Every customer says their request is the one that would make them stay.
Your support inbox and roadmap calls are full of feature requests. Every customer says their request is critical. Every CSM advocates for their accounts. You cannot tell what is genuinely blocking revenue versus a nice-to-have dressed up in urgency.
RadRoot sends a five-question adaptive interview to your top accounts quarterly. Questions probe what is working, what is blocking them, and what a specific improvement would unlock for their business. "Feature missing" leads to "what decision does it block and how often."
A Salesforce - Accounts Report export. One row is one Enterprise customer account. RadRoot reads the whole row, so every question can name something the person already knows is true.
| Account ID | Account Name | Primary Contact Name | Contact Title | Primary Contact Email | Annual Contract Value | Contract Start Date |
|---|---|---|---|---|---|---|
| ACC-10847 | Fortress Financial Group | Michael Chen | VP of Analytics | michael.chen@fortress-financial.example.com | $84,000 | 2024-03-15 |
| ACC-10923 | Streamline Logistics | Angela Martinez | Director of Operations | angela.martinez@streamline-log.example.com | $126,000 | 2023-11-01 |
| ACC-11204 | HealthBridge Solutions | Patricia Nguyen | Chief Data Officer | patricia.nguyen@healthbridge.example.org | $210,000 | 2025-01-20 |
| ACC-11356 | TechForward Inc | James Sullivan | Head of Business Intelligence | james.sullivan@techforward.example.net | $54,000 | 2024-07-01 |
| ACC-11489 | Apex Manufacturing | Karen Dawson | Operations Manager | karen.dawson@apex-mfg.example.com | $96,000 | 2024-09-12 |
First 5 of 20 rows, first 7 of 14 columns. RadRoot interviewed the primary account contact on each row, and 8 of 20 answered.
Six options every time, including the ones that reflect badly on whoever sent it. Each question was written after the answer above it landed.
Written for whoever ran the campaign. The respondent never sees it.
Gregory runs a 32-seat deployment at Catalyst Marketing and the product fits into his workflow, but he has developed a bad habit. He archives most alerts without reading them because he has learned to recognize routine noise. He has not missed anything important yet, but he worries that he will and would not know until it was too late. He said that if he could control which events triggered notifications, he would actually read them and probably engage with the platform more. The occasional export to Google Sheets for client presentations does not appear to be a pain point.
Gregory occasionally exports reports from Clearway to share in Google Sheets for client presentations.
The export and upload process is manual but Gregory did not indicate it creates meaningful friction.
Gregory archives most alerts without reading them because he has learned to identify routine noise.
Gregory has not yet missed an important alert but worries that he will and would not know until it was too late.
Giving Gregory control over which events trigger notifications would increase his engagement with the platform.
Fifteen minutes, screen to screen. We run your real question through RadRoot while you watch, and you leave with the follow-up it wrote and a price.