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Role Track Sample preview

Customer Success

Scale your customer coverage without sacrificing quality — using AI to monitor health, prevent churn, and personalise every interaction.

This is a sample — your version gets personalised

After the 3-minute assessment, the module order, examples, and exercises inside this track adapt to your specific role, seniority, and goals. A Marketing Director and a Growth Manager get different versions of the same track.

Get my personalised version
26 lessons
~7 hrs
Certificate included

Who this is for

  • You manage a portfolio of accounts and want better visibility into which ones need attention before it is too late
  • You're responsible for retention metrics and want to act on early signals, not lagging indicators
  • You run a CS team and want your CSMs spending time on relationships, not manual data review

What changes

BeforeChurn caught too late to recover
AfterAt-risk accounts flagged weeks earlier
BeforeGeneric QBR decks for every account
AfterPersonalised prep in 20 minutes per account
BeforeHealth scoring done manually and inconsistently
AfterAutomated signals, you focus on action

Sample curriculum

Module order & content adapt after your assessment
01

AI Fundamentals for Customer Success

Free
4 lessons
01
What AI Means for Customer Success
~17 minStart
02
AI Tools for Customer Success Teams
~17 minStart
03
Data-Driven CS with AI
~17 minStart
04
Building Your AI-Powered CS Workflow
~17 minStart

Health Monitoring & Churn Prevention

01
Building Customer Health Scores with AI
~17 min
02
Churn Prediction and Early Intervention
~17 min
03
Automated Touchpoints and Proactive Outreach
~17 min
04
Renewal Forecasting with AI
~17 min

Personalising the Customer Journey

01
AI-Powered Onboarding
~17 min
02
QBR Preparation and Success Planning with AI
~17 min
03
Customer Feedback Analysis at Scale
~17 min
04
Expansion and Upsell Intelligence with AI
~17 min
05
Customer Education and Product Adoption with AI
~17 min

Scaling CS Operations with AI

01
AI-Powered Knowledge Bases and Self-Service
~17 min
02
CS Team Productivity with AI
~17 min
03
Measuring CS AI Impact
~17 min
04
The Future of Customer Success with AI
~17 min
05
Digital CS and Tech-Touch Strategy with AI
~17 min

Voice of Customer, Revenue Intelligence & CS Leadership

01
Voice of Customer Programs with AI
~17 min
02
CS-to-Revenue Attribution with AI
~17 min
03
AI for Executive Reporting and Board-Ready Insights
~17 min
04
Leading CS Transformation with AI
~17 min

AI Agents & the Future of Customer Success

01
Deploying AI Agents for Customer Success
~17 min
02
Proactive Success at Machine Scale
~17 min
03
CS-Led Growth with AI Intelligence
~17 min
04
The CS Leader's AI Agenda
~17 min