A hands-on, live cohort that teaches working Customer Success Managers to build real AI workflows — account prep, QBR decks, renewal risk, save plays — using Claude and ChatGPT. No theory. You leave every session with an artifact you use at work the next morning.
QBR decks, call prep, meeting notes, follow-up emails, CRM hygiene. The strategic work — the reason you took this job — gets whatever's left over.
"Prompt engineering 101" doesn't tell you how to prep a renewal conversation, draft an exec-ready QBR narrative, or triage a 40-account portfolio.
CS teams are being asked to carry more accounts with fewer people. The CSMs who build AI leverage now will set the standard everyone else is measured against.
This is a working course for practitioners. Every exercise uses your real book of business (sanitized). If you can't bring real work to class, you won't get the value.
Each week has two live 60-minute sessions plus office hours. Every session produces a concrete artifact you keep and use immediately.
Stop walking into calls cold. Build the machine that briefs you.
Set up a safe, repeatable workspace (projects, custom instructions, data-handling rules). Build your first one-page account brief from raw notes, emails, and CRM exports.
Turn any upcoming meeting into a prep sheet: attendee context, open threads, likely objections, and your three goals — generated in minutes, refined by you.
QBRs, emails, and follow-ups — drafted in your voice, at exec quality, in a fraction of the time.
Go from usage exports and meeting notes to a business-review narrative and slide outline: value delivered, gaps, and the ask. Includes the exec-summary pattern that survives a skimming VP.
Build a style guide the AI writes in — your voice, not robot voice. Then drill the three hardest email types: post-call follow-up, escalation response, and the nudge to a silent stakeholder.
See churn coming earlier, and walk into every renewal with a plan.
Use AI to mine your notes, tickets, and usage patterns for early risk signals your health score misses — sentiment drift, stakeholder churn, shrinking engagement — and rank your portfolio by real risk.
Build a renewal-brief generator: contract context, value story, risk factors, expansion angles. Then construct save plays for your two most at-risk accounts — live, with peer and instructor review.
Turn four weeks of workflows into a durable system that runs your whole book.
Assemble the pieces into a weekly operating rhythm: Monday portfolio triage, daily call prep, Friday pipeline-and-risk review. Design your personal cadence around your real calendar and account load.
Finalize your personal playbook and prompt library. Present one workflow to the cohort. Leave with a 90-day plan for deepening the system — and the peer group to hold you to it.
13+ years in healthcare SaaS customer success — carrying enterprise accounts, leading business reviews with health-system executives, and managing CS teams through renewals, escalations, and expansions.
For the past two years, he has rebuilt his own CS practice around AI workflows: account intelligence, meeting prep, executive communications, and portfolio risk reviews — the exact system this cohort teaches. Everything in the curriculum is in daily use on real enterprise accounts.
He teaches the way CSMs actually learn: live reps on real work, direct feedback, and templates you can run the next morning.
If the course saves you two hours a week, it pays for itself inside the first month at almost any CSM salary. Most students recover far more.
The cohort is capped at 20 students total so everyone gets direct feedback on their real work. When it's full, it's full — the waitlist is first-come, first-served.
Plan for 3–4 hours: two 60-minute live sessions, roughly 60–90 minutes of homework (applied to your real accounts, so much of it replaces work you'd do anyway), and optional office hours. Sessions are scheduled for working hours in US time zones and recorded if you have a conflict.
You need a paid plan of either Claude or ChatGPT (roughly $20/month) — whichever your company allows or you already use. Everything in the course works with both; templates are provided for each. No plugins, no API keys, no engineering support required.
We'll also cover how to work safely with customer data: what to sanitize, what never to paste, and how to align with your company's AI policy.
Yes. Every live session is recorded and available to the cohort within 24 hours. That said, the live exercises and feedback are where most of the value is — aim to attend live and use recordings as backup.
No — this is the target student. Session 1 starts from a clean setup. What we don't do is spend four weeks on "what is a prompt": by the end of Week 1 you're producing account briefs from your own data. If you already have advanced AI workflows running across your whole portfolio, you may only need the later weeks — email and ask before buying.
The course is built around a sanitize-first workflow: you work with de-identified or dummy-substituted account data by default, and we cover how to check and follow your employer's AI-use policy in Session 1. You never need to share customer data with the instructor or cohort.
Many students do — most companies have a professional-development or L&D budget that covers exactly this. A receipt suitable for expense reports is provided on purchase. Here's a copy-paste request you can send your manager:
The first cohort's dates are finalized once enrollment opens — waitlist members get first pick of seats and the early-bird price before anyone else. Joining the waitlist is free and doesn't commit you to anything.
The satisfaction guarantee covers you: attend the first two sessions, do the Week 1 work, and if you're not convinced, email before Session 3 for a full refund. No forms, no questions designed to talk you out of it.
Waitlist members hear first when enrollment opens and get first access to the 10 early-bird seats at $400. No spam, no commitment — just the launch email.
Your spot is saved on this device. To make sure it reaches me, send the pre-filled confirmation email too — it takes one click:
You'll hear from me the moment enrollment opens — waitlist first, early-bird price first.