# Customer Success: reach first value, keep customers, grow them.

> Canonical page: https://wayhatch.com/customer-success/
> Evidence label: Research evaluated. Definitions: https://wayhatch.com/about/evidence-labels/
> Updated: 23 October 2026 (2026-10-23). Publisher: wayhatch, wayhatchai@gmail.com

## Tool categories

- [Onboarding & Adoption](https://wayhatch.com/customer-success/onboarding-adoption/): Get new customers to first value.
- [Health & Engagement](https://wayhatch.com/customer-success/health-engagement/): Know which accounts need attention, and why.
- [Retention & Expansion](https://wayhatch.com/customer-success/retention-expansion/): Renew on time and spot growth early.
- [Support & Knowledge](https://wayhatch.com/customer-success/support-knowledge/): Resolve issues and keep knowledge current.

## Workflows

- [Sales-to-Customer Success handoff](https://wayhatch.com/workflows/sales-to-cs-handoff/): A sourced handoff record and joint kickoff, so the customer does not have to repeat themselves.
- [Customer health and renewal risk](https://wayhatch.com/workflows/customer-health/): A monthly health review with written scoring rules, dated signals and a named next action per account.
- [Account research and meeting preparation](https://wayhatch.com/workflows/account-research/): A source-backed brief with facts, gaps and questions before every meeting.

## Where AI helps

Investigate health changes with cited signals and draft renewal briefs. A person decides.

## How Customer Success connects

- **In from Sales.** New customers with commitments, stakeholders and success criteria.
- **Out to Sales.** Expansion signals with evidence, routed to an account owner.
- **With Marketing.** Advocacy and lifecycle messaging that match the account team.
- **RevOps owns.** health definitions, renewal data, the customer record and integrations.