A Day in the Life of a CSM: Workflows, Insights & AI That Help CSMs Scale Smarter

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 day in the life of a CSM powered by Gainsight. See how real-world workflows help teams bring structure, scale, and insight to every part of the customer journey—powered by AI, automation, and data-driven strategy.

🔍 What You'll Learn:

• Start the day strong with personalized Gainsight Home dashboards and actionable Cockpit views
• Use Staircase AI insights and health score reports to surface at-risk accounts
• Quickly get context using Cheat Sheets and Timeline summaries
• Stay proactive with AI-generated follow-up tasks and Success Plan tracking
• Streamline workflows using CoPilot, custom Cockpit views, and Playbooks
• Collaborate across teams with built-in tools like Timeline and communication workflows

💡 Why Attend?

"Whether you're new to Gainsight or looking to enhance your day-to-day approach to managing customers, this session offers a practical, end-to-end look at how CSMs use Gainsight to drive meaningful results."

We look forward to showing you how Gainsight helps every CSM become more efficient, proactive, and impactful—every single day. Let’s turn best practices into daily habits.