Custify’s Post

What if your Friday success plan updates wrote themselves? 🤖   Cassandra D., Enterprise Customer Success Manager at Orca Security, built her own AI workflows to cut admin time and focus on what actually moves accounts forward.   Here’s what her AI handles every week:   📩 Drafts a follow-up email for every customer meeting, ready for her to review and send   📋 Updates success plans and key milestones every Friday based on customer conversations   🚨 Flags and prioritizes risks from calls, Slack, and her calendar as critical, high, medium, or low   🔍 Analyzes support tickets from her biggest accounts to spot misunderstood features, hidden requirements, and expansion opportunities   Her take: most CS admin follows the same format with different content, which makes it perfect for automation. The time saved goes into strategic work.   In this episode of Mastering CS: Candid Leader Insights, Cassandra also talks with Irina Cismas about milestone-based onboarding, closing Q4 early in EMEA, and building the first CS playbook for the French market at Procore.   🎧 Watch or listen to the full episode: https://lnkd.in/dkT-R_gX   #CustomerSuccess #AIinCS #CSM #CustomerSuccessManagement #MasteringCS

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