AI-Powered CSMs: From Reactive to Strategic
Wed, Feb 11
|Virtual course
Learn practical AI customer success workflows so you can save time, think strategically, and stand out.
Time & Location
Feb 11, 2026, 4:00 PM – 5:30 PM
Virtual course
About The Event
From AI-anxious to AI-confident: Build prompts, agents & dynamic presentations
Learn to apply AI to the CS work that currently stresses you out: customer research, discovery prep, call evaluation, and presentation creation. You'll master practical prompting with the PLAN framework, build reusable agents for your daily workflows, and create polished presentations using Gamma. By the end, you'll have a personal library of AI tools you can deploy immediately to work smarter and position yourself as a strategic advisor.
This isn't another generic AI course filled with theory. You'll build real prompts for the 3Cs research framework, create custom agents that evaluate your calls using OARS, and transform raw customer data into executive-ready QBR decks—all based on proven Customer Success frameworks from The Strategic Customer Success Manager. Every exercise maps directly to the challenges you're facing at work, so the learning sticks and you can apply it the very next day.