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NEW WEBINAR

13 AI Use Cases for Post-Sale Teams

Ahad Arain

Want to know what professional services teams are doing with agents? Join Rod Cherkas, Founder of Hello CCO, and Ahad Arain, Director of Professional Services at Everest, to review the best uses today—from digital twin training to tools that let CSMs prototype new customer experiences.

→ This is a strategy-level webinar for CFOs, CCOs, financial teams, and post-sale leaders.

→ WEBINAR APRIL 23, 2026 | 9AM PT / 12PM ET

Trusted by fast-growing startups on up to the world's largest banks and manufacturers

THE AGENTIC OPPORTUNITY

Somewhere out there is the next one-person post-sale team carrying a $1 billion quota

We don't know who they are yet. But it's a guarantee they are already experimenting with the list of use cases Rod and Ahad will cover in this webinar. AI raises many financial questions: What headcount will be necessary in two years? What skills should you hire for? What budget is necessary? And how must faster can you expect post-sale teams to flip over to profitability?


Join to hear from two leaders on the verge of this future.

Rod Cherkas is a trusted advisor to chief customer officers and post-sale executives 

With 20+ years leading customer-facing teams at companies like Intuit, Marketo, RingCentral, and Gainsight, he now helps organizations increase NRR, scale efficiently, and adopt AI with confidence.

Rod is the author of The Chief Customer Officer Playbook and REACH: A Framework for Driving Revenue Growth From Your Existing Customers.

Learn about HelloCCO
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Customer-facing leaders are now in a position to deliver more impactful results than ever. But AI is dividing teams into two camps: Those who only know how to grow by doubling headcount, and those using AI to rewrite the unit economics of what it takes to grow a customer relationship. I get to peer into a lot of orgs and I'm excited to share my top uses.
Rod CherkasFounder, HelloCCO

Ahad Arain is Director of Professional Services at Everest

Ahad runs a white glove implementation team that routinely switches mid-market companies off their old ERP onto Everest's AI-native ERP platform in 2-3 months. That's only possible because Ahad's team has a mandate to achieve 10x more with the same headcount. And Everest is one of the AI tools they use to do it.

Prior, Ahad ran his own AI-enabled consultancy and has spent 12+ years implementing ERPs such as NetSuite. 

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For the first time in history, professional services teams have a tool that cuts down the complexity of their work—AI. Agentic workflows can now complete work autonomously. I'm excited to share how our team uses AI to scale our impact, and tips that every financial executive must know about budgeting for the post-sale team's future.
Ahad ArainDirector of Professional Services, Everest

Can you guess Rod and Ahad’s top use cases?

AI is a multi-dimensional puzzle, and the pieces keep changing. New models arrive weekly and new updates hit the market daily. There are thousands of AI apps. In this webinar, Rod and Ahad will cut through what's hype and what's real with true examples of mid-sized and larger companies servicing billions in retained revenue.

  • AI-assistanted handoffs

    Auto-gather documents, transcripts, Slack notes, and CRM logs to do what no sales team ever actually did: Generate legible, customer-facing handoff notes that serve as a mutual contract.

  • Smart onboarding

    Auto-personalize training flows to clients based on their use cases. And reduce or eliminate training for users who need only chat with the AI assistant.

  • Prototype new customer experiences

    Use AI to envision new flows, screens, and experiences before investing hundreds of hours building them out.

  • Agentic requirements gatherers

    Save the client from repeating themselves. Gather stronger, comprehensive requirements written in the customer's own language.

  • CSAT early warning system

    Pick up on signals like product and email activity to flag accounts for intervention, and warn when implementations are headed off track.

  • Generate new apps on the fly

    Use AI to build your own bolt-on software without the subscriptions. Create BI tools, product usage trackers, scheduling tools, training tools, and more.

  • Next-best actions and churn levers

    Auto-generated notes and touches from account guardians to head off churn and help your consultants skip the research. Prioritize by NRR potential.

  • Auto-generated documentation

    Auto-generate and edit SOWs using AI. Analyze contract changes and anticipate future issues.

  • Automated QBRs

    Set your updates decks to build themselves, populated by each successive meeting’s takeaways.

  • Automated renewal campaigns

    Generate notes that deliver real value far in advance so the renewal notice isn’t a surprise, and customers don't feel you only reach out at renewal time.

  • User-generated dashboards

    Give consultants and CSMs the tools to generate reports and visualizations. What is each account’s path to hitting its milestones, and renewal?

  • Self-healing FAQ and knowledge system

    Accessible through a chat or voice interface, to both reps and customers. It learns based on resolutions.

  • And more ...

Join this webinar for real actionable insights from 100s of post-sale orgs

Implementation and success teams have one of the hardest jobs in SaaS. Nobody has more boxes to check or procedures to complete, with more at risk. Get your team experimenting with low-order productivity use cases to eventually unlock agentic use cases.

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