The Chief Customer Officer Playbook for the AI Era   →

Resources for

The AI Playbook Vault

Download ready-to-use AI prompts, workflows or agent directions that deliver results immediately

Contributed by: Rod Cherkas

A custom AI assistant that knows your products, your customers, and your playbooks – available to every customer-facing team member for any question.

Contributed by: Glenn Hummel
A research-backed account overview that gives your team members a structured point of view on any customer before a strategic conversation.
Contributed by: Homer Tran
Turn any meeting transcript into a drafted follow-up email, meeting record, and logged feature requests automatically.
Contributed by: Rod Cherkas
Walk into every strategic customer conversation with a research brief, expansion hypotheses, and talking points.
Contributed by: Dayn Johnson
One click inside Gainsight surfaces verified account data and outputs one pre-approved set of talking points.
Contributed by: Rebecca Shirazi
A Gemini Gem that reads your Gmail, identifies risk signals across all your accounts, and drafts your weekly update.
Contributed by: Lane Holt
One prompt turns raw account data into a four-part strategic brief including silent churn detection and a VP-ready email.
Contributed by: Troy Lauer
Turn scattered account signals into a structured risk brief with evidence, owner mapping, and a 7-day get-well plan.
Contributed by: Ankur Patel
Score every renewal account with AI, produce a weighted forecast, and surface where human projections may be overly optimistic.

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Download Build a Customer Intelligence Brief for Any Account

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Download Automate Post-Meeting Administrative Work

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Download Use Deep Research to Uncover Expansion Opportunities

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Download Create Talking Points for your Customer Discussions

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Download Automate Your Weekly Risk Updates

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Download Build a Virtual CS Ops Strategist

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Download Build an AI Customer Risk Triage Brief

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Download AI Assisted Renewal Risk Scoring and Forecast Validation

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Download The Success Plan Aid

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Download What GREAT Looks Like™ - Renewals

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

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Download the Post-Sale Scaling™ Model Framework

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Download Recommended Books on Organizational Leadership and Interpersonal Effectiveness

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

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Download the Goal Setting Template for Customer Facing Leaders

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Download the CCO Strategic Roadmap Template and Examples

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Download the Strategy Offsite Planning Template and Worksheet

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Download Chief Customer Officer - Technology Stack Recommendations

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

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Download the ROI Calculator and Cost Savings Example and Template

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

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

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

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Download the Customer Success Experience - Segmentation Template

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

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Download The REACH Framework™: One-Page Cheat Sheet

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Download The REACH Framework™: Expansion Close Plan Template

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REACH Training Workshop Data Sheet

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Download the CCO Maturity Model™ Worksheet

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

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