AI for Customer Success: Health Scores, QBRs, and Playbooks

Customer success teams are under increasing pressure to retain accounts and drive renewals in a fast-paced environment. Artificial intelligence offers powerful new ways to analyze customer data, predict risks, and automate routine communications. In this text-based course, you will learn how to integrate AI into your daily customer success workflows. You will discover how to leverage modern data analysis techniques to build predictive health scores, streamline Quarterly Business Reviews (QBRs), and design proactive engagement playbooks that keep clients happy and engaged. What you'll learn: - Understand foundational AI concepts and essential terminology for business applications. - Apply prompt engineering basics to draft targeted customer communications and follow-ups. - Design AI-driven customer health scores to identify churn risks early. - Build automated playbooks that scale proactive customer engagement. - Utilize AI to analyze account data and prepare comprehensive Quarterly Business Reviews. - Explore how retrieval-augmented generation (RAG) concepts can help you quickly query internal knowledge bases to solve customer issues. The course begins with foundational AI definitions and basic concepts before moving into practical, text-based workflows. You will progress through step-by-step written scenarios that show you exactly how to apply these techniques to real-world customer success challenges. Designed specifically for beginners, customer success managers, and team leaders, this course requires no prior technical background or programming experience. Start reading today to transform your customer success strategy and proactively reduce churn using modern AI workflows.