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Free Lesson
How to use AI for Customer Success Managers
30 min
Feb 17, 2026 4:30 PM
What you'll learn
How CSMs Drive Retention and Expansion With AI
Use AI to spot risks early, prep faster for meetings, and uncover expansion signals with less manual work.
Why Traditional CS Playbooks Are Breaking Down
Learn how AI helps CSMs stay proactive as customer expectations rise and signals become harder to track.
How to Build Repeatable Customer Success Workflows
Create simple AI workflows for QBRs, renewals, expansions, and follow-up that improve over time.
Why this topic matters
AI increased data and activity. It did not improve outcomes on its own. Strong CSMs use AI to prioritize actions and show up prepared for critical conversations.
You'll learn from
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Jody Geiger
GTM Exec and AI-Revenue Coach
Previously at