My Workspace

Welcome back, Jamie

Your guide to live sessions, projects you committed to, and getting help from coaches.

Jamie Rivera

Customer Success Manager · Customer Success Team

My Live Sessions: Next Up

Next up

Registered

Thursday 11:00 AM · Live Zoom session

See how CS teams use AI for renewal prep, customer risk summaries, QBRs, and expansion workflows.

Build Session: Customer Success Workflows
Recommended
Friday 1:00 PM · Live working session
Office Hours with School16 Coach
Open seats
Monday 2:30 PM · Small group coaching

Updated by the accountability agent

Deliverables you've agreed to. Status flows from class activity, agent check-ins, team communication, and async updates.

Renewal Prep Brief workflow
In progress
From Workflow Design lab — Week 6·Updated yesterday · 4:12 PM
Agent will check in Friday before the Build Session.55%
QBR First Draft Assistant — pilot with 2 CSMs
Awaiting follow-up
From agent check-in on 06/12·Updated 2 days ago
Waiting for manager to confirm pilot scope.40%
Confirm customer data rules with Legal
In progress
From CS team Slack thread·Updated this morning
Agent nudged Legal contact yesterday.25%
Roll out Support Ticket Daily Summary to full team
Complete
From async update — David Kim·Updated last week
Shipped. Logged to Workflow Wins.100%