Staging environment
Jody Geiger
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

Jody Geiger

Jody Geiger

GTM Exec and AI-Revenue Coach

Previously at

Klue
Apple
Diligent
Rogers
ICF
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