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E292 | How AI Is Rewriting the Customer Success Playbook: Lessons from 600+ CS Teams
Manage episode 488093141 series 2505086
Today on the show we have Jamie Davidson, the CEO and Co-Founder, and Kelley Turner, the SVP of Global Customer Success at Vitally.
In this episode, Jamie and Kelley share their experience in helping over 600 companies scale customer success operations through Vitally’s platform.
We then discussed how AI is reshaping CS workflows—from reducing manual data entry to enriching conversations with actionable insights.
And we wrapped up by discussing the evolving role of CSMs, the importance of human connection, and how AI is enabling CS teams to drive strategic business outcomes.
Mentioned Resources
Churn FM is sponsored by Vitally, the all-in-one Customer Success Platform.
Chapters
1. E292 | How AI Is Rewriting the Customer Success Playbook: Lessons from 600+ CS Teams (00:00:00)
2. Redefining customer success in the AI era (00:01:41)
3. Balancing personalization and scale with AI (00:04:58)
4. Enrichment vs. efficiency: Two big AI opportunities (00:07:31)
5. From information to action: Turning insight into impact (00:11:45)
6. Aligning CS and product through data-driven feedback (00:15:10)
7. The limits of health scores and AI-generated actions (00:21:28)
8. Will AI reshape CS orgs—or just make them more efficient? (00:25:24)
293 episodes
Manage episode 488093141 series 2505086
Today on the show we have Jamie Davidson, the CEO and Co-Founder, and Kelley Turner, the SVP of Global Customer Success at Vitally.
In this episode, Jamie and Kelley share their experience in helping over 600 companies scale customer success operations through Vitally’s platform.
We then discussed how AI is reshaping CS workflows—from reducing manual data entry to enriching conversations with actionable insights.
And we wrapped up by discussing the evolving role of CSMs, the importance of human connection, and how AI is enabling CS teams to drive strategic business outcomes.
Mentioned Resources
Churn FM is sponsored by Vitally, the all-in-one Customer Success Platform.
Chapters
1. E292 | How AI Is Rewriting the Customer Success Playbook: Lessons from 600+ CS Teams (00:00:00)
2. Redefining customer success in the AI era (00:01:41)
3. Balancing personalization and scale with AI (00:04:58)
4. Enrichment vs. efficiency: Two big AI opportunities (00:07:31)
5. From information to action: Turning insight into impact (00:11:45)
6. Aligning CS and product through data-driven feedback (00:15:10)
7. The limits of health scores and AI-generated actions (00:21:28)
8. Will AI reshape CS orgs—or just make them more efficient? (00:25:24)
293 episodes
All episodes
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