Anything you can do I can do better?

A few years ago, when I was leading a Customer Success team, I had a recurring thought: “Why does it feel like we’re training for the Olympics just to get through the basics?”

To be ready for kickoff calls, we’d dive into Gong recordings like overachievers at a study group. My commutes became call-listening marathons, notebook in hand, scribbling notes like a coach prepping for the championship.

And that was just the warm-up. After the call, there was summarizing the meeting (because no one wants to be “that team” with zero notes), updating the CRM (because systems love when you feed them), tracking platform usage, sending follow-ups that didn’t sound robotic, and then repeating it all over again.

It worked, but it wasn’t smart work.

Enter AI—your new best friend for cutting through the chaos:

1️⃣ Let AI be the note-taker: It listens to calls, pulls key points, and hands you the insights.

2️⃣ Kickoff with confidence: AI preps agendas and must-hit points.

3️⃣ CRM on autopilot: AI syncs notes and updates fields.

4️⃣ Proactive magic: AI flags customers needing attention before it’s too late.

5️⃣ Follow-up like a pro: AI drafts tailored emails so you can focus on relationships.

The best part? AI doesn’t replace your team; it frees them to do what they do best—build relationships and WOW customers.

So, what’s stopping you from putting AI to work? Let’s chat.

#CustomerSuccess #AI #CXInnovation #WorkSmarter