time spent on Roadmap & ROI — anchor the renewal there.
Why tailored follow-up wins
5%

lift in retention can raise profits 25–95% — small engagement signals compound

Bain & Company (HBR)
60–70%

chance of selling to an existing customer — vs 5–20% for a new prospect

Marketing Metrics (Farris et al.)
6–10

stakeholders inside every account — know which ones are still engaged

Gartner

We ship what we use. Indy is built by Fabricant — a RevOps consultancy that runs every client deliverable through Indy, every day.

How it works

  1. 1

    Build the success plan

    Generate a QBR, onboarding plan, or renewal recap in Claude and publish it to a clean, on-brand link in seconds — no deck-building marathon.

  2. 2

    Share with the account

    Send it to your champion and their stakeholders, gated by email, and bundle every doc for the account behind one always-current link.

  3. 3

    Watch for the signal

    See who opened it, which execs got looped in, and which accounts went silent — your earliest, clearest churn signal.

See churn coming

Silence is the signal. When an account stops opening your QBRs and success plans, you know weeks before the renewal — not when they’ve already decided to leave.

Know who’s championing you

Per-recipient opens and forward detection show the moment your champion loops in their VP or finance — the expansion signal you can actually act on.

QBRs that get read

Send a tailored, tracked QBR or success plan in a click instead of a static PDF nobody opens — and see which sections the account actually cared about.

One link per account

Bundle onboarding docs, QBRs, and renewal materials into a Collection so every account has a single, always-current home — gated, and revocable the moment it needs to be.

In the box

Email-gated success plansPer-recipient open timelineStakeholder / forward detectionAccount CollectionsSilence = churn-risk signalPublish from Claude

Renewals shouldn’t be a surprise.

Start free — 3 artifacts on us
No credit cardEmail-gated — never anonymousRevoke access anytime
Indy for customer success — Know which accounts are reading — and which went quiet.