Create a customer-ready Success Plan in under a minute, for free.

Turn any call transcript into a structured plan built on proven Customer Success best practices. Clear, actionable, and way smarter than a generic LLM.

Paste the transcript from your success planning call into the box below and let Hook instantly generate a tailored Success Plan, complete with identified gaps and smart discovery questions to help you fill them.

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Privacy notice

We do not store or retain your call transcript. The transcript you upload is used only once to generate your success plan, and is not saved on our systems after processing. 

Your generated Google Slides deck is created in a shared Google Drive folder and is accessible to anyone with the link. This is intentional, so you can immediately share the plan internally or externally without access restrictions. The file is automatically deleted after 24 hours, along with any other generated materials.

If you have any questions about privacy or data handling, please contact us at security@hook.co.

 Why CSMs love this

  • Instant structure. No more starting from a blank doc. 
  • Expert guidance built in. Plans follow real CS frameworks - not generic AI patterns. 
  • Smarter than a summary. Highlights missing context and suggests what to uncover next.

What you get

A complete, ready-to-share plan including:

  • Objectives & desired outcomes
  • Milestones & success criteria
  • Stakeholders & ownership
  • Risks, gaps, and dependencies
  • Recommended next steps
  • Smart discovery questions for your next call

Why this beats pasting your call into an LLM

Generic AI rewrites your transcript.
Hook turns it into strategy.

Our generator is trained on the patterns of high-quality Customer Success work - the kind that drives adoption and renewal. It knows what a great plan looks like, where the gaps usually are, and how to push your thinking forward.

Got feedback on how we could make this better? Share it using this feedback form: 

Why this beats pasting your call into an LLM

Generic AI rewrites your transcript.
Hook turns it into strategy.

Our generator is trained on the patterns of high-quality Customer Success work - the kind that drives adoption and renewal. It knows what a great plan looks like, where the gaps usually are, and how to push your thinking forward.