WOCS San Francisco Presents - Build the System: An AI-Forward CS Playbook

🌟 What this is
Join Women of Customer Success and Horizon3.ai for an insightful evening tailored for customer success (CS) leaders. This event is designed for those eager to navigate the transformative journey of building an AI-forward customer success organization.

🔍 This isn't just another "AI 101" session! We'll explore the significant shift teams are currently facing: transitioning from isolated AI experiments to a practical, repeatable playbook that your entire team can utilize effectively.

💡 The core idea is straightforward: AI can boost efficiency, but it doesn't substitute the crucial judgment that guides decision-making. The key challenge lies in identifying the problem you're solving before implementing automation.

Expect:

• Honest conversations
• Practical takeaways
• An opportunity to network with other women leaders navigating one of the largest transformations in customer success today.

What you'll walk away with:

• A practical, clear understanding of what an AI-forward CS playbook entails.
• A diagnostic framework for identifying real problems before automation, so AI enhances your judgment rather than masking errors.
• Hands-on workshops featuring three real CS scenarios:
  • A chaotic sales handoff
  • Building a solid case for at-risk account resources
  • Diagnosing churn at its source, not just its symptoms
• Effective prompting methods to immediately transform call recordings, CRM notes, and usage data into collaborative insights rather than blame.
• Knowledge on where AI is beneficial and where it shouldn’t be applied.
• Tools to articulate churn and account risk across teams, promoting shared solutions instead of placing blame.
• Valuable connections with fellow CS leaders from across the Bay Area.

The Panel
🗣 Agenda:

• 4:30 – 5:00 PM - Arrival & Networking: Enjoy drinks and light bites while connecting with fellow Women of Customer Success prior to the program.
• 5:00 – 5:35 PM - Welcome + Fireside Chat: Join Amara Okoli (Horizon3.ai) and Christina Singh of Nora Studio in an open discussion about the practicalities of an AI-forward Customer Success playbook and the enduring importance of sound judgment.
• 5:35 – 6:05 PM - Interactive Workshop: Participate in a collaborative session tackling real-world CS scenarios focused on customer communication and churn risk.
• 6:05 – 6:20 PM - Group Discussion & Takeaways: Reflect with Amara and Christina on how AI can effectively support CS teams.
• 6:20 – 6:30 PM - Closing Remarks + Networking: End the evening with final thoughts, community announcements, and further opportunities to connect with peers.