Chad Horenfeldt

Cohort 1

Learn practical AI customer success workflows so you can save time, think strategically, and stand out.

AI-Powered CSMs: From Reactive to Strategic

Principal Customer Success Manager

Learn to apply AI to the CS work that currently stresses you out: customer research, discovery prep, call evaluation, and presentation creation. You'll master practical prompting with the PLAN framework, build reusable agents for your daily workflows, and create polished presentations using Gamma. By the end, you'll have a personal library of AI tools you can deploy immediately to work smarter and position yourself as a strategic advisor. This isn't another generic AI course filled with theory. You'll build real prompts for the 3Cs research framework, create custom agents that evaluate your calls using OARS, and transform raw customer data into executive-ready QBR decks—all based on proven Customer Success frameworks from The Strategic Customer Success Manager. Every exercise maps directly to the challenges you're facing at work, so the learning sticks and you can apply it the very next day.

From AI-anxious to AI-confident: Build prompts, agents & dynamic presentations

Course syllabus

You've used ChatGPT or similar AI tools for basic tasks like writing emails or summarizing content.

Basic AI use

Wednesdays - Feb 4 and 11

Feel free to type out dates as your title as a way to communicate information about specific live sessions or other events.

May 7, 2022

Schedule items can also be used to convey commitments outside of specific time slots (like weekly projects or daily office hours).

Weekly projects

Course schedule

CS Leaders: You're pressured to leverage AI but don't know where to start. Learn to build workflows that modernize your team &amp; reduce work.

CSMs. You've used AI for basics but can't apply AI strategically. Master prompts and agents to work faster and avoid becoming replaceable.

Aspiring CSMs: You lack formal CS experience and need AI skills to stand out. Build strategic capabilities that level the playing field.

This course is for CS leaders, and current and aspiring CSMs who want to confidently use AI to work strategically & accelerate their careers

What you’ll get out of this course

You'll build prompts using the PLAN framework to research accounts using proven frameworks. Instead of scrambling before calls, you'll generate deep insights in minutes—understanding business context, competitive pressures, and stakeholder priorities.

Master AI-powered customer research that transforms how you prepare for every meeting

You'll create working agents that analyze your customer conversations using strategic frameworks. These agents will score your discovery calls, identify missed opportunities, and provide actionable feedback—turning every conversation into a learning opportunity.

Build custom AI agents that evaluate your calls and accelerate your CS skills development

You'll transform raw customer data into polished presentations using Gamma AI. Learn to go from meeting notes to a complete, design-rich presentation in under 15 minutes—freeing you to focus on strategic outcomes and executive storytelling instead of wasting time on slides.

Generate executive-ready presentations in minutes using AI and eliminate slide design stress

You'll walk away with 6-10 battle-tested agents for research, discovery prep, call evaluation, and strategic planning—plus 2-3 custom agents built specifically for your CS workflows. These are practical tools mapped directly to your daily work that you can deploy immediately.

Create a personal library of reusable prompts and agents you'll use every single day

How CS Teams Can Use AI to Run Better Customer Meetings

Chad Horenfeldt is a trusted customer success leader with 20+ years in SaaS.

Using AI prompting to leverage proven frameworks to understand your customers and attain their trust.

How to use AI to prepare for customer meetings strategically

Use AI to lead meetings with clear priorities. Leverage strategic questions to uncover essential details & drive action.

How to use AI to lead higher-quality customer conversations

Create a structured, AI-driven assessment to improve your meeting performance and uplevel your CS game.

Learn directly from Chad Horenfeldt

Chad Horenfeldt

Courses

AI-Powered CSMs: From Reactive to Strategic

Lightning Lessons

How CS Teams Can Use AI to Run Better Customer Meetings