The ATLCS Summit is back, and this March, we’re raising the bar for meaningful connection and bold ideas. Join us for our third gathering, where the energy of Metro Atlanta and the Southeast’s brightest minds meets innovation in Customer Success.

Atlanta Customer Success Summit: Spring 2025

Join us for an evening of fine dining, engaging conversation, and meaningful connections!  ​At FunnelStory, we’re excited to meet and learn from New York's incredible Customer Success leaders while introducing ourselves in an intimate and informal setting.

New York - CS Leadership Dinner

Join us for an evening of fine dining, engaging conversation, and meaningful connections!  Seats are limited to ensure a meaningful and high-quality experience. Please RSVP by Wednesday, March 20th, to secure your spot.

Boston - CS Leadership Dinner

An Exclusive Evening of Fine Dining & Networking  ​​We’re bringing together an exclusive group of customer success leaders for an unforgettable evening of fine dining, engaging conversations, and high-impact networking.

San Francisco - CS Leadership Dinner

Elevate your CS strategy and get in a room with industry leaders as they reveal case studies, best practices, and common challenges across the customer journey. Gain key insights into CX, customer operations

Customer Success Summit Denver

Get ready to dive into the real-world use case of Managing Renewals with AI!  Join us on April 8th, 2025, from 11:00 AM to 12:00 PM PST for an engaging and lively discussion featuring Arun Balakrishnan and Veronica Go, VP of CS at DuploCloud.

Managing Renewals with AI

​An Exclusive Evening of Fine Dining & Networking  ​​We’re bringing together an exclusive group of customer success leaders for an unforgettable evening of fine dining, engaging conversations, and high-impact networking.

Palo Alto - CS Leadership Dinner

Dallas - CS Leadership Dinner

Get exclusive, data-backed insights into the transformative power of AI. Connect with industry experts and peers, and learn proven strategies to drive growth and profitability.

TSIA World INTERACT

Join this elite gathering of C-suite customer leaders and discover strategies that increase engagement, elevate customer experience, and drive revenue growth.

Chief Customer Officer Summit Silicon Valley

TSIA Interact - CS Leadership Dinner

Get ready to explore how AI-powered Customer Success Managers are transforming the way modern CS teams operate.

Join us on 10th May, 11:00 AM to 12:00 PM PST for a high-impact discussion featuring:

​Julia Prose, VP of Customer Success at Nutrient

​David Ellin, Revenue Architect at Winning by Design

Together, we’ll unpack how AI is not just assisting - but running - key CS motions like onboarding, renewals, and expansion. You’ll hear how Julia has adopted AI-native workflows in her CS team and get expert insights from David on the AI Maturity Model shaping the future of post-sales.

Save your seat now — space is limited for this live session!

​Get ready to explore how AI-powered Customer Success Managers are transforming the way modern CS teams operate.

Predicting Revenue Expansion Using AI

Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success executives in Dallas. Our agenda features an evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

At this dinner, I would love for you to be among the first to experience how AI-reasoning is driving Customer SuperIntelligence, and the kind of fascinating outcomes it is achieving in the field of post-sales.

​🚀 Tripling (3X) of CS productivity 

​🛡️ 90 %+ reduction in surprise churn through precision risk models

​🌟 Ability to perform AI reasoning over your entire enterprise data

We’re keeping the group intentionally small for meaningful conversations, and I’d love to have you there. Please RSVP soon if you would like to join us

Warm regards,
Alok Shukla
Founder, FunnelStory


Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success executives in Dallas. An evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

Customer Success Leadership Dinner - Dallas

Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success executives in Atlanta. Our agenda features an evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

At this dinner, I would love for you to be among the first to experience how AI-reasoning is driving Customer SuperIntelligence, and the kind of fascinating outcomes it is achieving in the field of post-sales.

​🚀 Tripling (3X) of CS productivity 

​🛡️ 90 %+ reduction in surprise churn through precision risk models

​🌟 Ability to perform AI reasoning over your entire enterprise data

We’re keeping the group intentionally small for meaningful conversations, and I’d love to have you there. Please RSVP soon if you would like to join us

Warm regards,
Alok Shukla
Founder, FunnelStory

Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success executives in Atlanta. An evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on postsales.

Customer Success Leadership Dinner - Atlanta

Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success executives in Boston. Our agenda features an evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

At this dinner, I would love for you to be among the first to experience how AI-reasoning is driving Customer SuperIntelligence, and the kind of fascinating outcomes it is achieving in the field of post-sales.

​🚀 Tripling (3X) of CS productivity 

​🛡️ 90 %+ reduction in surprise churn through precision risk models

​🌟 Ability to perform AI reasoning over your entire enterprise data

We’re keeping the group intentionally small for meaningful conversations, and I’d love to have you there. Please RSVP soon if you would like to join us

Warm regards,
Alok Shukla
Founder, FunnelStory


Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success executives in Boston. An evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

Customer Success Leadership Dinner - Boston

Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success executives in New York. Our agenda features an evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

At this dinner, I would love for you to be among the first to experience how AI-reasoning is driving Customer SuperIntelligence, and the kind of fascinating outcomes it is achieving in the field of post-sales.

​🚀 Tripling (3X) of CS productivity 

​🛡️ 90 %+ reduction in surprise churn through precision risk models

​🌟 Ability to perform AI reasoning over your entire enterprise data

We’re keeping the group intentionally small for meaningful conversations, and I’d love to have you there. Please RSVP soon if you would like to join us

Warm regards,
Alok Shukla
Founder, FunnelStory

Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success executives in NY. An evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

Customer Success Leadership Dinner - New York

Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success executives in Palo Alto. Our agenda features an evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

At this dinner, I would love for you to be among the first to experience how AI-reasoning is driving Customer SuperIntelligence, and the kind of fascinating outcomes it is achieving in the field of post-sales.

​🚀 Tripling (3X) of CS productivity 

​🛡️ 90 %+ reduction in surprise churn through precision risk models

​🌟 Ability to perform AI reasoning over your entire enterprise data

We’re keeping the group intentionally small for meaningful conversations, and I’d love to have you there. Please RSVP soon if you would like to join us

Warm regards,
Alok Shukla
Founder, FunnelStory


Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success Execs in California. An evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

Customer Success Leadership Dinner - Palo Alto

Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success executives in Denver. Our agenda features an evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

At this dinner, I would love for you to be among the first to experience how AI-reasoning is driving Customer SuperIntelligence, and the kind of fascinating outcomes it is achieving in the field of post-sales.

​🚀 Tripling (3X) of CS productivity 

​🛡️ 90 %+ reduction in surprise churn through precision risk models

​🌟 Ability to perform AI reasoning over your entire enterprise data

We’re keeping the group intentionally small for meaningful conversations, and I’d love to have you there. Please RSVP soon if you would like to join us

Warm regards,
Alok Shukla
Founder, FunnelStory


Join us in an exclusive fine-dining dinner hosted by FunnelStory, bringing together top Customer Success Execs in Denver. An evening of great food, networking, and meaningful conversations on the hot topic of AI reasoning and its impact on post-sales.

Customer Success Leadership Dinner - Denver

Join an exclusive gathering of senior Customer Success leaders for an intimate, invite-only dinner focused on the evolving role of AI in the customer experience.

The Leadership Table is designed for Chief Customer Officers, VPs of Customer Success, and executive peers shaping the future of post-sale strategy. This evening will blend thoughtful conversation, curated cuisine, and peer connection in a private setting in Downtown LA.

### What We’ll Discuss

__AI in CS: Where Are We Now?__

A candid exchange on how leading organizations are adopting AI in Customer Success — including wins, blockers, and lessons learned.

__Cognitive Load & AI: The Next Shift__

What responsibilities should shift from humans to AI? We'll explore how CS teams are redefining their work by offloading cognitive effort to intelligent systems.

### Why Attend?

- Gain practical insights from fellow CS executives navigating AI transformation
- Build meaningful connections in a trusted, no-pitch environment
- Preview FunnelStory’s approach to Customer SuperIntelligence and join the conversation shaping the category

__Please Note:__
Attendance is limited and invite-only to ensure depth of conversation. RSVP early to confirm your seat at the table.

Join an exclusive gathering of senior Customer Success leaders for an intimate, invite-only dinner focused on the evolving role of AI in the customer experience.

The Leadership Table: An Executive Dinner for CS Leaders

Join us for an intimate, invite-only dinner designed for senior women leaders in Customer Success. Hosted by Alok Shukla and Carie Buchanan, this evening is about more than networking — it’s about honest leadership dialogue, peer connection, and future-forward thinking.

We’ll explore high-impact topics like:

Leading with influence in high-stakes CS roles

Scaling empathy without burning out

How women leaders can shape ethical, strategic AI adoption

This is not a panel or sales event — it’s a thoughtful dinner conversation with 12–15 accomplished women in CS, held in a private dining space in Midtown Atlanta.

📅 Date: Wednesday, July 17, 2025
🕕 Time: 6:30 PM – 9:30 PM
📍 Location: Midtown Atlanta (details shared after RSVP)

Space is limited to ensure meaningful connection.
__Please RSVP by July 10 to confirm your seat.__

Let’s gather, reflect, and lead forward — together.

Join us for an intimate, invite-only dinner designed for senior women leaders in Customer Success. Hosted by Alok Shukla and Carie Buchanan, this evening is about more than networking

CS LeadHer Dinner - Atlanta

Join an exclusive gathering of senior Customer Success leaders for an intimate, invite-only dinner focused on the evolving role of AI in the customer experience.

The Leadership Table is designed for Chief Customer Officers, VPs of Customer Success, and executive peers shaping the future of post-sale strategy. This evening will blend thoughtful conversation, curated cuisine, and peer connection in a private setting in Chicago.

### What We’ll Discuss

__AI in CS: Where Are We Now?__
A candid exchange on how leading organizations are adopting AI in Customer Success — including wins, blockers, and lessons learned.

__Cognitive Load & AI: The Next Shift__
What responsibilities should shift from humans to AI? We'll explore how CS teams are redefining their work by offloading cognitive effort to intelligent systems.

### Why Attend?

- Gain practical insights from fellow CS executives navigating AI transformation
- Build meaningful connections in a trusted, no-pitch environment

Preview FunnelStory’s approach to Customer SuperIntelligence and join the conversation shaping the category

Please Note:
Attendance is limited and invite-only to ensure depth of conversation. RSVP early to confirm your seat at the table.

Your host
Alok Shukla
Founder, FunnelStory

​Join an exclusive gathering of senior Customer Success leaders for an intimate, invite-only dinner focused on the evolving role of AI in the customer experience.

The Leadership Table: Chicago

Join an exclusive gathering of senior Customer Success leaders for an intimate, invite-only dinner focused on the evolving role of AI in the customer experience.

The Leadership Table is designed for Chief Customer Officers, VPs of Customer Success, and executive peers shaping the future of post-sale strategy. This evening will blend thoughtful conversation, curated cuisine, and peer connection in a private setting in Minneapolis.

### What We’ll Discuss

__AI in CS: Where Are We Now?__
A candid exchange on how leading organizations are adopting AI in Customer Success — including wins, blockers, and lessons learned.

__Cognitive Load & AI: The Next Shift__
What responsibilities should shift from humans to AI? We'll explore how CS teams are redefining their work by offloading cognitive effort to intelligent systems.

### Why Attend?

- Gain practical insights from fellow CS executives navigating AI transformation
- Build meaningful connections in a trusted, no-pitch environment

Preview FunnelStory’s approach to Customer SuperIntelligence and join the conversation shaping the category

Please Note:
Attendance is limited and invite-only to ensure depth of conversation. RSVP early to confirm your seat at the table.

Your host
Alok Shukla
Founder, FunnelStory

The Leadership Table: Minneapolis

Join an exclusive gathering of senior Customer Success leaders for an intimate, invite-only dinner focused on the evolving role of AI in the customer experience.

The Leadership Table is designed for Chief Customer Officers, VPs of Customer Success, and executive peers shaping the future of post-sale strategy. This evening will blend thoughtful conversation, curated cuisine, and peer connection in a private setting in New York.

### What We’ll Discuss

__AI in CS: Where Are We Now?__
A candid exchange on how leading organizations are adopting AI in Customer Success — including wins, blockers, and lessons learned.

__Cognitive Load & AI: The Next Shift__
What responsibilities should shift from humans to AI? We'll explore how CS teams are redefining their work by offloading cognitive effort to intelligent systems.

### Why Attend?

- Gain practical insights from fellow CS executives navigating AI transformation
- Build meaningful connections in a trusted, no-pitch environment

Preview FunnelStory’s approach to Customer SuperIntelligence and join the conversation shaping the category

Please Note:
Attendance is limited and invite-only to ensure depth of conversation. RSVP early to confirm your seat at the table.

Your host
Alok Shukla
Founder, FunnelStory

The Leadership Table: New York

FunnelStory warmly invites you to our exclusive end-of-year executive dinner, a special gathering for Customer Success Leaders to connect, reflect on 2025, and strategize for 2026.

Join us for a night of networking and year-end insights, where you’ll have the chance to discuss industry trends, share 2026 goals, and get a sneak peek at FunnelStory’s new solutions launching early next year.

​
The exact location will be revealed soon—just bring your appetite and your best ideas!

​FunnelStory warmly invites you to our exclusive end-of-year executive dinner, a special gathering for Customer Success Leaders to connect, reflect on 2025, and strategize for 2026.

End Of Year : CS Leadership Dinner - Denver

FunnelStory warmly invites you to our exclusive end-of-year executive dinner, a special gathering for Customer Success Leaders to connect, reflect on 2025, and strategize for 2026.

Join us for a night of networking and year-end insights, where you’ll have the chance to discuss industry trends, share 2026 goals, and get a sneak peek at FunnelStory’s new solutions launching early next year.

The exact location will be revealed soon—just bring your appetite and your best ideas!

End Of Year : CS Leadership Dinner - Austin

End Of Year : CS Leadership Dinner - Dallas

End Of Year : CS Leadership Dinner - New York

End Of Year : CS Leadership Dinner - Atlanta

FunnelStory warmly invites you to our exclusive End-of-Year Customer Dinner, a special evening dedicated to celebrating our partnership and the milestones we’ve achieved together in 2025.

Join us for a night of great food, conversation, and connection as we reflect on the year, share learnings from across our customer community, and look ahead to what’s coming in 2026.

The exact location will be revealed soon — just bring your appetite and your stories from the year!

​FunnelStory warmly invites you to our exclusive End-of-Year Customer Dinner, a special evening dedicated to celebrating our partnership and the milestones we’ve achieved together in 2025.

End of Year : CS Leadership Dinner - San Francisco

Can you run entire Customer Success with Claude - May be an easier question to answer than answering - How do you make your organisation AI-First.

In this webinar, Ryan Schultz, Chief Customer Officer at Halcyon will walk us through his approach to building AI-First organisation, especially how to manage the change. We will also introduce CS 2.0 Framework - How an entire customer success organisation can be 10X more proficient with a customer intelligence graph + enterprise MCP server + Claude/ChatpGPT + AI Agents.

Speakers - Ryan Schultz (CCO - Halcyon) and Alok Shukla (Founder, FunnelStory)

In this webinar, Ryan Schultz, Chief Customer Officer at Halcyon will walk us through his approach to building AI-First organisation, especially how to manage the change. 

Join us for upcoming events!

Unlock the power of your customer data with AI-native SuperIntelligence

Join us for upcoming events!

Unlock the power of your customer data with AI-native Super­Intelligence

Unlock the power of your customer data with AI-native SuperIntelligence