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.

Saying No Without Saying No – Setting Boundaries in Customer Success

Saying “no” to a customer can feel risky—but done right, it actually builds trust.

In this episode of Beyond Renewals, we dive into one of the most valuable (and underrated) CS skills: setting boundaries while still being a trusted partner. I share 5 practical ways to say no without damaging the relationship, plus a few scripts you can start using right away.

Whether you’re dealing with unrealistic requests, feature demands, or scope creep—this one’s for you.

🎯 Why saying yes isn’t always customer-centric
🛠️ Tactical phrases and mindset shifts
🤝 How to balance empathy with clarity

Let’s make boundaries your new CS superpower.

Welcome to the very first episode of Beyond Renewals—the podcast where Customer Success gets real.

In this kickoff episode, I’m sharing the story behind the show, why I believe CS deserves more than just a seat at the renewal table, and what you can expect in upcoming episodes. From managing churn and driving growth to dealing with tricky QBRs and product gaps—this podcast is for the CSMs, AMs, and CS leaders.

Welcome to Beyond Renewals—the podcast where Customer Success meets real talk.

Hosted by a seasoned CSM, this show is your weekly dose of insights, stories, and strategies from the frontlines of post-sale customer relationships. Whether you're trying to boost retention, deepen account growth, or just survive another QBR, you're in the right place.