Build Your Customer Success Agent
An agent that turns customer calls into follow-ups, drafts account reviews and flags at-risk accounts every week. Built with you in 3 sessions.
Churn rarely surprises the data. It surprises the team that didn't look. I use AI to prep account reviews, track follow-ups after every customer call and flag accounts that are going quiet. We'll build the same for your team. This is for you if: - You manage customer accounts and spend hours preparing reviews and renewals - Follow-ups after customer calls slip through the cracks - You find out a customer is unhappy when they're already leaving In our sessions, we will: - Session 1: Define account health: which signals in your product data, CRM and support tickets predict renewal or churn. - Session 2: Build the agent: meeting notes become follow-up emails and CRM updates, and an account review deck gets drafted from your data. - Session 3: Add the early-warning routine: a weekly at-risk list with suggested next steps, delivered to Slack or email. You'll leave with: - A customer success agent connected to your CRM and meeting notes - An account review template it fills in for you - A weekly at-risk account report
What's included
Meet your expert
Liza M.
Get 10 Hours Back Every Week: AI Automation Coaching for Business Leaders
I’m a second-time immigrant, a founder, and a mom to two little girls — and I’m passionate about helping the next generation of entrepreneurs and immigrants unlock the opportunities the U.S. has to offer. With a technical background in Computer Science and Electrical Engineering, I spent nearly a decade at Microsoft, growing from engineer to product leader on billion-dollar businesses. Since then, I’ve built and scaled a global marketplace from the ground up, raised venture funding, and navigated the highs and lows of entrepreneurship firsthand. Now I want to share that hard-earned experience — from breaking into tech as an immigrant, to leading product at scale, to fundraising and building a company — so you can accelerate your journey, avoid common pitfalls, and become the best version of yourself.
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