GenAI Strategy focuses on applying GenAI to account planning, customer communication, data analysis, and identifying opportunity to drive more strategic Customer Success conversations.

What You'll Learn

Develop the ability to apply GenAI to real Customer Success work, improving how you analyze accounts, communicate with customers, and drive more strategic outcomes.

Skill Development:
  • Use GenAI to write clear, executive-ready customer updates
  • Create structured, outcome-focused QBR narratives
  • Strengthen communication with executive stakeholders
  • Build and refine outcome-driven success plans

Why It Matters

GenAI is not just a productivity tool. It enables CSMs to operate more strategically by turning data into insight, improving communication, and helping guide more effective customer conversations that drive outcomes.

Course Format

  • Length: ~40 minutes of self-paced, interactive content
  • Modules: 4 (includes guided prompts and hands-on exercises)
  • Skill Level: Entry-level to mid-career professionals
  • Access: Paid, 1-year unlimited access
  • Certificate: Instant digital certificate upon completion

Course Modules

  1. Using GenAI to Identify Renewal Risk and Expansion Opportunities
  2. Using GenAI to Write Executive-Ready Customer Updates
  3. Using GenAI to Create Executive-Ready QBR Narratives
  4. Using GenAI to Create Outcome-Driven Success Plans

Who This Course Is For

  • Customer Success Managers looking to improve execution and communication
  • CSMs ready to operate more strategically in their accounts
  • Professionals responsible for customer outcomes and retention
  • Anyone looking to apply GenAI to real Customer Success scenarios

Not-for-Profit Mission

CustomerSuccessU is a global not-for-profit organization committed to making career advancement accessible to everyone. We offer free and affordable courses, certifications, and resources to support individuals at any stage of their professional journey, whether they are beginning their careers, transitioning to a new field, or preparing for leadership roles.
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