Scale Your CS Team with Reusable AI Workflows
Hosted by Kate Reed
In this video
What you'll learn
Standardize meeting prep workflows
Use Agent.ai MAKR agents to prepare agendas, questions, and summaries before CS meetings.
Spot churn risk earlier
Apply Gemini Gems to surface churn indicators and account risks from customer data.
Automate follow-ups that stick
Use reusable agents to generate clear follow-ups teams can send right after calls.
Why this topic matters
Customer Success teams juggle prep, follow-ups, and risk signals across too many tools. This session shows how a small set of reusable AI agents can simplify that work and make results more consistent. You will learn which workflows actually matter and how to introduce them in a way teams trust.
You'll learn from
Kate Reed
Founder, MAKR Ventures
Kate Reed is the founder of MAKR Ventures, where she builds practical AI workflows for Customer Success teams. She brings over 15 years of experience across customer-facing and operational roles, including leadership positions at SaaS companies and work with brands like HubSpot, Marriott, and Virgin. Her focus is on AI systems that improve execution without adding complexity.
Previously at
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