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Meet Meg Palazzolo, a customer success leader with 15 years of experience building and scaling customer-facing teams. Currently at a stealth-mode startup, Meg is using AI to manage multiple hats and streamline workflows in early-stage operations.
AI as a Second Brain: Meg shares how she leverages tools like Claude and ChatGPT for everything from crafting customer journey maps to developing content strategies.
Creating a Customer Journey Map with AI: Meg walked us through her process of feeding ideas into AI, refining outputs, and creating a visual customer journey map in just 15 minutes—a task that might have taken hours otherwise.
AI as a Collaborative Partner: Meg uses AI iteratively—adjusting prompts and refining outputs until the results align with her needs.
Featured Tools:
- Claude by Anthropic: Streamline customer journey mapping and other workflows.
- ChatGPT: Your go-to tool for brainstorming, drafting, and productivity hacks.
- Intercom, HubSpot, Calendly, and Notion: Tools Meg recommends for startups building their tech stack.
Communities Mentioned:
- Support Driven: A free community for customer support professionals.
- Elevate: A community to connect and grow in customer success.
Jen’s Closing Thoughts:
This episode underscores the transformative power of AI in modern workflows, especially in startup environments where time and resources are limited. Whether you’re drafting a customer journey map or building a content strategy, AI can help you work smarter, not harder.
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