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E292 | How AI Is Rewriting the Customer Success Playbook: Lessons from 600+ CS Teams

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Manage episode 488093141 series 2505086
Content provided by Andrew Michael. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Michael or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

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

Artwork
iconShare
 
Manage episode 488093141 series 2505086
Content provided by Andrew Michael. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Andrew Michael or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

  continue reading

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

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