[Un]Churned – The No. 1 Podcast for Customer Retention

Inside Pulse: How 7 CS Leaders Are Moving Their Biggest Boulders With AI

15 snips
Oct 8, 2025
Customer success leaders share how they're handling massive renewal volumes, with Rockwell Automation managing over 100,000 renewals. They highlight the shift from time-based outreach to AI-driven engagement signals. Fleetio discusses using AI to automate CSM tasks, allowing them to focus on strategic advisory roles. Insights on effective change management and AI's role in analyzing customer feedback reveal essential strategies for driving retention and efficiency. The conversation also covers the importance of integrating data from various systems to enhance overall customer health.
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ANECDOTE

Big Rocks Program Scales Renewals

  • Angel Rogers described Rockwell Automation's “Big Rocks” program that focuses quarterly on top priorities to guide work.
  • She explained they handled 100,000 renewals last year with 300 CSMs and reinvest AI time savings into proactive success.
ADVICE

Trigger Outreach By Signals Not Calendar

  • Use data-driven signals to trigger outreach instead of time-based cadences like 30-day checks.
  • Empower CSMs with AI insights so they engage customers at the right moments.
INSIGHT

AI Reveals Hidden Time Waste

  • Staircase revealed CSMs were spending over 3,000 hours per quarter scheduling meetings, exposing hidden waste.
  • Identifying tool and skill gaps let Rockwell reclaim hours for higher-value customer work.
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