Catalogue/Tier 3 · Job Skills/Sales & Commercial

AI+ for Customer Success & Retention cover

T3-98 · Tier 3 · Job Skills

AI+ for Customer Success & Retention

Reduce Churn, Accelerate Adoption and Grow Account Revenue with AI

The accounts that churn quietly never announce themselves.

You know which accounts are in trouble. Mostly. The problem is you find out two months after the trouble started — when a health score you haven't had time to update finally catches up to a reality you'd sensed but couldn't act on. This book gives you the RETAIN Protocol, 50+ copy-ready prompt templates, and a 90-day implementation plan to manage your portfolio proactively — catching risk early, communicating with precision, and walking into every renewal already knowing what you need to say. Built by an AI engineering firm for CSMs who are good at the relationship — and need a system that matches their standard.

Tier

Tier 3 · Job Skills

Category

Sales & Commercial

Format

Guide

Updated

Q2 2026

Read full bookSee in 3 bundles

Inside

50+ copy-ready prompt templates for health scoring, outreach, QBR synthesis, churn intervention, and renewal preparation
The RETAIN Protocol — a six-stage customer success lifecycle framework that runs across your whole portfolio simultaneously
The PULSE Account Health Framework applied to CS — five dimensions that surface renewal risk before the customer stops responding
A QBR preparation workflow that cuts prep time from 4 hours to 30 minutes without cutting quality
A 90-day AI implementation plan sequenced across four capability tracks, with specific actions, metrics, and milestones

Who this is for

Customer Success Manager (CSM) at a SaaS, technology, or subscription-based business. 2–8 years experience. Manages a portfolio of 20–80 accounts. Familiar with CRM and CS platforms but uses AI tools inconsistently or not at all.

Also for:Head of Customer Success / VP CS building team playbooks and processes. Account Manager transitioning into a CS-oriented role. Customer Experience Manager in a recurring-revenue business.

You’ll be able to

Apply the RETAIN Protocol to manage the full customer lifecycle — from onboarding through renewal and expansion — using AI-assisted workflows
Construct and interpret AI-assisted account health scores using the PULSE framework to identify at-risk accounts before churn occurs
Design and deploy proactive engagement sequences with AI-drafted personalised outreach at scale
Prepare QBRs, renewal business cases, and expansion proposals using AI-powered data synthesis and value narrative generation
Build a 90-day implementation plan for introducing AI tools into a customer success function

What’s inside

Diagnostic: How AI-ready is your customer success practice?
Chapter 1: The Customer Success Imperative
Chapter 2: Reading Your Accounts
Chapter 3: Onboarding and Time to Value
Chapter 4: Proactive Engagement at Scale
Chapter 5: Churn Prediction and Risk Response
Chapter 6: QBR Preparation and Value Reporting
Chapter 7: Renewal Management
Chapter 8: Expansion Revenue and Customer Advocacy
Chapter 9: CS Operations and Team Efficiency
Chapter 10: Your 90-Day Customer Success AI Plan
Back matter: Skill Summary · Recommended Next Reads · Glossary · Tool Reference

Built by an AI engineering firm for CSMs who are good at the relationship — and need a system that matches their standard.

Appears in 3 bundles

IND-09The Retail & Hospitality AI Pack ROL-04The Sales Professional's AI Pack SKL-07The AI People Skills Pack

Reads well with

Often packaged with this title.