BoardSnap is an iOS app that turns whiteboard photos into structured summaries and action plans in ten seconds. For customer success managers, that means QBR sessions, onboarding planning boards, and expansion discussions produce clean written customer action plans — the follow-through document that drives retention and expansion instead of living in someone's camera roll.
Paste your product's website or your customer's company URL. BoardSnap AI learns your product's feature names, your customer's business context, and your value delivery framework — customer summaries reference your actual product and the customer's actual outcomes.
Each strategic customer account gets its own project. QBR boards, onboarding plans, and expansion discussions all organized per account — the full customer relationship history is searchable.
Pin the account success plan, the customer's business objectives, or the contract terms. Every board session already knows the account context — the AI chat gives CSM-relevant answers grounded in the specific customer relationship.
Customer action items with owners and status — open, in-progress, complete. The customer accountability system built from the QBR board, trackable across the quarter.
Customer offices and conference rooms have inconsistent WiFi. BoardSnap queues on-device and processes when signal returns — the QBR board gets documented at the customer site, not reconstructed at the airport.
Yes — snap the QBR board when the session concludes. BoardSnap produces a structured QBR summary — results reviewed, gaps identified, next-quarter priorities, action items with owners. Copy and share it with the customer in the follow-up email instead of writing the recap from memory on the flight home.
Map the implementation plan with the customer at the whiteboard — phases, tasks, owners, timelines, dependencies. Snap. BoardSnap produces a structured implementation plan that both your implementation team and the customer's team execute from. The plan is documented from the actual planning discussion, not from your post-meeting notes.
Yes — this is one of the highest-stakes use cases. When an at-risk account needs a remediation plan, snap the escalation debrief board. BoardSnap produces a structured remediation document — root cause identified, specific remediation actions assigned with owners and timelines, communication commitments clear. The written plan is what converts an escalation into a managed recovery.
Paste your product's feature pages or your customer's company website. BoardSnap AI learns your product's feature names and your customer's business context — success plan summaries reference your actual product features and the customer's real business outcomes, not generic CRM-speak.
Yes — one project per strategic account. QBR boards, onboarding plans, and expansion planning boards all organized per customer. The AI chat per project lets you query the customer's full history: 'what were the key themes in this year's QBRs?' 'what upsell opportunities have we identified across our sessions?' Pro plan unlocks unlimited projects for CSMs managing large books of business.
AEs using BoardSnap for discovery sessions and deal planning.
PMs working with CS on product feedback and customer-driven roadmap sessions.
Consultants using BoardSnap in client advisory and workshop contexts.
How to run a client onboarding session at the whiteboard and produce a clean project plan.
Snap a whiteboard. Ship the action plan. In ten seconds.