Save hours every week. Eliminate repetitive tasks. Focus on what matters most—your customers.
🌟 Why This Matters
Customer Success Managers spend up to 40% of their time on admin tasks—copying notes, categorizing calls, sending reminders, and updating sheets.
What if you could automate all of that with the tools you already use—Google Sheets, Gmail, and Slack—without coding experience or a big budget?
That’s exactly what this program helps you do.
🔹 What You’ll Achieve
- 📋 Smarter Meeting Notes
- Automatically summarize unstructured notes into clear categories.
- Highlight key discussion points in seconds.
- 💬 Sentiment & Risk Analysis
- Detect early signs of churn from negative feedback.
- Flag competitor mentions and product concerns.
- Spot upsell opportunities before they slip away.
- ⚡ Real-Time Alerts in Slack/Teams
- Receive instant notifications when risk or upsell signals appear.
- Keep your team aligned without checking dozens of spreadsheets.
- 🛠️ No Coding, No Expensive Tools
- Use Google Sheets + App Script + Gemini/OpenAI.
- Generate automation scripts with AI using simple prompts.
🔹 Why This Approach Works
✅ Cost-Effective – Built on free tools you already use (Google Sheets, Gmail, Slack).
✅ Easy to Implement – AI writes the code for you. Copy, paste, and go.
✅ Scalable – Works whether you’re a solo CSM or a large team.
✅ Future-Proof – Builds the “AI-first” mindset to stay competitive.
🔹 Who This Is For
- Customer Success Managers drowning in manual notes and follow-ups.
- Startups & Scale-Ups needing automation without buying expensive CS platforms.
- Business Owners who want simple, AI-powered workflows.
- Anyone looking to integrate AI into their day-to-day operations.
🔹 How It Works
- Step 1 – Identify a repetitive task
(Meeting notes, reminders, email follow-ups, sentiment tracking). - Step 2 – Set up a Google Sheet template
Use our pre-built formats for notes, categories, and alerts. - Step 3 – Leverage AI to generate App Script code
With structured prompts (PCTF framework), Gemini/OpenAI builds your automation. - Step 4 – Automate & Scale
Link to Slack/Teams, set daily triggers, and free up 5–10 hours a week.
🔹 Success Story
💡 “I built a lightweight CRM in Google Sheets for my real estate business. Using App Script + AI, agents now get automatic follow-up reminders. No expensive software, no coding headaches—just Google tools.” – Community Member
🔹 Your Next Step
✨ Don’t spend hours on tasks AI can do in minutes.
👉 Join our AI-First Customer Success Community and get:
- Ready-to-use Google Sheets templates
- Step-by-step setup guides
- Access to live workshops & meetups
- Ongoing support from peers and experts
