Members-only AI and automation How to lead successful AI adoption in your customer success team Christine Lawther led her customer success team from 0 to 80+ AI adoption wins. Learn how she mapped tasks, tackled change management, and used AI tools to boost efficiency – one micro-win at a time....
Members-only Customer journeys Customer lifecycle campaign plan template A strategic framework for engaging customers at every stage of their journey, from onboarding to advocacy....
Members-only CS operations Why CS Ops is the antidote to your company's misalignment Aligning business-wide initiatives and driving frictionless renewals are key goals for any customer success leader in a business that follows a recurring revenue model. In this article, we'll explore how to leverage customer success operations (CS Ops) to achieve organization-wide alignment....
Members-only AI and automation 10 practical ways to use AI in your customer success role every day In this guide, we break down 10 practical, real-world ways CSMs can use AI right now to deepen customer understanding, scale proactive support, boost productivity, and level up their strategic value....
Members-only Metrics & Data The future is data: Driving customer success with strategic insights Data is the foundation for everything. In this article, discover how to build a data strategy that’s fit for the AI-powered future....
Members-only Customer retention 9 retention tips for new Customer Success Managers Ensuring your customers are all aboard ship and thriving is of particular importance to the field of customer success and retaining customers. But for some first-timers, the options for nailing retention might be overwhelming. Where do you start?...
Members-only AI Customer Support Reimagined with Generative AI Transform your support strategy with generative AI. Learn how Crestron boosts CX, efficiency, and agent impact without losing the human touch....
Members-only AI and automation Using Google’s NotebookLM for customer success First it was ChatGPT, then Agentic AI, and now it’s NotebookLM that’s the next thing to whack on your AI radar. You might think, “This sounds powerful, but I don’t know where to start.” NotebookLM is here to transform your customer success operations without requiring any technical expertise...
Members-only AI ​​Preparing your business for AI customer support agents AI agents are redefining support. Discover how to shift from automation to intelligent, scalable, and collaborative customer experiences....
Members-only Reports State of Customer Success 2025 Report Download our latest industry report to see how your peers are tackling the exact same challenges as you....
Members-only Revenue generation The case for pre-sale customer success (and how to do it right) Bringing CS into the sales process – even in small, strategic ways – can eliminate those frustrating handoffs, surface risk earlier, and keep customers aligned from day one. It’s not about slowing down deals. It’s about making them stick....
Members-only AI User feedback tracker for AI content A specialized tool designed to help teams systematically collect, manage, and analyze user feedback related to AI-generated content....
Members-only AI and automation How agentic AI is paving the way for the next generation of customer experience How have customer experiences evolved? For years, automated or interactive voice systems have set the bar painfully low, and as a result, customers...
Members-only Customer segmentation Your guide to high-touch and low-touch customer success engagement As a CSM, figuring out the best way to interact with customers can be a challenge. You don’t want to bombard them with emails or product updates, nor do you want to leave them in the lurch. This is where high-touch and low-touch engagement models come into play....
Members-only Videos How to start a career as a CSM fast! (Career tips + advice) Discover what separates great Customer Success Managers from the rest. Learn the real skills, salary insights, and career tips to excel as a CSM....
