Ai for Client Services

A comprehensive guide to implementing AI systems that actually work for busy client services teams

This recorded webinar tackles the challenge every Client Services Professional faces: how to use AI effectively without getting overwhelmed by the endless options available. Rather than another theoretical overview, this session provides a practical, systematic approach to implementing AI tools that solve real problems and deliver measurable results.

Join Tina Thompson (Digital Director and AI systems expert) and Tom Wilson (Agency Operations Advisor) as they share proven frameworks for identifying where AI can make the biggest impact in your day-to-day work. You'll learn their "FAFF" methodology for spotting time-wasting processes, the "Human-AI-Human" approach that ensures quality output, and see live demonstrations of AI-powered systems for creating QBRs, managing client relationships, and automating report generation.

What makes this session unique is the focus on building connected AI systems rather than using isolated tools. You'll discover how to create knowledge bases that get smarter over time, automate repetitive tasks without losing the personal touch, and free up time for the strategic thinking that clients actually value.

Originally delivered as part of our Client Services Collective community series, this session includes real Q&A from practicing Account Directors facing the same challenges you encounter every day.

https://www.youtube.com/watch?v=jJhBhWXsKlI