Glossary of Terms
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Session 1 - Understanding AI Across the Customer Lifecycle
Session 2 - Automating Customer Success Workflows with AI
Session 3 - Personalized Outreach and Customer Communication
Session 4 - Intelligent Health Scoring and Churn Prediction
Session 5 - Retention Strategies, Renewals and Account Growth
Session 6 - Designing an AI Powered Customer Success Workflow
Assessments
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Assessment - 1. Foundations of AI for Customer Success
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Assessment - 2. Automating Daily Customer Success Workflows
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Assessment - 3. Hyper-Personalized Customer Communication
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Assessment - 4. Intelligent Customer Health Scoring and Forecasting
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Assessment - 5. AI-Driven Retention, Expansion, and Strategic CS
Assignments
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Assignment - 1. Foundations of AI for Customer Success
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Assignment - 2. Automating Daily Customer Success Workflows
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Assignment - 3. Hyper-Personalized Customer Communication
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Assignment - 4. Intelligent Customer Health Scoring and Forecasting
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Assignment - 5. AI-Driven Retention, Expansion, and Strategic CS
Lab Activity
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Lab Activity - 1. Map Your Customer Success Lifecycle and AI Opportunities
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Lab Activity - 2. Guided Demo – Summarize a Long Customer Email with Gen AI
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Lab Activity - 3. Classify Data for AI Use
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Lab Activity - 4. Reflection – Personal AI Use Charter
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Lab Activity - 5. Identify AI‑Assist and Automation Opportunities in Your Daily CS Work
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Lab Activity - 6. Generate a 30‑Day Onboarding Plan + 3 Automated Emails with Gen AI
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Lab Activity - 7. Turn a Call Transcript into a CRM‑Ready Update with AI
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Lab Activity - 8. Learners label a set of sample tickets with category, priority, and ideal owner using an AI prompt guide
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Lab Activity - 9. Learners use prompt formulas to generate personalized emails, then manually refine tone and clarity
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Lab Activity - 10. Turn Usage Metrics into a QBR Agenda and Recommendations
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Lab Activity - 11. Label Email Sentiment & Urgency, Then Choose Next Action
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Lab Activity - 12. Define and Rank Customer Health Indicators
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Lab Activity - 13. Label Customer Health and Reasons with AI
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Lab Activity - 14. Predict Churn Risk and Choose a Proactive Play with AI
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Lab Activity - 15. Build a Simple “Next Best Action” Matrix with AI
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Lab Activity - 16. Generate Upsell Ideas and a Value-Based Pitch from Usage Data
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Lab Activity - 17. Design a 4‑Step “Save the Account” Playbook with AI
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Lab Activity - 18. Create a 1‑Page “Value Realization Summary” with AI
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Lab Activity - 19. Design Your Own AI Enabled CS Workflow (Capstone)
Capstone Projects / Case Studies
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Capstone Project - 1. AI-Driven Customer Sentiment Intelligence Dashboard
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Capstone Project - 2. Personalized Customer Onboarding and Adoption Recommender
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Capstone Project - 3. AI Productivity and Scale Framework for Customer Success
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Capstone Project - 4. AI-Powered Customer Support Copilot
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Capstone Project - 5. Customer Churn Prediction and Retention Engine
Sample Resumes
Interview Questions
Prepare your Linkedin profile
Prepare your Resume
Final Quiz
