Customer Training Day
November 4, 2026
Customer Training Day Agenda
Kick off ZERO-IN 2026 with a full day dedicated to helping you and your team drive more value from your ChurnZero investment. This immersive experience combines peer-led discussions, strategic planning, hands-on training, and expert guidance, and we promise you’ll walk away with a clear, actionable plan.
This year, we are offering two tracks. Track 1 explores how to build an AI program for customer success. Track 2 focuses on digitizing customer business reviews.
Each track includes a strategic workshop to design your program, a ChurnZero training session to show you how to support it in the platform, and a configuration clinic to guide hands-on implementation directly in your own ChurnZero instance.
Training Details
Track 1
Build an AI program for customer success with ChurnZero
AI is changing how CS teams work and what they can take on. Most programs stall on where to start, what to automate, and how to bring the team along.
In this track, you’ll build a framework for launching or maturing your team’s AI program by defining your primary objective, mapping your biggest automation opportunities and seeing a ChurnZero AI program running end to end. You’ll leave knowing where your program stands today and what to build next.
HIGHLIGHTS
Strategy overview
- Set your program strategy and decide where your CSMs should use AI
- Choose the tools and workflows to automate, and when to automate them
- Address data security risks and safeguards before you build
- Roll out and train your team in four phases
- Govern the program with a plan for evaluation, tuning and maintenance
- Quantify the impact by measuring time savings and business results
Configuration clinic
- Put Meeting AI, Snapshot AI and Engagement AI to work inside the app
- Activate your digital teammates with Agents and the AI Marketplace
- Ground AI outputs in your business with Knowledge Sources and Intel Profile
- Extend the value beyond ChurnZero with ChurnZero Connect (MCP)
- See examples from fully deployed programs
- Find where you are on the ChurnZero AI maturity model
Track 2
Digitize customer business reviews with ChurnZero
Build automated digital quarterly business review decks for your customers with ChurnZero features you already have: Advanced Reporting, Renewal Hub, Custom Tables and Dynamic Slides. Through hands-on exercises, team challenges and a guided build session, you’ll walk away ready to:
- Cut the hours your team spends building decks, and deliver audience-tailored versions on a consistent cadence
- Put the same brand message in front of every customer, whichever CSM presents it
HIGHLIGHTS
Strategy overview
- Why business reviews went digital
- The data and features to reach for in your ChurnZero toolbox
- A live build of Dynamic Slides, from creation through management
You’ll break into groups to assess one business review use case (post-onboarding, standard cadence, or pre-renewal) and follow a five-step process to shape the ideal digital review, putting the features and processes you learned to work.
Configuration clinic
Learn best practices and tactical tips for building a digital business review with Dynamic Slides. You’ll get a deck template with three to five slides and build your own review, with facilitators on hand for extra guidance.
Customer Training Timeline
8:00 AM – 9:00 AM
Registration and welcome
9:00 AM – 12:00 PM
Sessions
12:00 – 1:00 PM
Lunch
1:00 PM – 4:00 PM
Sessions
4:00 PM – 4:30 PM
ChurnHero Award Ceremony
4:30 PM – 5:30 PM
Happy Hour
Save big! Reserve your spot today.
General Admission
Early Bird- Conference attendance: $995
- Conference + Customer Training Day: $1,295
General Admission
Full Price- Conference attendance: $1,195
- Conference + Customer Training Day: $1,495
Early Bird extended to Sept 9 at 11:59 p.m. ET
Bringing a colleague or your team to ZERO-IN?
4–9 tickets: Get 15% off!
10–14 tickets: Get 20% off!
15+ tickets: Get 25% off!
Contact zero-in@churnzero.com to reserve space for your team today.
Customer Training Day Sponsor
