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AI-Powered CSMs: From Reactive to Strategic

New

8 Days

Cohort-based Course

Learn practical AI customer success workflows so you can save time, think strategically, and stand out.

AI-Powered CSMs: From Reactive to Strategic

New

8 Days

Cohort-based Course

Learn practical AI customer success workflows so you can save time, think strategically, and stand out.

Hosted by

Chad Horenfeldt

One of the most trusted voices in CS & experienced native-AI leader

Chad Horenfeldt

One of the most trusted voices in CS & experienced native-AI leader

Previously at

Course overview

From AI-anxious to AI-confident: Build prompts, agents & dynamic presentations

Learn to apply AI to the CS work that currently stresses you out: customer research, discovery prep, call evaluation, and presentation creation. You'll master practical prompting with the PLAN framework, build reusable agents for your daily workflows, and create polished presentations using Gamma. By the end, you'll have a personal library of AI tools you can deploy immediately to work smarter and position yourself as a strategic advisor.

This isn't another generic AI course filled with theory. You'll build real prompts for the 3Cs research framework, create custom agents that evaluate your calls using OARS, and transform raw customer data into executive-ready QBR decks—all based on proven Customer Success frameworks from The Strategic Customer Success Manager. Every exercise maps directly to the challenges you're facing at work, so the learning sticks and you can apply it the very next day.

This course is for CS leaders, and current and aspiring CSMs who want to confidently use AI to work strategically & accelerate their careers

CS Leaders: You're pressured to leverage AI but don't know where to start. Learn to build workflows that modernize your team & reduce work.

CSMs. You've used AI for basics but can't apply AI strategically. Master prompts and agents to work faster and avoid becoming replaceable.

Aspiring CSMs: You lack formal CS experience and need AI skills to stand out. Build strategic capabilities that level the playing field.

CS Leaders: You're pressured to leverage AI but don't know where to start. Learn to build workflows that modernize your team & reduce work.

CSMs. You've used AI for basics but can't apply AI strategically. Master prompts and agents to work faster and avoid becoming replaceable.

Aspiring CSMs: You lack formal CS experience and need AI skills to stand out. Build strategic capabilities that level the playing field.

Prerequisites

Basic AI use
You've used ChatGPT or similar AI tools for basic tasks like writing emails or summarizing content.

What you’ll get out of this course

Master AI-powered customer research that transforms how you prepare for every meeting

You'll build prompts using the PLAN framework to research accounts using proven frameworks. Instead of scrambling before calls, you'll generate deep insights in minutes—understanding business context, competitive pressures, and stakeholder priorities.

Build custom AI agents that evaluate your calls and accelerate your CS skills development

You'll create working agents that analyze your customer conversations using strategic frameworks. These agents will score your discovery calls, identify missed opportunities, and provide actionable feedback—turning every conversation into a learning opportunity.

Generate executive-ready presentations in minutes using AI and eliminate slide design stress

You'll transform raw customer data into polished presentations using Gamma AI. Learn to go from meeting notes to a complete, design-rich presentation in under 15 minutes—freeing you to focus on strategic outcomes and executive storytelling instead of wasting time on slides.

Create a personal library of reusable prompts and agents you'll use every single day

You'll walk away with 6-10 battle-tested agents for research, discovery prep, call evaluation, and strategic planning—plus 2-3 custom agents built specifically for your CS workflows. These are practical tools mapped directly to your daily work that you can deploy immediately.

What’s included

Live sessions

Learn directly from Chad Horenfeldt 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

2 live sessions • 7 lessons

Week 1

Feb 4—Feb 8

AI Foundations & Customer Research Mastery

4 items

Feb

AI Foundations & Customer Research Mastery

Wed 2/49:00 PM—10:30 PM (UTC)

Week 2

Feb 9—Feb 11

Strategic Conversations & Executive Presentations

4 items

Feb

Strategic Conversations & Executive Presentations

Wed 2/119:00 PM—10:30 PM (UTC)

Meet your instructor

Chad Horenfeldt

Chad Horenfeldt is one of the most recognized and trusted voices in customer success. He is now known for his AI first mentality as a CS leader in native-AI startups.

He is a seasoned customer success executive with over two decades of experience in SaaS. Chad has held key positions at companies such as Meta (Kustomer), Updater, Bluecore, Influitive, and Oracle (Eloqua), where he honed his expertise in customer success and customer experience strategies. Chad has been part of an IPO while at Eloqua and of two major acquisitions, one by Oracle and a second by Meta.

Beyond his professional endeavors, Chad is a recognized thought leader, frequently sharing insights on customer success through various industry publications and speaking engagements. Chad has received numerous industry awards, including being a 4X Top 25 Customer Success Thought Leader.

Join an upcoming cohort