7 Pragmatic AI Use Cases for Customer Success + Account Mgmt

7 AI use cases - in Customer Success / Acct Mgmt -- Effectiveness & Efficiency

We've already implemented these

within our client base to...

✅ Reduce 'Cost to Retain'

✅ Improve team efficiency & scalability

✅ Increase #Retention & #Expansion #revenue

🟥🟥🟥🟥 BEWARE 🟥🟥🟥🟥

Each task below is a small time drain,

all compounding into massive time 'black holes'

keeping your team from focusing on high-value impact.

And that high-value impact

is what actually drives

#RENEWAL and #EXPANSION #REVENUE

The AI use cases below

have freed up hours equating to several FTE's

that teams then reallocate into more high-value work.

🟨🟨🟨🟨 USE CASES 🟨🟨🟨🟨

(1) Client Meeting Summaries & Action Items

Immediate summaries of client meetings

specifying ownership of who will do what next

(2) "Chat-able" Knowledge Bases

LLM's trained on a breadth of internal docs,

to get immediate answers on challenging questions

(3) Deliverable Generation

Rapid transformation of raw data into

well-formatted client-facing reports & proposals

(4) Insight Generation

Identifying trends, anomalies, key takeaways to

add valuable insights to reports and data

(5) Customer/Market Needs Analysis

Distillation of earnings calls or other public info

to identify clients key, goals, strategies and pains

(6) Team Coaching on Client Engagement

Quantitative scoring of client meeting transcripts

to inform individual and team-wide optimizations

(7) Voice of Customer Insights

Mining customer Slack channels and emails

to identify wins, challenges, etc for optimizing

🟩🟩🟩🟩 ACTION 🟩🟩🟩🟩

If you're a #CEO, #CRO, or #CCO

who wants to optimize your post-sales team

to improve #RENEWAL and #EXPANSION #REVENUE

▶️ REACH OUT ◀️

We can have an exploratory chat.