Cordia for Customer Success

Every account, every promise, one page

Renewals don't get lost because a check-in went uncaptured. Cordia remembers what each account cares about and what you owe them.

Download for iOSSee how it works
  • No bot on the call
  • Mac & iPhone
  • Private until you share

Sana Qureshi — QBR · Wed

WedMeSQSana QureshiPrivate
Summary

Renewal in 60 days. Wants a usage dashboard before she'll sign.

Key Points
  • Renewal is in 60 days.
  • Wants a usage dashboard before she'll sign.
  • Follow-up: send the usage dashboard, due fri.

Follow-ups

SQ

Send the usage dashboard

You promised it at the QBR

Due Fri

Every check-in, wherever it happens

  • Zoom
  • Google Meet
  • Teams
  • Slack Huddles
  • FaceTime
  • Webex
  • Discord
  • Phone call
  • On-site visit

Recording happens on your own Mac or iPhone. Nothing joins the call and nothing appears in the participant list, so the customer only ever sees you.

How an account runs on Cordia

Three things an account asks of you. Hear it properly, keep every promise in one place, and notice the quiet before the renewal does.

01Be on the call

Capture the check-in, not just the action items

The half-sentence about a reorg is the one that matters at renewal. Listen properly, and keep all of it.

Check-in · Sana Qureshi

Cordia
3PublicCustomer Success

Meeting Context

This is a check-in. Cover what's working, what's at risk, and what you owe them before the next call.

Sections

Wins

Support team fully onboarded in March

Risks

Two admin seats unused since January

Next steps

Usage dashboard, then renewal paperwork

Check-ins captured without a bot

Record the call from your Mac or iOS device. The customer only sees you on the call; the transcript and enhanced notes are ready right after.

See how notes are captured
S
Sana QureshiVP Operations · NorthwindPrivate
(628) 555-0134sana.qureshi@northwind.io
Add Note
NotesDetails

Jul 29

Quarterly business review2:15 PM

Jul 21

Check-in · usage review10:40 AM
Renewal planning call9:05 AM

One page per account contact

Every QBR, every escalation, every feature request lands on that person's page, so the history is there before the next call, not spread across old call notes.

See the contact page
02Run the quarter

Every review in the same shape, every promise findable

Set the sections once and the quarter writes itself up that way — then ask your own notes what you owe, instead of re-reading them.

QBR · Q1

Cordia
3PublicCustomer Success

Meeting Context

This is a quarterly business review. Cover what's working, what's at risk, and what's next before the quarter closes.

Sections

Wins

Support team fully onboarded in March

Risks

Two admin seats unused since January

Next steps

Usage dashboard, then renewal paperwork

A QBR template, run the same way every quarter

Wins, risks, next steps: set the sections once, and every quarterly review comes back in that shape from the raw conversation.

See note templates

What did I commit to at the last QBR?

Searched notes

Found 2 notes matching “last QBR commitments”.

Read QBR · Q1 and Check-in · Mar 4, walked back in full.

Done

You committed to two things at the last QBR:

  • Usage dashboard — broken down by seat, due Friday
  • Security review doc — for her IT team

Sources

QBR · Q1 · Sana Qureshi

…I'll get you a usage dashboard broken down by seat by Friday…

Check-in · Mar 4 · Sana Qureshi

…and a security review doc for your IT team…

Ask what you promised an account

“What did I commit to at the last QBR?” Answered from your actual notes and calls, with sources you can check before the next one.

See AI Chat
03Before the renewal

No account goes quiet without you hearing it

Churn is rarely a decision; it is a silence nobody noticed. Cordia notices it while there is still a quarter to fix it in.

Hear about a quiet account before renewal

Every relationship has a rhythm. When a champion who usually responds fast goes quiet, it's surfaced before it becomes a renewal risk you find out about too late.

See follow-ups & moments

Follow-ups & moments

This week
DA

Northwind has gone quiet

Your champion usually replies same day

3w quiet
SQ

Send the usage dashboard

You promised it at the QBR

Due Fri
One quarter later

One QBR, remembered two ways.

The customer had one quarterly review. You had thirty. They will remember exactly what you promised; this is the difference on your side.

In Mind

Sana — Qureshi? the ops one at Northwind
renewal is coming up … 60 days? 90?
finance wanted something before they'd sign
a dashboard … usage? seats? per team?
said I'd send it by — Friday? last Friday?

In Cordia

Sana Qureshi — QBR · Wed

WedMeSQSana QureshiPrivate
Summary

Renewal in 60 days. Wants a usage dashboard before she'll sign.

Key Points
  • Renewal lands in 60 days; finance signs, not Sana.
  • Blocker is proof of usage — a per-seat breakdown, before Friday.
  • Two admin seats unused since January; worth a conversation first.

Follow-ups

SQ

Send the usage dashboard

Sana Qureshi

Due Fri
Where to next

An account is one relationship among many.

Run the renewal play every quarter

Save the steps you always take before a renewal once, then run that play on the next account, and the one after.

See playbooks

Bring account context to your AI tools

Connect Cordia to Claude, or anything that speaks MCP, and prep an account without copy-pasting a single note.

See the MCP connector

On your Mac and in your pocket

Record a QBR at your desk and a hallway conversation at their office. Both land on the same account page.

See the apps

The rest of your team, too

The same contacts, notes and follow-ups, shaped around how sales, fundraising and recruiting actually work.

Explore every role

Questions

No. It doesn't calculate account health or manage renewal workflows. It's the memory layer for account conversations: what was discussed, what was promised, and when to follow up.

Every promise,
on one page.

What the account needs, what you owe them, and when you said you would have it. Kept with the person who asked.

Get started on iOS