📌 SUMMARY: In this webinar, we explore how to use AI to boost your customer success — the perceived value your clients get from working with you. We cover quick wins you can implement today: AI-generated onboarding documents, automated weekly reports, voice reports with NotebookLM, and interactive dashboards. Then we go hands-on with a live build of a full client portal using Claude Code, complete with real-time data, weekly reports, and an AI chatbot. ⏱️ TIMESTAMPS: 0:00 Introduction 2:03 What is Customer Success? 3:15 Agenda & Recommended Tools 5:10 Previous Webinars Recap (AI in 2025, Sales, Marketing) 6:00 Defining Customer Success 8:30 Key Components: Onboarding, Milestones, Check-ins 10:40 Quick Win 1: AI Onboarding Documents 13:32 Live Demo: Generating an HTML Onboarding Playbook 16:30 Connecting AI to Google Drive for Business Context 19:00 Quick Win 2: Automated Weekly Reporting 23:10 Reviewing the Generated Report 25:06 Using Report Templates for Consistency 27:00 Quick Win 3: Voice Reports with NotebookLM 28:00 Quick Win 4: Interactive Dashboards 30:30 What is a Client Portal? 33:00 Full Client Portal Demo (Live Data + Reports + Playbook) 38:21 Bonus: Infographic Reports with Gemini 40:01 Live Build: Client Portal with Claude Code 44:00 Claude Code Crash Course (Desktop, IDE, Terminal) 48:00 Claude Code Settings & Permissions 51:00 Adding an AI Chatbot to the Portal 54:30 Alternative: Creating Client Portals with Notion 59:00 Workflows vs Scripts: n8n/Make vs Claude Code 63:00 Quick Win 5: Email Thread Analysis for Service Improvement 66:00 TheirStack Job Monitoring Dashboard Demo 68:00 Q&A Session 1:22:00 Closing 🔗 CONNECT WITH ME: 💼 LinkedIn: https://www.linkedin.com/in/miguel-torrez/ 🌐 Genial Agency: https://genial-agency.com 🇫🇷 Luwai (French): https://luwai.fr 👤 Personal: https://migueltorrez.ai 📅 Book a chat: https://cal.com/miguel-torrez 🛠️ TOOLS MENTIONED: • Claude (Desktop & Code): https://claude.ai • Perplexity: https://plex.it/referrals/L3JAI8VO • Gemini: https://gemini.google.com • NotebookLM: https://notebooklm.google.com • Antigravity: https://antigravity.google • Cursor: https://www.cursor.com • Notion: https://www.notion.so • Make.com: https://www.make.com/en/register?pc=migueltorrez • n8n: https://n8n.io • Modal: https://modal.com • Supabase: https://supabase.com • Vercel: https://vercel.com • Wispr Flow: https://wisprflow.ai/r?MIGUEL1849 • TheirStack: https://theirstack.com?aff=R1xgfkLv90qG • Stripe: https://stripe.com 💬 DROP A COMMENT: What's the one thing you wish your service providers did better for you as a client? Drop it in the comments! #AI #CustomerSuccess #AIforBusiness #ClientPortal #ClaudeCode #AIAutomation #Webinar #GenerativeAI #AITools2026 #CustomerOnboarding #AIReporting #AIDashboard #Antigravity #NotebookLM #Gemini