Fathom Integrates REACH Framework to Drive CS Expansion via AI

New AI-powered summaries uncover growth signals from customer conversations to help teams focus on the right accounts and drive predictable growth

Fathom, the AI-powered meeting assistant, announced a new summary format that brings the REACH Framework, a proven Customer Success methodology, directly into post-sale workflows.

Developed in partnership with Customer Success expert and author Rod Cherkas, this new capability automatically analyzes conversations at the call and account level to identify relationship strength, engagement, customer value, and expansion potential, without additional manual work.

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With REACH summaries built into Fathom’s platform, Customer Success and Account Management teams can now:

• Save time by automating the identification of key customer growth signals
• Prioritize high-growth accounts using a repeatable, proven strategic framework
• See the big picture with account-level summaries across all calls and interactions
• Accelerate follow-up by syncing insights into popular CRM and Customer Success tools

“Sales teams have long benefited from structured methodologies like MEDDPICC and SPICED,” said Rod Cherkas, CEO of HelloCCO and creator of the REACH Framework™. “Now, Customer Success teams can benefit from an equally powerful and automated approach to evaluating growth potential, without adding more work.”

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“The REACH summary format showcases how Fathom can power a new level of insight for post-sale teams,” said Brittany Bingham, VP of Marketing at Fathom. “By automating strategic meeting analysis, we’re helping companies scale their expansion efforts with greater consistency and speed.”

About Fathom

Fathom is the #1 AI notetaker that automatically records, transcribes, and summarizes meetings—empowering teams to focus on the conversation instead of taking notes. Hundreds of thousands of companies use Fathom to streamline communication, automate follow-up, and drive results.

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Source – PRWeb

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