Frequently Asked Questions
About the Steerco Platform

Steerco is an AI platform for go-to-market teams that transforms company data into instant, executive-ready narratives. We help pre-sales and post-sales teams generate presentations, build strategic success plans, and conduct customer research automatically. Our mission is to eliminate the "Presentation Tax" so revenue teams spend their time on strategic conversations — not formatting slides or hunting for data.

Steerco is built for anyone customer-facing who owns revenue. This includes Account Executives, Account Managers, Customer Success Managers, Revenue Leaders (VPs of Sales, CS, CROs), RevOps teams, and agency owners managing client relationships. If your team runs QBRs, EBRs, or any customer-facing presentations, Steerco is built for you. See Steerco for GTM Teams → or Steerco for Revenue Leaders →

Most tools are either Systems of Record (like CRMs that store data) or Output Tools (like presentation builders that create slides). Steerco is a System of Action. We don't just store your data or generate outputs — we systematize the daily workflow of managing customer outcomes. Your CRM stores what happened. Steerco manages what should happen next.

The Presentation Tax is the massive time burden GTM teams face building customer presentations. The average rep loses 15+ hours per week to data gathering, slide formatting, and number reconciliation. They spend 80% of their time on slides and only 20% on actual strategy. Steerco flips that equation by automating presentation creation so your team can focus on revenue-generating conversations.

Your CRM is a System of Record — it stores customer data, logs activities, and tracks deal stages. Steerco is a System of Action that sits on top of your CRM. We pull data from your CRM (and 150+ other sources) to generate presentations, build success plans, and surface customer insights automatically. Keep your CRM as the system of record. Add Steerco as the system of action. See the Salesforce integration → or HubSpot integration →

Static presentation tools make prettier slides. Steerco makes smarter reps. Tools like Gamma and Beautiful.AI help with design and formatting, but they don't connect to your customer data, don't pull real-time information from your tech stack, and don't understand your customer relationships. Steerco generates presentations from live data across 150+ integrations with context that's always current — not "as of last week."

Generic AI tools require your team to become prompt engineers — craft the perfect question, provide all context manually, then spend hours editing generic outputs. Quality depends entirely on prompting skill. Steerco is promptless and purpose-built. Customer context is already connected. Best practices are already embedded. One click generates executive-ready output. No prompting expertise required.

Steerco offers three core modules: Presentations (auto-generate QBRs, EBRs, pitch decks, and renewal presentations), Strategic Planning (build living success plans from customer conversations), and AI Agents (Scouts, Wranglers, and Cowboys for autonomous workflows and batch actions). All modules are powered by 150+ native integrations and include unlimited users, Team Guidance for quality standards, and enterprise security. Explore the full platform →

Steerco generates QBRs, EBRs, renewal decks, expansion proposals, pitch decks, and board presentations. Any customer-facing or internal presentation that requires pulling data from multiple sources can be automated. Each presentation type is optimized for its specific audience and purpose — a board deck looks and feels very different from an EBR. See all presentation types →

Steerco connects to your existing data sources — CRM, CSP, billing, product analytics, conversation intelligence — through 150+ native integrations. When you generate a presentation, we pull real-time data from these sources, apply your templates and brand standards, and synthesize everything into an executive-ready deck. What used to take 4–6 hours of manual work happens in about 5 minutes.

Yes. Upload your existing templates and Steerco generates presentations in your format with your branding. Your slide layouts, color schemes, and formatting preferences are all preserved. You can also start with Steerco's proven templates if you prefer. Most teams use a combination of both depending on the presentation type.

Steerco pulls data directly from your connected sources at the moment of generation. No manual data entry means no stale information. No copy-paste means no outdated numbers. Your presentations reflect customer reality right now, not last week's snapshot. The "as of last week, asterisk" that plagues manual presentations is eliminated entirely.

QBR Team Guidance is Steerco's quality governance feature. It lets you set company-wide standards for what presentations include and how they look. Define required sections, formatting rules, and content standards once — and every presentation generated by every rep automatically meets your requirements. Consistent quality across your entire team without micromanagement.

Yes. Steerco lets you configure presentations for specific contexts. Filter by products, reference specific plans, highlight relevant opportunities, or tailor content for a specific stakeholder you're meeting with. The same customer can have different presentation configurations for different meetings. One platform, infinite customization options.

Yes. Batch generation lets you create presentations for multiple customers simultaneously. Generate QBRs for your entire book of business at once, or set up triggers that automatically create renewal decks when risk flags appear in your CRM. Scale the quality of a bespoke consultant across hundreds of accounts with the speed of an algorithm.

Visit our Presentations feature page → for a complete overview of capabilities, use cases, and how presentation generation works. You can also book a demo → to see presentations generated from your own data sources live.

A living success plan is a dynamic strategy document that updates automatically as your customer relationships evolve. Unlike traditional success plans that get created once and forgotten, Steerco's plans capture new goals, risks, and priorities from ongoing conversations. They reflect customer reality right now — not what someone documented six months ago. Living plans grow with your customer relationships instead of decaying in a folder.

Steerco integrates with conversation intelligence tools like Gong to extract goals, risks, and priorities from calls and meetings automatically. What customers say in conversations becomes what your plan reflects. No manual note-taking required. No forgotten insights. As new conversations happen, your success plans update with fresh context automatically.

Everything transfers automatically. Goals discussed during sales, objections overcome, stakeholder dynamics, promises made — all preserved and accessible in the success plan. Your CS team inherits the full relationship context from day one, not a CRM record with three bullet points. Customers never have to repeat themselves. The handoff gap disappears entirely.

Yes. Steerco enables alignment between internal teams and customers on goals, risks, and next steps. Share relevant portions of success plans so everyone works from the same information. One truth, complete alignment. No more conflicting priorities or miscommunicated expectations between your team and your customers.

CRM fields store fragmented data points. Steerco success plans synthesize complete customer strategy. Your CRM might have a "customer goal" field with a few words. Steerco captures the full context: what the customer said, when they said it, how it connects to other goals, what risks threaten it, and what needs to happen next. It's the difference between a data point and a strategic narrative.

Success plans capture goals and objectives, risks and concerns, milestones and progress, stakeholder dynamics, commitments made, and next steps. This information comes from connected data sources (CRM, conversation intelligence, product analytics) and updates continuously. You get a comprehensive view of what customers are trying to achieve and what needs to happen to get them there.

Yes. Team Guidance lets you define your success plan structure, milestone categories, risk frameworks, and required fields. Set your standards once, and every plan across every rep follows your format automatically. Your methodology becomes everyone's methodology. Consistent quality and structure without reviewing every plan manually.

Visit our Strategic Planning feature page → for a complete overview of capabilities, use cases, and how living success plans work. You can also book a demo → to see how strategic planning would work with your customer data and team structure.

Steerco automatically builds revenue-ready intelligence briefs for every account by combining your internal customer data with 150+ public and proprietary signals. Instead of manually researching customers before meetings, you get comprehensive account intelligence delivered automatically. Expansion opportunities and risks surface early — not after it's too late to act.

Steerco tracks a wide range of public market signals including press releases, blog posts, 10K/10Q filings, CEO letters, product releases, industry periodicals, and champion announcements. When something changes in your customer's world, you know about it before your next conversation. Meet customers where they actually are — not where your CRM says they were three months ago.

Customer Research combines external signals with internal data from CRM records, service desk tickets, product usage patterns, emails, team chats, and support interactions. This combination of private customer behavior with public market signals creates complete account intelligence that neither source could provide alone.

Steerco connects customer behavior to clear commercial outcomes. When usage patterns indicate readiness, when external signals suggest growth (like funding rounds or new initiatives), or when conversations reveal evolving needs, expansion opportunities surface automatically. You spot upsell and cross-sell moments based on data — not guesswork.

Steerco monitors signals that indicate potential churn: declining product usage, negative support interactions, organizational changes like champion departures, or external pressures like budget cuts announced in earnings calls. Risks surface instantly so you can intervene proactively. Prevention beats scrambling at renewal time.

Yes. Steerco tailors the signals that matter based on your customer segments. For agencies, funding rounds and leadership changes might be critical. For OEM sellers, manufacturing expansions and supply chain announcements take priority. The intelligence briefs reflect what actually impacts your specific customer relationships — not generic news alerts.

Customer Research is built to scale across your entire portfolio automatically. Every account gets an intelligence brief without manual research effort. Whether you manage 50 customers or 500, each one receives the same depth of insight. Your team walks into every conversation informed, regardless of account load.

Customer Research intelligence flows directly into your presentations and success plans. When you generate a QBR, relevant external signals and account intelligence are already embedded. When you review a success plan, recent customer context is already reflected. All three capabilities work together to give you complete customer intelligence — without separate research workflows.

Promptless AI means you don't need to craft prompts or engineer questions to get quality output. Generic AI tools require you to explain context, structure your request perfectly, and then edit the results extensively. Steerco already knows your customer context through connected data sources. Best practices are already embedded. Click a button, get executive-ready results. No prompting expertise required from your team.

Generic AI tools require you to provide all context manually, craft the perfect prompt, and spend 2+ hours editing outputs — and quality varies wildly based on who's prompting. Steerco connects directly to your data sources, understands your customer relationships, and generates consistent, executive-ready output every time. Same quality regardless of which team member clicks the button. No AI expertise needed.

The Presentation Cowboy Agent is Steerco's AI that builds stakeholder-specific narratives automatically. It sources emails, call notes, and supporting evidence directly into your presentations so every claim is defensible. It also embeds open-ended discovery questions into speaker notes to keep meetings focused on productive, revenue-driving dialogue rather than status updates.

These are Steerco's three AI agent categories. Scouts find signals, risks, and expansion opportunities (Opportunity Scout, Risk Scout). Wranglers clean, enrich, and organize data (Contact Wrangler). Cowboys execute and generate — full presentation sessions, success plans, and customer intelligence briefs (Presentation Cowboy, Plan Cowboy). Together they form an autonomous workflow engine built around your GTM team's needs.

Steerco prioritizes consistency over novelty. Unlike generic AI that produces different results every time, Steerco applies your standards, templates, and Team Guidance rules to every output. Combined with promptless operation, this means your newest hire produces the same quality as your top performer. Everyone benefits from embedded best practices without needing to learn prompt engineering.

Yes. Steerco can trigger automated workflows based on signals from your connected systems. When a risk flag appears in your CRM, automatically generate a personalized renewal deck. When a deal closes, automatically create a success plan with full sales context. When a lifecycle stage changes, refresh the customer intelligence brief. Your workflows execute automatically based on the triggers you define.

Steerco pulls data directly from your connected sources, so the information in presentations and plans reflects your actual customer data. There's no hallucination of facts because we're synthesizing your real data — not generating from general knowledge. The AI structures and narrates the story. The facts come from your systems of record.

No. Steerco is designed for revenue teams, not technical teams. Data source connections use standard OAuth authentication that any authorized user can complete. No code, no complex permissions, no IT tickets. If your team can click a button and lead a customer conversation, they can use Steerco.

Steerco processes your customer data with enterprise-grade security. Data is encrypted in transit and at rest. We never use your customer data to train models or share it with third parties. Your information stays yours. The AI works within your secure environment to generate outputs only your authorized team members can access. See Security FAQs →

Steerco offers 150+ native integrations across your entire GTM tech stack — CRMs, customer success platforms, conversation intelligence tools, billing systems, product analytics, marketing automation, and accounting software. We use Hotglue as our primary integration platform, ensuring reliable, enterprise-grade connectivity to the tools you already use.

Steerco integrates with all major CRM platforms including Salesforce, HubSpot, Pipedrive, Microsoft Dynamics 365, Zoho, Copper, and Close. Your CRM remains your system of record. Steerco pulls account data, contact information, deal stages, and relationship history to power presentations, success plans, and customer research. See the Salesforce integration → or HubSpot integration →

Beyond CRM, Steerco connects to conversation intelligence (Gong), product analytics (Amplitude, Mixpanel, Heap, PostHog, Fullstory), billing systems (Stripe, Chargebee, Recurly, Zuora), marketing automation (Klaviyo, Mailchimp, Marketo, Iterable), and accounting platforms (QuickBooks, Xero, NetSuite, Sage Intacct). The more sources you connect, the richer your customer intelligence becomes. View all integrations →

Steerco uses real-time and near-real-time data synchronization depending on the integration type. When you generate a presentation or view a success plan, data is pulled fresh from your connected sources. No stale spreadsheets. No "as of last week" asterisks. Your outputs reflect customer reality at the moment you need it.

Most integrations use standard OAuth authentication. Log in to Steerco, navigate to Integrations, select your tool, authorize access, and data starts flowing. No code required. No complex permissions to configure. No IT project needed. Most teams connect their primary data sources within minutes and are generating outputs the same day.

Steerco supports bi-directional sync with key systems like Salesforce and HubSpot. We pull data to power your presentations and plans, and sync engagement signals and updates back to your CRM. When stakeholder engagement changes in Steerco, your CRM reflects it. This keeps your system of record current without manual updates.

Steerco includes an AI standardization tool that handles messy data automatically. It maps inconsistent field names to unified metrics, reconciles conflicting data across sources, and normalizes different formats into coherent narratives. "Customer_Health_Score_v3" and "Red/Yellow/Green" both become a clear health indicator. You don't need perfect data to get quality outputs.

Steerco covers 150+ integrations, so most GTM tech stacks are fully supported. If you use a tool we don't currently integrate with, reach out to our team. We regularly add new integrations based on customer needs, and our API architecture makes adding new connections straightforward. We want to support your entire stack.

Yes. During integration setup, you authorize specific data access permissions. Steerco only accesses the data needed to power your presentations, success plans, and customer research. You maintain control over what's connected and can revoke access at any time from your source system's settings. Your data, your control.

Visit our Integrations page → for the complete catalog of 150+ native integrations organized by category: CRM, conversation intelligence, product analytics, billing, marketing automation, accounting, and more. You can also contact our team → to discuss your specific tech stack and integration requirements.

Steerco uses enterprise-grade security to protect your data. All data is encrypted in transit using TLS and encrypted at rest. We implement role-based access controls to ensure only authorized team members can access sensitive information. Our infrastructure is designed with security as a foundational principle, not an afterthought.

No. Your customer data is never used to train our AI models or any third-party models. Your information stays yours. We process your data solely to generate presentations, success plans, and customer intelligence for your team. Your competitive advantage remains protected.

Steerco uses secure OAuth authentication for all data source connections. No credentials are stored on our systems. For user access, we support role-based permissions so you can control who sees what within your organization. SSO/SAML is available on the Strategic and Executive tiers. Administrators can manage access levels and revoke permissions at any time.

Steerco maintains SOC 2 Type II certification, available on the Strategic and Executive tiers. For specific details about additional compliance documentation, please contact our team →. We're happy to provide detailed security documentation and complete any security questionnaires required by your procurement process.

Steerco uses secure, enterprise-grade cloud infrastructure for data storage. For specific details about data residency, geographic locations, and infrastructure providers, please contact our team →. We can discuss your organization's specific data residency requirements during the evaluation process.

All integration connections use secure OAuth authentication and encrypted data transfer. We only access the specific data permissions you authorize during setup. Data pulled from your connected systems is processed within our secure environment and never shared with other customers or third parties. You can revoke integration access at any time from your source system settings.

Yes. Steerco supports role-based access controls that let you define who can view and interact with different data sets. Administrators can configure permissions based on roles, teams, or specific account assignments. This ensures team members only access the customer information relevant to their responsibilities.

You own your data. If you choose to end your Steerco subscription, we provide a clear data export and deletion process. Your customer information can be exported in standard formats, and we will delete your data from our systems according to your instructions and our data retention policies. No lock-in. No data hostage situations.

Yes. Steerco performs regular security assessments to identify and address potential vulnerabilities. We continuously monitor our systems for security threats and implement updates to maintain protection. For details about our security audit practices, please contact our team → for documentation.

We understand enterprise procurement requires thorough security evaluation. Our team can provide detailed security documentation, complete vendor security questionnaires, and participate in security review calls with your IT or InfoSec teams. Contact us → to request security documentation or schedule a security-focused conversation.

Most teams are generating presentations and building success plans within days of connecting their first data source. Steerco is designed for speed to value, not lengthy implementation projects. Connect your CRM through OAuth in minutes, configure your templates and standards, and start producing outputs. Days or weeks to value — not months.

No. Steerco is built for revenue teams to implement without IT dependency. Data source connections use standard OAuth authentication that any authorized user can complete. No code, no complex permissions, no IT tickets. Your GTM team can connect, configure, and start generating within the same day.

Onboarding includes dedicated setup support, data source connection assistance, template configuration, Team Guidance setup, and training for your team. We work closely with you to ensure Steerco is configured to match your workflows and standards. Our goal is to get you generating quality outputs quickly — not to drag out implementation.

Just access credentials to the data sources you want to connect (CRM, conversation intelligence, billing, etc.) and any existing presentation templates you want to use. No data migration required. No spreadsheet preparation. No cleanup projects. Steerco connects to your systems as they are and handles data standardization automatically.

Yes. Steerco is modular by design. Many teams start with Presentations to eliminate the immediate Presentation Tax, then expand into Strategic Planning or Customer Research as they see value. Prove ROI in one area before scaling your investment. No pressure to adopt everything at once. Start where you need the most help.

Steerco is promptless and intuitive. Most users are productive within their first session. Select a customer, choose a presentation type, click generate. No AI expertise required. No complex training programs. If your team can lead a customer conversation, they can use Steerco. The learning curve is minimal by design.

Steerco provides personalized onboarding sessions, video tutorials, documentation, and access to our support team. We tailor training to your specific use cases and team structure. Whether you prefer live walkthroughs or self-paced learning, we have resources to get your team confident and productive quickly.

During onboarding, we help you configure Team Guidance to match your existing standards. Define your presentation templates, success plan structures, required sections, and formatting rules. Once configured, every output generated by every team member automatically meets your requirements. Set standards once, apply everywhere.

Yes. Many organizations start with a pilot team or specific use case to validate value before broader rollout. Test with your most active QBR presenters or a specific customer segment. Once the pilot team demonstrates results, expanding to the full GTM organization is straightforward. We support whatever rollout approach works for your organization.

Book a demo → to see Steerco in action with your use cases. We'll walk through how presentations and success plans would work with your data sources and customer scenarios. From there, we can discuss a pilot or full implementation that fits your timeline and goals. Most teams go from first conversation to generating outputs within weeks.

Full support is included with every Steerco plan. This includes access to our support team, documentation and knowledge base, video tutorials, and regular check-ins with your account team. You're never left figuring things out on your own. Support is part of the partnership — not an upsell.

You can reach our support team through multiple channels: email, in-app messaging, and scheduled calls with your account team. For urgent issues, our team responds quickly to ensure minimal disruption to your workflows. We're here to help whenever questions arise or issues occur.

Enterprise customers receive a dedicated account manager who understands your organization, your use cases, and your goals. Your account manager serves as your primary point of contact for strategic guidance, expansion conversations, and escalations. For larger deployments, we also provide dedicated implementation and customer success support.

Steerco provides a comprehensive knowledge base with articles, guides, and FAQs covering all platform capabilities. Video tutorials walk through common workflows and features. Most questions can be answered quickly through self-service resources — but our support team is always available when you need direct assistance.

We actively listen to customer feedback and regularly implement feature requests. Submit requests through your account manager or support channels. Our product team reviews all requests and prioritizes based on customer impact and strategic alignment. Many of Steerco's capabilities exist because customers asked for them. Your input shapes our roadmap.

Steerco releases updates and new features regularly. Platform improvements, new integrations, and capability enhancements are deployed continuously. You benefit from ongoing innovation without needing to manage upgrades or installations. New features appear automatically — and we communicate significant updates through release notes and account team outreach.

Steerco maintains high availability standards to minimize disruptions. If issues occur, our team responds quickly to diagnose and resolve problems. We communicate transparently about any service disruptions and provide status updates until resolution. Our goal is to keep your team productive without interruption.

Absolutely. Beyond troubleshooting, our team helps you get maximum value from Steerco. This includes guidance on template optimization, Team Guidance configuration, workflow best practices, and expanding into additional modules. Regular check-ins with your account team focus on outcomes — not just usage metrics.

Yes. Enterprise customers receive enhanced support including dedicated account management, priority response times, custom training sessions, and direct access to product and engineering teams for complex requirements. For organizations managing large portfolios, we provide the support structure needed for successful large-scale deployment. Contact us → to discuss enterprise support options.

We welcome all feedback. Share thoughts with your account manager, respond to periodic check-in surveys, or reach out directly to our team. We conduct regular customer conversations to understand what's working and what could improve. Your experience shapes how we evolve the platform. Partnership means your voice matters.