How to Build a Customer Champion Program: Steps and Example (2027) A 5-step method to identify customer champions, score them on success, and measure network value instead of LTV. Includes a 60-account worked example.
Hermes Agent for Enterprise: Run a Proactive AI Agent (2027) Scale a Hermes-style agent from one engineer to every team: least privilege, approval workflows, audit logs and kill criteria for proactive AI agents.
How to Analyze Customer Feedback at Scale With AI (2027 Method) A 7-step method to classify customer feedback with AI: fixed taxonomy, blind 5% audit, and ranking by accounts and ARR. Includes a worked example.
How to Get an AI Daily Brief of Your Customer Calls in 2027 Build an AI daily brief of your customer calls in 7 steps. Catch churn risk, unanswered questions, and broken promises with a spreadsheet or BuildBetter.
Granola for Enterprise: No-Bot AI Notetaker Rollout (2027) Roll out a no-bot AI notetaker company-wide: 8 policy steps for capture, visibility, retention, SSO and consent, plus a 2-week Granola rollout plan.
How to Build an AI Customer Issues Report by Severity (2027) Rank customer issues by severity, accounts and ARR. A 6-step method, scoring rubric, worked example and spreadsheet template for weekly reviews.
How to Keep Projects Up to Date Automatically With AI (2027) A 6-step method for automated project status updates from Jira, GitHub, Slack and meeting notes. Now/Done/Next template, worked example and tool guide.