Free Lesson
How CS Teams Can Use AI to Run Better Customer Meetings
30 min
Jan 21, 2026 12:00 PM
Virtual (Zoom)
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.
Previously at
