Claude Growth Skills: twelve skills a growth team can run today
Growth Engineered For You

Know where to grow in Customer Success this week, and why.

Connect your customer lifecycle data, uncover what's driving growth, and automate the repetitive work — all around how your team actually operates.

Book a consultation call Download Claude Skills
Runs on the data you already hold Every finding opens to its evidence No data team required

YOUR DATA, CONNECTED

CRMSalesforce, HubSpot
Product AnalyticsMixpanel, Amplitude
Meeting RecordingsZoom, Gong
Billing & RevenueStripe, Chargebee
More SourcesConnect your tools
Customer Segment Revenue Product Company

ACTIONABLE OUTCOMES

Expansion opportunitiesFind where accounts can grow
Churn riskSpot early signals across your base
Feature prioritizationFocus on what drives the most value
Segment analysisUnderstand what works for each segment
And moreTurn customer insight into action

We’re a team of growth specialists,
technical experts, and data scientists
who have scaled and sold companies ourselves. We combine hands-on growth experience with AI and data to build a growth toolbox tailored to your business, uncovering where to focus, turning insights into action, and automating the work along the way.

Dynamic growth actions suggested
in real time.

  1. 01 · Connect

    Connect your customer data, product analytics, support, revenue, and more

  2. 02 · Understand

    See what is actually happening across your business.

  3. 03 · Focus

    Surface where to focus now.

  4. 04 · Act

    Turn insights into actions your teams can take.

  5. 05 · Automate

    Automate the repetitive work along the way.

One growth layer, powering every revenue use case.

The same connected picture of every account, put to work by different teams.

Health that updates itself. Keep customer health continuously updated from conversations, product usage, engagement, support and revenue, and surface the accounts that need attention.

Expansion, with the why. Identify customers with expansion potential, understand why, and trigger the right expansion playbook.

Risk, before the renewal call. Spot early churn signals by connecting changes in usage, customer conversations, engagement and renewal context.

One view of the revenue engine. Connect your revenue systems, uncover what's happening across the funnel, and turn insights into workflows and automation.

Build what moves revenue. Connect customer feedback, product usage and commercial impact to prioritize what is actually worth building.

Find what actually drives growth. Find the segments, behaviors and opportunities that are actually driving retention, expansion and revenue.

Know what to focus on next. See what's really driving growth, where the biggest risks and opportunities are, and what the company should focus on next.

Ask

Ask any growth-related questions

Orchera understands what evidence it needs to answer your question, investigates the relevant sources across your business, connects the dots, and gives you an answer you can verify and act on.

→ See a real question answered
Orchera investigation
DR
Why did net revenue retention drop in Q3?
✦
Orchera is investigatingRunning root cause analysis across 1,284 accounts
  • Querying usage trends from product analytics
  • Joining seat changes with billing and renewals
  • Reading call transcripts for churn and pricing mentions
  • Matching support backlog to affected accounts
  • Checking champion changes in the CRM
4 root causes identified1,284 accounts · 3.1s
Champion turnover at mid-market accounts38%
Seat contraction after the pricing change27%
Slow onboarding for newly added teams21%
Unresolved support backlog14%
How we work

How an engagement runs

Find where growth gets stuck

A 1-hour call to understand how your team makes growth decisions today, where the relevant data lives, and where your team still relies on manual work. We identify one or two high-impact growth workflows to start with.

Define the opportunity and ROI

We map the data, workflow, and expected business impact, then give you a clear proposal for what we’ll build and why. If the opportunity doesn’t justify the investment, we’ll tell you.

Build around your existing stack

We connect the relevant data across your CRM, product analytics, calls, billing and other systems, then build the intelligence, playbooks and automation around your existing workflows. We run it alongside your current process until the outputs are reliable and your team trusts them.

Hand over a system your team owns

Your team gets the workflows, playbooks and documentation needed to run and adapt the system internally. As your data, tools and processes evolve, we can continue to improve and maintain it with you.

Your data

Built on the systems you already run, and the people who already own them

Access

Read-only until you say otherwise

Orchera starts by reading. Nothing is written back into your systems until you have seen the action, agreed it is worth repeating, and turned it on.

CRM
Product analytics
Call transcripts
Billing
Support tickets
Marketing & ads
Data warehouse
Spreadsheets
Email
Calendar
Docs & notes
Your own API
Knowledge Graph

A connected knowledge layer for your business

Storing, organizing, and accessing interrelated data entities, including their semantic relationships. With knowledge graphs, you can better understand your data and build more intelligent applications.

Partnership

Built with you, not sold at you

Early customers work as design partners. You bring the account base and the questions, we build against them, and you see the findings before anyone else does.

Why Orchera

Why not just use Claude or ChatGPT?

General-purpose AI is powerful. Orchera adds the business context, growth expertise, and workflows needed to turn it into a growth system.

Claude · ChatGPT
Orchera
Business context
Claude and ChatGPT start with general knowledge. You provide the company context, define the relevant fields, and explain how your business works for each use case.
Orchera builds a persistent business context around your company. Customers, products, people, conversations and revenue are connected and available across every workflow.
Growth reasoning
General-purpose AI can analyze what you give it. You still decide what to look at, which signals matter, and what the answer means for growth.
Built with growth expertise. Orchera connects customer, product and revenue signals to identify what is driving growth, where to focus, and what to do next.
Dashboards and reporting
Static snapshots. They show what already happened. Someone has to notice the change, investigate the cause, and decide whether it matters.
Proactive growth signals. Orchera surfaces risks and opportunities as signals emerge, with the evidence behind each one.
From insight to workflows
AI gives you an answer. Your team still turns the recommendation into a task, updates the CRM, sends the follow-up, and keeps the process running.
Turns insights into workflows. Trigger playbooks, assign actions, update systems, and automate the repetitive work.
Timeline
Building this yourself means connecting data, defining business context, designing workflows, and maintaining them. Weeks or months before the system becomes useful.
A ready-made system from day one, equipped with a growth expert, data scientist, and technical expert. See value within two weeks.

Three ways to work with Orchera

On-premise

Built and run in your environment

We build the growth system on your infrastructure, with your data staying within your network.

Cloud

Built in your cloud environment

We build and deploy the system in your cloud account, connected to the tools and data you already use.

Orchera Platform

Run it on Orchera

Use the Orchera platform to connect your data, uncover growth opportunities, and run the workflows we build with you.

Agentic Growth Operations
Built for results.

Book a consultation call Become a design partner
Runs on the data you already hold Every finding opens to its evidence No data team required