A Day in the Life of a CSM: Workflows, Insights & AI

What does a high-impact, high-efficiency Customer Success Manager's day really look like?

Join us for a live, interactive walkthrough of a typical CSM day powered by Gainsight. See how real-world workflows bring structure, scale, and insight to every part of the customer journey through AI, automation, and data-driven strategy.

What You'll Learn:

• Walk into every day with a clear plan and the right priorities already in front of you using Gainsight MCP
• Go deeper with personalized Gainsight Home dashboards and actionable Cockpit views
• Surface at-risk accounts before they escalate using Staircase AI insights and health score reports
• Get up to speed fast on any account with Cheat Sheets and Timeline summaries
• Stay ahead of your book with AI-generated follow-up tasks and Success Plan tracking
• Streamline your day with CoPilot, Staircase AI, custom Cockpit views, and Playbooks
• Keep your team aligned with Timeline and built-in collaboration tools

Why Attend?

Whether you're deepening your Gainsight practice or looking to sharpen your day-to-day approach, this session offers a practical, end-to-end look at how high-performing CSMs use Gainsight to drive meaningful results every single day.

Let's turn best practices into daily habits. We'll see you there.