Claude meets CRM #2 · Lunch&Learn for CS leaders

​Round two.

​Claude💘CRM #1 in June was about what's really happening when CS teams put AI to work – the wins, the breaks, the stuff nobody puts on LinkedIn. One pattern came up a lot: individuals build great workflows, but the value stays stuck with the person who built it.

​This time we go one step further: from "what's happening" to "here's what a working setup looks like."

​Hosted again by Caroline (Pollup AI) and Christiane (Kaiser CX Consulting).

​What we'll show:

• ​How to move a single person's AI workflow into something the whole team can actually use

• ​What a managed AI orchestration layer looks like in practice – not slideware, real setups (Claude, CRM, n8n)

• ​Where individual adoption hits its ceiling, and how to design around it from the start

​A CS leader will walk through a setup they're running today – what they built, what it took, and what they'd do differently.

​You'll leave with a concrete picture of what to build next, not just things to think about.

​Want to present a best practice? Reach out, we'd love to give you a voice ✨