Account reviews cover a lot of ground: what the customer has, what it costs, how it is performing and what is open. Cockpit lays it out before the meeting and keeps up during it.
The whole account, prepared in advance
Services, locations and monthly charges are gathered before the meeting, including the reports that take time to run.
- One standing panel for the account
- Each figure labelled with its source and age
Services
| Service | Speed | Status |
|---|---|---|
| Dallas HQ – Dedicated Internet | 500 Mbps | Active |
| Dallas HQ – Backup Broadband | 300 Mbps | Active |
| Austin – Dedicated Internet | 100 Mbps | Active |
Monthly charges
Usage and billing questions, answered on the spot
When the customer asks how a site is performing or what they are paying for it, the figure is already on screen.
- Per-site and per-service detail
- Context carries from one question to the next
CustomerWhat's our utilization at the Dallas office right now?
“What's our utilization at the Dallas office right now?”
Expansion conversations with a plan
When a new service comes up, Cockpit brings the qualifying questions and the points to cover, so opportunities are handled properly.
Explore GuidanceProduct snippets are from the Cockpit prototype. All company names and figures are fictional demo data.
Designed around the conversation
Less preparation
The pre-meeting scramble across billing, inventory and ticketing is done in the background.
A more useful meeting
Time goes to the customer's questions, not to promising to look things up afterwards.
Clear next steps
Follow-ups are drafted from what was actually agreed on the call.
Frequently asked questions
What does Cockpit prepare for an account review?
The account's services, locations, monthly charges, usage and open tickets, plus the opportunity the meeting relates to. The exact panels depend on the company's configuration.
Can Cockpit handle customers with several sites or services?
Yes. Cockpit tracks which site or service the conversation is about, so follow-up questions are answered for the right one, and asks when it is unclear.
Is Cockpit available to account management teams now?
Not yet. Cockpit is in development, with early access by request through the contact page.
Tell us how your team works.
Cockpit is in development. Early conversations shape what we build first.