How CS Teams Can Use AI to Run Better Customer Meetings

Hosted by Chad Horenfeldt

454 students

In this video

What you'll learn

How to use AI to prepare for customer meetings strategically

Using AI prompting to leverage proven frameworks to understand your customers and attain their trust.

How to use AI to lead higher-quality customer conversations

Use AI to lead meetings with clear priorities. Leverage strategic questions to uncover essential details & drive action.

How to use AI to evaluate meeting quality

Create a structured, AI-driven assessment to improve your meeting performance and uplevel your CS game.

Why this topic matters

Customer success processes often live in documents, Notion pages, and Slack, making them hard to access when they matter. CS training rarely teaches you how to lead strategic conversations, so even experienced CSMs struggle. This Lightning Lesson shows how to use AI before, during, and after customer meetings to improve & speed up preparation, elevate conversations, and drive faster improvements.

You'll learn from

Chad Horenfeldt

Chad Horenfeldt is a trusted customer success leader with 20+ years in SaaS.

Chad Horenfeldt is one of the most recognized and trusted voices in customer success.

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.

Recording will be available for all registrants

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