Build a Custom AI Assistant for Your Post-Sale Organization
Watch the replay of the webinar for post-sale teams who want to easily create a GPT, Copilot Agent, Gemini Gem, or Claude Project to boost productivity, consistency, and impact!
In this hands-on session, post-sale advisor Rod Cherkas shows how Customer Success, Professional Services/Implementation, Support, and Account Management teams can build private, company-specific AI assistants that deliver smarter, faster, more consistent customer experiences.
Why this matters
Budgets are tight and expectations are higher. AI is everywhere, but most post-sale teams aren’t getting meaningful value yet.
Rod demonstrates a practical, no-code approach you can set up in about an hour or two using tools many companies already have (ChatGPT, Microsoft Copilot, Google Gemini, or Anthropic Claude).
No coding. No new procurement. No waiting on IT. Just real-world value, starting now.
What You’ll Learn
- How to create your own Custom GPT (or Gem / Copilot Agent)
- How to train it on your company’s product, process, and customer content
- How post-sale teams can use it for onboarding, QBR prep, renewals, and enablement
- Real examples from companies like Gong — including the exact setup instructions
- How to build a “CS Companion” GPT that helps every CSM sound like your best CSM
Highlights from the session
1) The AI-POWER Framework
How to apply AI for Personal leadership, Outcomes, Workflows, Enablement, and Relationships—so it drives value, not just novelty.
2) Live build: the Gong CS Companion
Rod walks through creating a private assistant that understands your offerings, answers product questions, summarizes resources, and reinforces consistent messaging—then shows where the same capability lives in Copilot (Agents), Gemini (Gems), and Claude (Projects).
3) Prompts that generated a “wow”
- New-hire onboarding plan (plus day-by-day agendas)
- Renewal prep & expansion opportunities
- Customer storytelling (“explain it like a story”)
- 90-day implementation success plan
- 5-email onboarding nurture stream (with first drafts)
4) Simple steps to start this week
You don’t need perfect data or technical skills. Screen-scrape your website, add a few key resources, paste clear instructions, and go.
What makes this approach work
- Private to your workspace: Upload your materials (website copy, data sheets, playbooks) so the assistant answers in your company’s voice.
- Lightweight setup: Unformatted docs are fine—AI can parse them. Start with a couple of files; expand later.
- Focused knowledge = better answers: Narrow, high-quality inputs beat dumping “everything in Drive.”
Platform-agnostic: Use the same workflow in ChatGPT (GPTs), Microsoft Copilot (Agents), Google Gemini (Gems), or Anthropic Claude (Projects).
Who it’s for
- Customer Success (CSMs, leaders)
- Professional Services / Implementation
- Account Management / Renewals
- Support (for high-level guidance; deep troubleshooting typically needs more specialized setup)