Free AI CSM session

Learn AI tricks
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top CSMs use

Learn how AI-native CSMs use Claude, ChatGPT, and Gemini with graph8 to stay current on every account, catch churn risk early, prep QBRs faster, and turn fresh context into the right outreach.

 See what AI-native CSMs do differently

Everything here runs on graph8's free plan. No credit card, nothing to buy. Leave with a workflow you can use the same day.

Know what changed → Spot the risk early → Prep the conversation → Reach out with context → Save the renewal
Claude Desktop
graph8 connected
What changed across my book this week, and which accounts need me before the renewal?
2 accounts show a sharp usage drop Atlas renews in 31 days, champion went quiet Drafted a check-in for each at-risk account
Why now
Atlas usage dropped 38% and the renewal is 31 days out. Reach the champion today before it slips.
graph8 gives Claude the live account context. Draft opener
On the free plan
2 accounts at risk today
Trusted byEnterpriseteams on graph8
Western Union

The AI-native habits

The 10 workflows that keep CSMs current

Steal them now. Master them live, hands-on, in your own graph8. No fluff, no theory you can't use Monday morning. Each one keeps you closer to your accounts than the CSM next to you.

01 Know the account before the call

Pull usage trends, the stakeholders, recent tickets, and the last conversation into a brief in seconds, before you ever pick up.

Claude + graph8
02 Catch churn risk early

Let AI watch usage drops, login gaps, support spikes, and quiet champions, then surface the accounts that need you this week.

Health signals
03 Triage your book by what changed

Describe the segment in plain English, and graph8 returns the accounts that moved, scored on risk and renewal date so you work the right ones first.

graph8 MCP
04 Match effort to account value

Deep prep for your strategic accounts, a lighter touch for the long tail. Spend the time where the context earns it.

Prioritization
05 Turn context into a save play

Feed the risk signal and the brief into a check-in in your voice. Draft in Claude, send from your sequencer to keep it personal and on-brand.

Outreach + deliverability
06 Spot the expansion opening

Find accounts hitting usage limits, adding seats, or showing intent for an upsell, so you raise it at the right moment, not the renewal scramble.

Expansion
07 Lead with why now

Open on the trend and the recent change, not a generic check-in. Give them a reason this conversation matters today.

Outreach
08 Prep the QBR in minutes

Pull adoption, outcomes, open issues, and the roadmap asks into a deck-ready brief in 30 seconds before the meeting.

QBR prep
09 Operate from one AI command center

Connect graph8 to Claude Desktop once, then review the book, build risk lists, and draft by asking, with the send-gate on every action.

Claude Desktop
10 Turn your best save play into a repeatable skill

Save your best renewal or save workflow as a reusable command your whole team runs the same way.

Claude Code
Pick your track

Two ways in. Both free.

Need a quick win today, or the full set of workflows? Start with either.

Start here 1 session, about 45 minutes

Instant payback

Connect graph8 to your AI and walk out current today. In one live session you see what changed across your book, find the accounts at risk and why now, and draft a check-in, in plain English.

  • Claude Desktop connected to graph8
  • A live view of what changed in your book
  • A why-now check-in you can send today
Go deeper 5 weekly sessions, plus exercises

The full workflow series

All 10 workflows, taught live and hands-on: knowing what changed, QBR prep, risk targeting, save and expansion plays, and the human conversation. Each session ends with an exercise you run in your own graph8.

Live weekly, recorded, community included.

See the weekly series

The curriculum

Master all 10, live

The 10 workflows, taught hands-on across five weekly sessions. Each one ends with an exercise you run in your own graph8 and Claude.

Know what changed in your book

Know what changed in your book

Usage, health, and support signals. Spot the accounts that moved this week.

Prep the QBR in minutes

Prep the QBR in minutes

Build the brief: adoption, outcomes, open issues, and the roadmap asks.

Spot churn risk before it shows up

Spot churn risk before it shows up

The accounts at risk, and why now is the moment to step in.

Turn context into a save play

Turn context into a save play

Relevant check-ins and save plays across email and the call, from Claude.

Walk in current

Walk in current

Renewal prep, expansion conversations, and securing the commitment.

Outcomes

What you'll walk out able to do

Better context creates better conversations. Better conversations save renewals and grow accounts. These are the practical capabilities you leave with, not vendor hype.

See which accounts in your book changed this week, and why it matters.
Catch a churn signal early, while there's still time to act on it.
Prep a QBR into a tight brief in minutes, not a half-day of tab-hopping.
Spot the expansion opening and the right moment to raise it.
Turn fresh context into a check-in or save play that actually lands.
Walk into every renewal current, then reuse the workflow every day.
Why now

AI won't take your job. A CSM who knows how to use AI will.

Gartner predicts 95% of seller research will start with AI by 2027, up from under 20% in 2024. Source: Gartner
Yet Gartner expects fewer than 40% of sellers to actually get a productivity gain from it. The difference is knowing how to use it. That's what this session fixes. Source: Gartner
The GTM context layer

Your AI is only as good as its context.

Claude, ChatGPT, and Gemini are brilliant, but blind to your book of business. graph8 gives them your accounts, contacts, usage and intent signals, support history, and past conversations, plus safe execution. So they answer what changed and why now, not generic fluff. We go deepest on Claude Desktop and Claude Code, in plain English, no terminal anxiety.

Our focus
Claude
Claude Anthropic

Desktop + Code. Where we go deepest.

ChatGPT
ChatGPT OpenAI

Fast drafts and qualification.

Gemini
Gemini Google

Data-heavy research.

Build it where you already work

You'll learn to run it from Claude or ChatGPT.

graph8 connects as the context layer your AI can call: accounts, contacts, usage and health signals, support history, and safe execution. By the end you'll ask what changed and why now, and act on it, right where you already work.

connect graph8
https://be.graph8.com/mcp/

We walk through this live in the session. Paste once, sign in, and the graph8 context tools appear.

Claude.ai

Claude.ai

Add connector
Claude Desktop

Claude Desktop

Add connector
ChatGPT

ChatGPT

Add connector

Cursor

MCP config

Or DM the same agent on Slack, WhatsApp, or iMessage.

You'll learn to ask
What changed across my book this week? Which accounts are at risk before their renewal? Draft a why-now check-in for these 5 at-risk accounts
The human node

AI keeps you current. You own the relationship.

An AI-native CSM isn't replaced by AI. You let it keep you informed on every account, and you own the moments that retain and grow. This session trains both sides.

graph8 + Claude keep you current
  • Watch usage and health and surface what changed
  • Prep the account and draft the QBR brief
  • Flag which accounts are at risk and why now
  • Write relevant, why-now check-in drafts
  • Track the follow-ups so nothing slips
You own the relationship
  • Decide which accounts need a real conversation
  • Edit and approve before anything sends
  • Make the call and handle the hard moments
  • Align the stakeholders and the buying committee
  • Secure the renewal and the expansion
How it works

A free skills upgrade, not a webinar you forget.

Live, hands-on, and built to make it stick.

Live and recorded

Join the live session each week in the graph8 auditorium, or watch the recording any time. No seat cap.

A community to build with

Ask questions, share your work, and learn from other people going AI-native.

Exercises you actually run

Each session ends with a hands-on exercise in your own graph8, so the workflow sticks instead of staying theory.

Who it's for

Same session, built for your seat.

Everyone learns to stay current and act on context with AI. The workflows adapt to your role, whether you save renewals, grow accounts, run the CS org, or build the GTM stack.

CSMsAccount ManagersCS leadersOnboarding specialistsGTM engineers
Built on a decade of campaign data

The same engine that powered campaigns for Cisco, Okta, IBM, Yamaha, and Nasdaq, now a free GTM data layer. Real outbound outcomes, not synthetic data.

CiscoOktaIBMYamaha
Before you get started

Frequently Asked Questions

No. The CSMs who win are the ones who stay current, orchestrate AI, and own the human moments: the calls, the saves, the renewal conversation. This session trains you to be that CSM, not to compete with a bot.

No, and that's the point. AI keeps you current on every account and preps the context, so you catch risk early and reach out with a reason. You still own the relationship and the renewal. Retention is the result of better context, not a button.

Yes. The session and the workflows are free, and everything runs on graph8's free plan. You only spend graph8 credits if and when you run real execution like sending or calling, and you start with free credits to practice with.

No, you can follow along. A free account gets you the data layer to practice on during the exercises, with no credit card.

Both. There is a live session each week in the auditorium, and every session is recorded so you never miss one.

Each session is about 45 minutes, live weekly. Come to the ones you want, watch the rest recorded. Session one alone leaves you more current on your book that day.

The session is broad AI go-to-market. This page is tailored to CSMs, but account managers, CS leaders, and revenue leaders attend the same program.

Become the CSM who always knows what changed.

The CSMs pulling ahead aren't working harder. They stay current, catch risk early, and reach out with a reason. Get the same edge free, and start by seeing what changed across your book in session one.

  • Free. Runs on the free plan, no credit card.
  • About 10 minutes to set up. Plain English, no terminal.
  • Live weekly and recorded, so you never miss one.
  • All 10 workflows, hands-on in your own graph8.
  • Walk out of session one already more current on your book.