Klever Insight

Klever Insight is the first-ever, interactive digital coach that leverages company and industry expertise to help customer success and support managers always know “the smartest next step” to best engage employees and customers.

Founded by experts who understand the intense, interrupt-driven world of customer operations, Klever Insight provides a data-driven way to focus on the important and strategic, while still managing the urgent — so managers can do just a little every day to make a big difference

Here’s how it works:

First, Klever Insight gathers input from all employees to learn about your goals and challenges.

14 questions. Takes less than 3 minutes to complete, 90% completion rates.

Then, the platform analyzes those against its constantly-updated knowledge base of proven best practices.

Report from analysis, data & research.

What is the smartest strategic thing to do next?

Klever Insight recommends the smartest thing to focus on, the team’s Objective for the next 90 days.

How should I do it?

Based on the Objective, teams work on 90 day Programs with more focused assignments for the team. We call them Leaps. Leaps have contextual bite-sized Steps with proven templates that make them easy and fast to complete.


How do I know if I am on track?

Klever Insight uses simple yet powerful metrics to show progress. Klever Insight spearheaded the Open Customer Metrics Framework (OCMF) with industry leaders to help customer support and success teams focus on the few metrics that really matter.