S/01 — PRODUCT

The agenda is the product.

Zevara connects to the systems your team already runs, watches a short list of signals you choose, and writes one prepared agenda for the weekly revenue review. Everything below is what happens between those two points.

01 COLLECT

Read the sources

Product events, CRM records, billing changes and support threads land in one place every night.

02 DETECT

Compare to last week

Zevara looks for movement, not totals: what is different from seven days ago, and by how much.

03 ASSEMBLE

Write the agenda

Signals become questions with the accounts attached, ordered by how much they moved.

04 DECIDE

Close the loop

Owners and notes are written against the signal, and open items return at the top of next week’s agenda.

SOURCES

Two connections are enough to start.

Most teams start with product analytics and the CRM, then add billing and support once the first agenda proves useful.

Product analytics and warehouse events

CRM records and deal stages

Billing and subscription changes

Support inbox and ticket topics

Anything else through the events API

WHEN second-week usage drops by more than 20%

AND the account is inside its first 90 days

THEN raise it in Monday’s review and assign it to the owner

SIGNALS

You choose what earns meeting time.

Set the thresholds that matter for your stage and segment. Zevara watches for the ones you keep, not a fixed catalog.

Zevara proposes a starting set from your own data. Most teams keep five.

OWNERSHIP

Every signal leaves the meeting with a name on it.

Nothing sits in the agenda unassigned. Every open item carries an owner and a note, so next week starts from where this one ended.

07:00

agenda delivered

1

owner per signal

0

spreadsheets to maintain

JM

Chase renewal risk on Bramble Co. before Thursday’s call.

DUE THU

AK

Confirmed the pricing exception approved for Northwind.

DONE

SR

Waiting on CS input for Halden Group’s usage dip.

CARRIED OVER

TRUST

Read-only by default.

Read-only access

Zevara reads from your connected tools. It never writes back unless a follow-up integration is turned on.

Choose your region

EU or US data region, chosen at signup and fixed for the account.

Role-based permissions

Control who sees which accounts and signals. Included on the Scale plan.

Retention by plan

Signal history is kept for 30 days, 12 months, or unlimited, depending on plan.

Demo copy for a template — replace with your own security statements.

See it run on your own two sources.

Forty minutes, one prepared agenda, nothing to install.

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