What if you could get back hours of your week—without sacrificing quality?

In this episode of Beyond Renewals, we explore real-world AI tools that are helping CSMs automate the admin and focus on what really matters: driving customer outcomes. From meeting notes to QBR prep to email follow-ups, you’ll hear practical use cases you can start using today.

🎯 What’s inside:

• 5 everyday AI tools that save time

• Use cases for meeting recaps, sentiment analysis, email drafting & more

• How to start—even if you're not “techy”

• Pro tips for keeping it human while working with AI

  
  

Let’s trade the busywork for better work. Tune in and try one thing this week.

AI is reshaping Customer Success—but it’s not here to replace you. It’s here to elevate you.

In this episode of Beyond Renewals, we kick off our AI mini-series by breaking down the real impact of AI on CSMs. We unpack what’s changing, what isn’t, and the four key skills you should start sharpening today.

🎯 You’ll learn:

• Why emotional intelligence still wins in a world of AI

• What tasks AI is best suited for

• How to transition from task-doer to strategic advisor

• The exact skills that’ll future-proof your CS career

  
  

This one’s for every CSM who’s curious, maybe a little nervous—and ready to lead the shift.

The first 90 days can make or break a customer relationship.

In this episode, I share the most common mistakes CSMs make during onboarding—and what to do instead. We’ll talk about how to earn trust, accelerate time to value, and set up customers for long-term success (and renewal).

🎯 What you'll learn:

• The biggest pitfalls in early-stage customer journeys

• 5 things that actually matter in the first 90 days

• A simple 30/60/90 framework you can use this week

  
  

Let’s turn onboarding into a strategic growth lever—not just a checklist.