Course Details
Learn how to design and automate personalized customer journeys using AI — from onboarding to post-purchase engagement. This workshop teaches you how to map each stage of the customer lifecycle and apply AI for segmentation, content personalization, and targeted communication. You’ll gain practical frameworks to increase retention, satisfaction, and long-term loyalty.
Part 1: Introduction (~15 mins)
- Examine why personalization is critical for customer satisfaction
- See how AI functions as a customer journey architect
Part 2: Live Demo | AI in Action (~30 mins)
- Map out complete customer journeys with AI assistance
- Generate personalized emails and promotional offers
- Design automated onboarding sequences tailored to customer needs
Part 3: Guided Practice (~30 mins)
- Work on mapping a sample customer journey
- Draft two personalized customer touchpoints
- Participate in group review and discussion
Part 4: Advanced Techniques (~25 mins)
- Integrate AI workflows into CRMs like HubSpot, Zoho, or Salesforce
- Use AI-driven segmentation to enhance targeting
- Address compliance and ethical considerations in personalization
Part 5: Wrap Up (~20 mins)
- Create and document your AI Customer Journey Workflow
- Access Q&A and supporting resources
- Deliver personalized experiences at scale: Automate workflows that adapt to individual customer needs and preferences.
- Increase retention and loyalty: Use AI to identify engagement triggers and sustain meaningful relationships.
- Automate customer touchpoints: Simplify repetitive interactions while maintaining a human tone.
Who should attend ?
- Customer success managers and marketers looking to enhance engagement across the customer lifecycle.
- Business owners and CRM professionals aiming to improve retention and lifetime value through AI-driven personalization.
- Growth and automation teams designing scalable, data-backed engagement workflows.
Post training resource
- Customer journey prompt library
- Journey mapping template
- Workshop Recording (perpetual access)
- Training Slide decks (PDF)
- Certification of Completion
- LinkedIn Badge
Participant Requirement
- Must join from laptop, desktop or tablet.
- Zoom app and Chrome / Safari / Edge should be installed.
- We’ll demo with tools like ChatGPT, Gemini, Copilot and more. Free/trial accounts work fine (with some limits); Pro versions add extras but aren’t required.
- Built around frameworks you can apply immediately.
- Live exercises so you leave with usable skills.
- Practical applications using tools such as ChatGPT, Gemini, Copilot, and more.
- Prompts, templates, and recordings to keep applying what you learn.
Workflow First
Hands-On Practice
AI in Practice
Resources That Last
At UpskAill, we want to make sure your learning never gets disrupted. Each course is assigned a Lead Trainer, who normally delivers all the sessions, and a Backup Trainer, who is equally qualified and fully prepared to step in if the Lead Trainer is unavailable due to an emergency (such as a personal matter, power outage, or connectivity issue). In the rare case that both trainers are unavailable on the same day, the session will be rescheduled to a new date. This system ensures that your training continues smoothly and you always receive the full value of your course.
