Data-driven customer success strategy using ChatGPT, dashboards, and automation to reduce churn and improve feature adoption.
🔹 AI-Powered Customer Success & Analytics – Finzooid (2019–2022)
This project demonstrates how I led the transformation of customer success operations at Finzooid using GenAI tools and data automation. As a Customer Relations Manager, I integrated generative AI into feedback analysis, reporting, and engagement workflows to improve retention, reduce churn, and drive proactive success strategies. 🤖 GenAI & Automation-First Approach
ChatGPT + Internal Data → Summarized open-ended feedback into actionable themes within minutes
AI-Powered Success Plans → Generated custom engagement content tailored to client usage trends
Predictive Churn Dashboards → Used AI-generated signals to trigger timely success interventions
Campaign-Linked Content → Matched LinkedIn/email posts with client segment behaviors
📌 Replaced manual reporting and subjective feedback analysis with intelligent, repeatable GenAI workflows
🛠️ Tools & Technologies Used
ChatGPT / GenAI – Feedback summarization, outreach messaging, campaign planning
Power BI – Dashboards for CSAT, feature adoption, and churn risk analytics
Buffer – Automated social scheduling aligned with lifecycle events
SQL – Customer usage analysis & segmentation
Google Sheets / Excel – KPI tracking and campaign calendar management
📈 Outcomes Delivered
🚀 +30% feature adoption through AI-informed outreach triggers
⚠️ Churn risk flagged 2–3 weeks earlier using dashboard prediction models
🧠 Reduced time-to-insight by 60% using GenAI-based summarization
📣 Personalized content and success plans improved retention and executive engagement
📂 Files & Live Samples 📊 dashboards
KPI Dashboard [.pbix](https://drive.google.com/file/d/12vfqBLqAT8TOF2yQUttM_67uWIOHQN3r/view?usp=sharing)
Churn Risk Dashboard [PDF](https://drive.google.com/file/d/12vfqBLqAT8TOF2yQUttM_67uWIOHQN3r/view?usp=sharing)
🤖 genai-examples
Prompt: Feedback Summarization
(Coming Soon) GenAI-generated Success Plan Template
🧮 sql-queries
Customer Usage & Trend Scripts (.sql)
📅 marketing-support
LinkedIn Content Calendar
📑 reports
Client Health Report (.docx)
Adoption Strategy Presentation (.pptx)
🔒 All content anonymized and recreated using real patterns, no sensitive client data shared.
✅ Summary
This repository showcases my real-world application of GenAI in customer success — not just as a side tool, but as a co-pilot for decision-making, engagement, and analytics.
If you're hiring for roles focused on AI-augmented customer experience, data-led retention strategy, or next-gen CRM, this project demonstrates that I’ve already done it — and delivered results. 🔜 Next Steps (Checklist for You)
✅ Upload missing .sql, .pptx, and .docx files
✅ Embed preview screenshots (e.g., dashboards or GenAI outputs)
✅ Update ToUploadHere links in this README after pushing files
✅ Pin this repo on your GitHub profile for visibility
✅ Add a "LIVE DEMO" badge if you plan to host dashboard snippets