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Hey CS Pro,

This week’s podcast just dropped, and I’m doing something special for my listeners. I’m launching a brand-new AI guide just for you (my loyal podcast listeners), and you’ll hear it there first.

If you’ve been trying to figure out how to actually make AI work in your CS workflow… go listen now.

(hint hint: I am talking about how to train AI to become your revenue-generating customer success co-pilot)

But first, today’s sponsor

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AI is already part of your job

You might not realize it yet, but AI is already everywhere in your CS role.

It’s in your inbox, your QBR prep, your renewal forecasting, and even in how you summarize customer calls. The question isn’t if you’ll use AI… It’s how well you’ll use it.

The biggest mistake I see? Waiting for your company to roll out an AI policy. If you’re still waiting for permission, you’re losing time. You can start using AI today (even without customer data) and build serious momentum.

Think of it this way: every week you delay is another week where your competitors are getting faster, more strategic, and more effective. Don’t let AI become your missed opportunity.

It’s more than just email drafts

Too many CSMs think ChatGPT is just for writing emails or summarizing calls. But that’s just scratching the surface.

AI can help you:

• Build discovery questions from call history

• Generate QBR slides with customer data

• Score renewal risks using sentiment and usage trends

• Map stakeholders for upsell opportunities

But you have to train it.

Just like a new CSM hire, AI needs context, goals, tone, and instructions. Generic prompts like “summarize this” or “write a follow-up” won’t cut it. Train AI like it’s your new teammate, and it will actually save you time instead of creating more work.

What a week of AI in CS really looks like

When you use AI intentionally, it can save you 10+ hours a week.

Here’s how:

• Discovery prep: Generate personalized questions in seconds

• QBR creation: Draft slides, talking points, and agendas from past notes

• Renewal forecasting: Build templates to score account risk

• Follow-ups: Instant call recaps and next-step emails

• Strategic focus: Reinvest the saved time into growth plays or account mapping

That’s an entire day a week. Four days a month. And that time adds up fast.

3 Takeaways

1. Don’t wait for permission

AI is already changing how CSMs work. Start small, stay compliant, but start now.

2. Train it like a team member

Give AI context, goals, and tone. That’s the secret to getting quality results.

3. Reclaim your time

Use the hours you save for what really matters—expansion, renewal, and strategic impact.

That’s it for this week! If you want to hear all of tips on how to train AI to be your revenue-generating CS co-pilot, then check out the full podcast episode below!

And remember, I am sharing a NEW AI GUIDE in the podcast episode for my loyal listeners! GO LISTEN NOW 😉 

Have a listen to the latest podcast:

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Thank you for being part of this journey!

That's all for now.

If you have any questions or suggestions, please feel free to contact us.

Cheers to your CS success,

Anika

PS - CSM RevUP Academy is currently full. Don't miss your shot at next time! Get the strategies, playbooks, and build your confidence into a revenue-generating CS Pro. Join the VIP Waitlist today to be first notified when the doors open again.