The Chief Customer Officer Playbook for the AI Era   →

7 Questions Every Post-Sale Leader Should Ask About AI

7 Questions Every Post-Sale Leader Should Ask About AI

Most organizations don’t have an AI problem, their Post-Sale Leaders just aren’t asking the right questions.

Good Decisions Require Questions From Post-Sale Leaders

Over the last several months, I’ve spoken with Customer Success leaders, Chief Customer Officers, and CS Operations teams who are rapidly adopting AI. What I’ve noticed is that the challenge isn’t poor decision-making. It’s the accumulation of many good decisions.

A Customer Success Manager creates a custom GPT for QBR preparation. An implementation team builds an onboarding workflow. Support introduces AI-powered case triage. Operations connects AI into Salesforce, Zendesk, Gong, or Gainsight.

Each initiative makes perfect sense on its own.

The problem is that very few organizations stop to evaluate what all of those initiatives add up to collectively. As I discussed recently in AI Workflow Management, the future of post-sale leadership is becoming increasingly operational. Leaders are no longer managing only people and processes. They’re also managing a growing ecosystem of AI-powered workflows.

Start With These 7 Questions

If you’re wondering whether this applies to your organization, try answering these seven questions.

1. Do You Have a Complete Inventory of AI Workflows?

Could you produce a list of every AI agent, custom GPT, automation, and workflow being used across your post-sale organization?

2. Do You Know Who Owns Each One?

If something breaks tomorrow, is it clear who is responsible for fixing it?

3. Is Every Workflow Tied to a Business Outcome?

Can you explain what each workflow is intended to improve and how success is measured?

4. Do You Know What People Actually Use?

Many AI projects launch successfully but quietly fall out of use months later. Do you know which workflows are still creating value?

5. Do You Understand Your AI Spend?

Between subscriptions, model usage, token consumption, and embedded AI tools, costs can grow quickly. Can you quantify what you’re spending?

6. Have Multiple Teams Built the Same Thing?

It’s increasingly common for different groups to create slightly different versions of similar workflows. Do you know where duplication exists?

7. What Happens If the Creator Leaves?

If a critical workflow was built by one employee, would anyone else understand how it works or whether it should continue running?

This Is What AI Agent Debt Looks Like

If those questions are difficult to answer, you’re not alone. What you’re seeing is a natural byproduct of AI adoption moving faster than the operating model designed to support it.

Many organizations are still progressing through different stages of AI adoption. The challenge is that the capabilities required for experimentation are very different from those required for scale. That’s a theme I explored in AI Maturity Model, where I discuss the transition from isolated experiments to repeatable operational practices.

The First Step Is an Agent Registry

That’s why one of the first recommendations I make to leaders is surprisingly simple. Create an Agent Registry. You don’t need specialized software, a spreadsheet is enough. Document what exists, who owns it, what it costs, what systems it touches, and what business outcome it’s intended to improve.

Visibility Comes Before Optimization

Visibility creates the foundation for every governance decision that follows. Before organizations can optimize AI, they first need to understand what they’re running. And before leaders can demonstrate ROI, they need visibility into where AI is creating value in the first place. That’s one reason the business impact of AI often feels difficult to measure despite being very real.

The organizations that get ahead of this challenge won’t necessarily be the ones adopting the most AI. They’ll be the ones creating the visibility, governance, and operational discipline needed to manage it effectively.

Rod Cherkas

Rod Cherkas is a well-respected consultant, advisor, author, and speaker. He has been a post-sale executive at several of the world’s most customer-centric companies including Intuit, RingCentral, Marketo and Gainsight. He is the founder and CEO of HelloCCO, a strategy consulting firm that partners with innovative companies across diverse industries to develop, execute and scale strategies for their customer-facing functions. His clients rave about their “repeatable results with Rod”.

Download AI Assisted Renewal Risk Scoring and Forecast Validation

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Build an AI Customer Risk Triage Brief

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Build a Virtual CS Ops Strategist

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Automate Your Weekly Risk Updates

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Create Talking Points for your Customer Discussions

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Use Deep Research to Uncover Expansion Opportunities

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Automate Post-Meeting Administrative Work

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Build a Customer Intelligence Brief for Any Account

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download The Build a CS Companion for Your Team Recipe

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download The Success Plan Aid

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download What GREAT Looks Like™ - Renewals

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

30 ChatGPT Prompts for your Customer-Facing Teams During Economic Uncertainty and Tariff Disruption

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download the Post-Sale Scaling™ Model Framework

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Recommended Books on Organizational Leadership and Interpersonal Effectiveness

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Recommended Books on Public Speaking, Storytelling, and Creating Impactful Presentations

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download the Goal Setting Template for Customer Facing Leaders

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download the CCO Strategic Roadmap Template and Examples

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download the Strategy Offsite Planning Template and Worksheet

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Chief Customer Officer - Technology Stack Recommendations

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Defining the Hiring Criteria for the CCO/SVP/VP Position

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download the ROI Calculator and Cost Savings Example and Template

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download ICONIQ Growth - Topline Growth & Operational Efficiency - SaaS Industry Metrics

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download Gainsight's Customer Success Board of Directors Template Slide Pack

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download the Cost-of-Delivery Analysis Template for Customer Success Teams

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download the Customer Success Experience - Segmentation Template

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download The REACH Framework™: Asking Probing Questions to Uncover Expansion Clues

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download The REACH Framework™: One-Page Cheat Sheet

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download The REACH Framework™: Expansion Close Plan Template

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

REACH Training Workshop Data Sheet

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Download the CCO Maturity Model™ Worksheet

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.

Get 250+ Tips and ChatGPT Prompts for CCOs and Customer-Facing Teams So You Can Easily Get Started with AI

You will also be subscribed to my periodic newsletter. I respect your privacy. Unsubscribe at any time.