Turn your LLM into a Customer Expert

I have a call with [Account] this week. Using Gainsight, give me a prep brief under 250 words:

Snapshot: ARR, renewal date, CSM, segment, and anything unusual on the account (overdue payments, owner changes)

Health: overall score, the two weakest measures, and the trend

Open work: open CTAs and success plan objectives, flag anything overdue

Recent history: the last 5 meetings or calls in the past 90 days (skip newsletters and automated emails)

Staircase AIIf Staircase AI is connected, add what the customer has said recently: their worries, key stakeholders and how engaged they are, commitments we made that are still open, and anything they asked for that we haven't answered. Cite the source for each.

End with the top 3 things to raise and one question to ask.

Show me my active accounts (ARR above zero) renewing in the next 120 days. If my portfolio isn't set up, use accounts where I'm the CSM.

For each: renewal date, ARR, health label and open risk CTAs. Rank by lowest health, then soonest renewal, then highest ARR. Top 10 only.

Flag any renewal date that has already passed as a data issue.

Staircase AIIf Staircase AI is connected, look up each account by name and add its sentiment and last customer engagement, and call out any account where that disagrees with the health score.

Why is [Account]'s health where it is? Show the measures that carry weight in the overall score, which are weakest, and when the score last changed.

Check what happened around that date (new CTAs, risks flagged, key meetings) to explain the change.

Staircase AIIf Staircase AI is connected, compare with the customer's sentiment and recent communications, and tell me where they tell a different story.

Then suggest 3 actions that would move the weakest measures.

Pull all open CTAs on [Account], whoever owns them. Flag anything overdue, not updated in 60+ days, or owned by someone no longer on the account.

For each, check the timeline, and Staircase AI if connected: if the work looks done, recommend closing it and show the evidence; if not, draft the next step.

Show me the list first. Do not change anything until I tell you which ones.

Here are my notes from today's call with [Account]: [paste notes or transcript]

Draft a timeline entry with the date, attendees, a short summary, decisions and next steps.

For each follow-up, propose a CTA or task with an owner and due date. Check for an existing open CTA first and add to it instead of creating a duplicate. If an owner isn't a Gainsight user, assign it to me and name them in the task.

Staircase AIIf Staircase AI is connected, flag anything that conflicts with what we told the customer earlier.

Show me everything first and only log it after I approve.