AI for Customer Success — Retain, Expand, and Scale CS at Depth

Name: AI for Customer Success — Retain, Expand, and Scale CS at Depth
Availability: InStock

Learn to use Claude as your full Customer Success workflow engine: build personalised onboarding plans and check-in sequences, monitor account health signals across your portfolio, prepare polished QBRs with executive narratives and objection packs, and take all of it from raw data to sent email — without switching tools.

Category: customer-success

Level: Advanced

QBR Preparation and Executive Storytelling

Part of course: AI for Customer Success — Retain, Expand, and Scale CS at Depth

Take a raw QBR data set through a full Claude-powered preparation workflow: generate a one-paragraph account narrative with quantified wins, adoption gaps, renewal risk rating, and expansion signals; build a 6-slide deck structure with key messages and speaker notes; prepare an objection pack with prepared answers for the hardest executive questions; and send the follow-up email via the Gmail connector within 2 hours of the meeting — all before opening a presentation tool.

Level: Advanced · Duration: 20 min · 200 XP

Lesson path

Stages

QBR Preparation and Executive Storytelling