AI courses for CSMs juggling too many accounts.
Health scoring, QBR decks, renewal prep, account research — step-by-step courses on using ChatGPT to manage more accounts without losing the personal touch.
Professionals at these companies learn with us
The CS math doesn’t add up
Too many accounts per CSM
Your team manages 50+ accounts each, making proactive outreach impossible. AI helps prioritize which accounts need attention right now based on signals, not gut feeling.
QBR prep takes forever
Pulling usage data, building slides, crafting talking points — each QBR prep cycle eats half a day. AI generates QBR decks from your data in minutes.
Churn signals get missed
By the time you notice a customer is disengaging, it’s often too late. AI monitors usage patterns, sentiment, and engagement to flag at-risk accounts early.
Renewal conversations lack data
You go into renewal meetings without a clear picture of ROI delivered. AI tools pull usage stats, support history, and value metrics into a compelling renewal narrative.
Before AI vs. after AI
QBR preparation: Half a day per account
Account check-in emails: Generic templates or skipped
Churn prediction: Gut feeling and lagging indicators
Renewal business cases: Hours compiling ROI data
QBR preparation: 15 minutes with ChatGPT
Account check-in emails: Personalized at scale with AI
Churn prediction: AI-powered health scoring
Renewal business cases: AI generates from usage metrics
What you’ll learn to do
Generate QBR decks from account data
ChatGPT + SlidesFeed account usage data, support tickets, and goals into ChatGPT — get a structured QBR presentation with insights.
Draft personalized check-in emails
ChatGPTGenerate tailored check-in emails for each account segment — onboarding, mid-lifecycle, pre-renewal — in your brand voice.
Analyze customer feedback at scale
ChatGPT / ClaudePaste NPS comments, survey results, or call transcripts and get instant sentiment analysis and action items.
Build health score models
ChatGPT + ExcelUse AI to design customer health scoring frameworks based on your usage data and engagement metrics.
How it works
From zero to AI-powered in three simple steps.
Start your free trial
Get instant access to AI tutorials built for customer success — QBR prep, health scoring, renewal strategies, and account management at scale.
Learn CS-specific workflows
Follow step-by-step tutorials on using ChatGPT, Claude, and Excel with AI to manage more accounts with better outcomes.
Scale your impact
Apply AI to your daily CS work — prep for QBRs in minutes, draft personalized check-ins at scale, and predict churn before it happens.
Is this for you?
You're a CSM managing more accounts than you can effectively serve
QBR prep eats up your calendar every quarter
You want to be more proactive but don't have the bandwidth
You need to build health scores or churn prediction without a data team
You want to scale account management without sacrificing quality
Your learning path
Hand-picked tutorials from our catalog of 300+ step-by-step AI courses.
What our learners say
“I manage 65 accounts now and my NPS is higher than when I had 30. AI handles the prep work so I can focus on relationships.”
Chris Walters
Senior CSM, Orbit Software
“QBR prep used to take half a day per account. Now ChatGPT generates the deck from our usage data in 15 minutes. It's been transformational.”
Samantha Osei
VP Customer Success, DataStream
“The health scoring tutorial helped me build a churn prediction model in Excel that actually works. Flagged 3 at-risk accounts last quarter that we saved.”
Ryan Fitzgerald
Customer Success Manager, Pinnacle HR Tech
The results speak for themselves
30%
more accounts managed per CSM while improving NPS scores by 15+ points.
Based on AI Academy learner outcomes
30% more accounts managed. Same quality.
CS professionals using AI manage 30% more accounts while improving NPS scores. Start your 14-day free trial and scale your impact.
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