Future-Proofing Client Success with AI
Master AI tools and strategies designed for B2B Client Success Managers to enhance client relationships, predict needs and drive retention.
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Course overview
Future-proof CS using AI, for proactive relationship management with confidence.
Read my post on the application of AI here: https://www.artwhich.com/
This practical, hands-on course equips experienced CSMs AI literacy needed to:
(1) Analyze client data patterns to identify early warning signs of churn
(2) Design AI-enhanced workflows that complement your existing client success processes
(3) Create predictive client health models using basic AI frameworks
(4) Develop strategic approaches to communicate AI value propositions to skeptical (internal) clients
Designed exclusively for client success professionals in B2B environments who want to stay ahead of industry changes and exceed performance metrics through strategic AI implementation.
Who is this course for
01
Junior B2B client success managers with at least 2 to 3 years of CSM experience, keen to explore ways AI may help identify signs of churn.
02
Senior client success managers or leaders with 5+ years of experience, and keen to move to a technological approach to managing accounts.
03
This program is not for students, aspiring CSMs, graduates, or CSMs who are extremely aware of AI in practice.
What you’ll get out of this course
Analyze client data patterns to identify early warning signs of churn
Design AI-enhanced workflows that complement your existing client success processes
Create predictive client health models using basic AI frameworks
Develop strategic approaches to communicate AI value propositions to skeptical (internal) clients
What’s included
Live sessions
Learn directly from May at artwhich.com in a real-time, interactive format.
Lifetime access
Go back to course content and recordings whenever you need to.
Community of peers
Stay accountable and share insights with like-minded professionals.
Certificate of completion
Share your new skills with your employer or on LinkedIn.
Maven Guarantee
This course is backed by the Maven Guarantee. Students are eligible for a full refund up until the halfway point of the course.
Course syllabus
7 live sessions • 18 lessons • 10 projects
Week 1
- 🤖
AI Fundamentals for Non-Technical CSMs
- 🤖
Predictive Analytics
- 🤖
Natural Language Processing (NLP)
- 🤖
Recommendation Systems
- 🤖
Conversational AI
- 🤖
How Machine Learning Models Work with Client Data
Jan
20
Workshop 1: Reflecting on Success Cases
Tue 1/209:00 PM—10:00 PM (UTC)- ✍️
Reflecting on Success Cases - Share Your Reflection
Submit by Mar 3
Module 1: Understanding AI Foundations for Client Success
Objectives: Understand AI capabilities and limitations specifically relevant to client success management in B2B contexts.
Week 2
- 🔢
Understanding Client Data Types and Quality Requirements
- 🔢
Product Usage Data
- 🔢
Engagement Data
- 🔢
Client Contextual Data
- 🔢
Outcome Data
Jan
26
Workshop 2: Data Inventory
Mon 1/269:00 PM—10:00 PM (UTC)- ✍️
Data Inventory: Submit Your Work
Submit by Mar 10 - 🤖
How AI Interprets Client Interactions
- 🤖
Pattern Recognition
- 🤖
Contextual Analysis
- 🤖
Sentiment and Intent Analysis
Jan
28
Workshop 3: Client Interactions Analysis and Framework Creation
Wed 1/289:00 PM—10:00 PM (UTC)- ✍️
Client Interactions Analysis and Framework Creation - Submit Your Work
Submit by Mar 12 Jan
30
Workshop 4: Evaluating Your Organization's Data Readiness
Fri 1/309:00 PM—10:00 PM (UTC)- ✍️
Evaluating Your Organization's Data Readiness - Submit Your Work
Submit by Mar 12 - ✍️
Data Pattern Recognition for Proactive Account Management - Submit Your Work
Submit by Mar 12
Feb
1
Workshop 5: Data Pattern Recognition for Proactive Account Management
Module 2: Data Literacy 101 for Client Success Managers and Leaders
Let's explore the data landscape that powers AI insights.
Week 3
- 🤖
Overview of AI-Powered CS Platforms
- 🤖
CS Platforms with AI Features
- 🤖
AI Enhancement Tools for Existing Systems
- ✍️
Reflection on Evaluating and Selecting Tools
Submit by Mar 16 Feb
2
Workshop 6: Designing AI-Enhanced Client Success Workflows
Mon 2/29:00 PM—10:00 PM (UTC)- ✍️
Designing AI-Enhanced Client Success Workflows - Submit Your Work!
Submit by Mar 17 - ✍️
Building Basic Predictive Client Health Models - Submit Your Work
Submit by Mar 17 - ✍️
Communicating AI Value to Skeptical (Internal) Clients
Submit by Mar 17 - ✍️
Putting It All Together
Submit by Mar 17
Module 3: Maximising CS Tools
Let's review the current AI tools landscape for client success and understand how to maximise their values.
Bonus
Jul
16
Post-Program Mixer
What people are saying
Student A
Student B
Student C
Meet your instructor
May at artwhich.com
May at artwhich.com
This is where you'll add your bio as a way to establish credibility and demonstrate to your audience why you're the right person to teach this course.
Course schedule
6-8 hours per week
2 Pre and Post-Program Mixers via Zoom
1 hour per mixer
Pre and post-program 'get to know your peers' sessions via Zoom facilitate networking, build CS community, and provide a platform for informal interaction and relationship-building, which can enhance your overall program experience and future collaborations in the field of CS.
7 Live Zoom Interactive Workshops
1 hour at 21:00 BST on various weekdays
Schedule
Week 1: 14 May and 19 May
Week 2: 21 May, 22 May and 23 May
Week 3: 26 May and 27 May
Weekly Projects
4 hours per week
Put what you learned in practice. Receive feedback from your host and peers.
Learning is better with cohorts
Active hands-on learning
This course builds on live workshops and hands-on projects
Interactive and project-based
You’ll be interacting with other learners through breakout rooms and project teams
Learn with a cohort of peers
Join a community of like-minded people who want to learn and grow alongside you