Built for customer success teams managing thousands of SMB accounts

Delight customers. Reduce churn.
Fuel continuous growth

Create unforgettable onboarding experiences; deliver clear, consistent value, and unlock strategic upsell
opportunities — at scale. Ember transforms customer relationships from transactional touchpoints
into trusted, long-term partnerships using tailored success artifacts and insights.
So your team sells smarter, faster, and consultatively.
Experience the magic
EMBER Setting Accounts Reports Home Monthly Reports Select a month to view detailed reports. Customer Insights October Onboarding & Setup July Branding & Positioning Guide August Progress Report March Initial Campaign Launch December Q3 Performace Review February Strategy Kit November Q 1 Business Review January Monthly Progress Report September Launch every account with a tailored success plan that earns trust from day one. Onboarding Brief Key brand assets Digital presence Business summary Customer goals Branding & Positioning Guide Share a positioning guide with your customers early to establish your team as trusted advisors. Download PDF Report Branding & Positioning Guide Turn every monthly report into a consultative conversation. Highlight wins, address concerns constructively, and align on next steps — so your customers see the value in every campaign. Download PDF Report Audio Summary Personal overview from Phillip Johnson “Hi Tracy. Phillip here….” 0:00 / 1:54 Key Highlights: Customer satisfaction scores at all-time high New advertising campaign showing strong ROI Summer seasonal products performing exceptionally well Revenue increased 23% compared to last month Email Hi Tracy, Phillip here with your August marketing report for South Shore Resort And Retreats. This month showed impressive growth across all key metrics. Your fall campaign generated a 34% increase in website traffic, with the Resort And Retreats latte promotion driving significant engagement. Key highlights: • Social media engagement up 45% • Email open rates increased to 28% • New customer acquisition grew 22% • Revenue from digital channels up 31% The fall tasting event photos you shared performed exceptionally well. I incorporated two of them into the new ad campaigns, which resulted in a 15% higher click-through rate compared to our previous creative. Looking ahead to September, I recommend doubling down on the seasonal content strategy and expanding the social media budget by 20% to capitalize on the momentum. Let me know if you’d like to discuss any of these insights in detail. Best regards, Kelly Johnson Additional Materials Drop files here or click to browse Share any new materials, feedback, or documents you’d like Kelly to review for next month’s analysis. Video Summary Schedule Meeting Send Feedback Marketing Progress Reports Customer Insights Report Social Strategy Kit South Shore Resort And Retreats Last updated: September 16, 2025 Insights Guide Your companion for navigating these reports —offering clarity, strategic insights, and answers to your key questions. Turn customer insights into personalized upsell opportunities and growth strategies. Download PDF Report Email Hi Tracy, Our review of customer feedback shows holidayers value an “easy quote” option when comparing resorts and retreats. Competitors offering this feature see stronger engagement and higher conversions. With the added traffic from your recent Instagram campaign, now is a great time to capture more of that interest. I’ve prepared a proposal to upgrade your website with a streamlined quote feature, making it easier for prospective guests to explore packages and book directly. Both documents are attached. I’d be happy to walk you through the highlights and discuss next steps. Would Wednesday at 2:30 PM work for a quick call? Best regards, Phillip Johnson Acme Digital Additional Materials Drop files here or click to browse Share any new materials, feedback, or documents you’d like Kelly to review for next month’s analysis. Schedule Meeting Send Feedback Marketing Progress Reports Customer Insights Report Social Strategy Kit South Shore Resort And Retreats Last updated: September 16, 2025 Insights Guide Reviews analysis surfaced that customers love the “ easy quote ” option on the competitor’s website. Share proposal for a website upgrade. Schedule Meeting Send Feedback Proposal for website upgrade Customer Insights Report Build trusted, long-term customer partnerships with Ember .

Silent churn stopped

24% drop
in customer churn

Automated progress reports and strategy guides communicate consistent value and keep customers engaged.

No onboarding chaos

47% faster
ramp to value

Instant and complete onboarding briefs replace messy chases with clarity, speed, and accuracy.

Upsell moments captured

21% growth
in expansion revenue

Tailored insights surface strategic digital growth opportunities — so CSMs lead with strategy, not sales pressure.

From account managers to trusted advisors
in 3 impactful steps

1

Automate onboarding briefs and monthly reports

2

Highlight ROI with clear metrics and strategic storytelling

3

Build retention and upsell strategies into your regular motion

Meet your customer experience AI Agents

Onboarding Agent

Explore Onboarding Agent
  • Auto-builds onboarding briefs and brand kits using each SMB’s goals, brand presence, digital footprint, and key assets
  • Accelerates time to value with zero manual lift
New customers get aligned, activated, and supported from day one. Ramp time drops by half.

Account Management Agent

Explore Account Management Agent
  • Delivers insightful monthly artifacts, renewal-readiness briefs, and industry benchmarking reports
  • Provides timely, strategic digital growth recommendations as upsell opportunities
Proactive communication replaces last-minute fire drills and customer silence. SMBs see continuous value, and renewals come in without the scramble.

Personalized assets that build trust

Onboarding brief

Customer goals, business summary, digital presence, and key brand assets

Strategy & action plan

Clear roadmap with expectations and quick wins

Customer insights report

Visibility into brand presence, growth gaps, and key priorities

Monthly progress report

Evidence of value and strategic alignment month over month

Renewal readiness brief

Frames long-term value and enables proactive renewals

Benchmarking report

Competitive positioning and market comparison by vertical

Real customer journeys: BuzzBoard Ember in action

commas 1

Before BuzzBoard, our team constantly played catch-up, reacting rather than guiding. Now, with Ember, onboarding is effortless, churn has dropped significantly, and customers are amazed by our insights and strategic advice. Ember turned our team into trusted strategic advisors overnight.

Explore Zylo

~ Director of Revenue, Digital Marketing Services,

TelecomCo

50%

Faster onboarding ramp ~ Leading Media Company

25%

Lower annual churn ~ Marketing Fulfillment Partner

27%

Higher upsell revenue ~ Global Telecom Partner

18%

Higher NPS scores ~ SaaS SMB Accounts Team

Seamless integration into your existing workflow

BuzzBoard Ember connects to Salesforce and your core tools easily, enhancing productivity without disruption.
BuzzBoard

Ready to transform customer success?

See how BuzzBoard Ember can power onboarding, retention, and upsell, built into the rhythm of your existing workflow.
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