How HUMAN is Using AI to Transform Post-Sale Growth

What Does It Look Like When AI Operates Inside Your Customer Lifecycle — Not Just Your Pipeline?

Most AI investments in GTM stop at the top of the funnel. But the biggest untapped opportunity in recurring revenue isn’t acquisition. It’s what happens after the deal closes. Retention, expansion, and renewal are where compounding either accelerates or collapses — and AI is now capable of operating directly inside those moments.

In this practitioner-led session, hear directly from the architects of a live transformation: Dan Page, VP of Revenue Operations at HUMAN Security, and Walter Velazquez Taboada, Growth Architect at Winning by Design. Together, they’ll share how HUMAN is embedding intelligent AI agents into key post-sale lifecycle stages — from onboarding through renewal — to drive measurable improvements in retention, expansion velocity, and team productivity, while reducing the cost to serve.

This is not a theory session. It is a candid, practitioner-to-practitioner look at what it actually takes to deploy AI across a post-sale revenue system — the governance decisions, the lifecycle design choices, and the early results already reshaping both Gross and Net Revenue Retention at HUMAN.

You’ll Walk Away With:

• A real-world blueprint for embedding AI agents into post-sale customer lifecycle stages, from onboarding through renewal
• A framework for identifying which post-sale moments offer the highest leverage for AI intervention
• Direct insight into how AI can improve Gross Revenue Retention (GRR) and Net Revenue Retention (NRR) while reducing cost to serve
• Candid lessons from HUMAN Security’s live AI implementation — including what to anticipate and plan for
• A governance model for aligning RevOps and GTM leadership on AI deployment without creating execution risk

Who Should Attend?

• VP and Heads of Revenue Operations (RevOps) responsible for designing and optimizing the systems, tools, and processes that govern the full customer lifecycle from close through renewal.

• Chief Customer Officers (CCOs) and VP Customer Success accountable for retention and NRR targets who need to understand how AI can scale their team’s impact without proportional headcount growth.

• CROs and Revenue Leaders seeking to improve net revenue retention and reduce churn through structural system design — not just renewed pressure on Customer Success teams.

• GTM and Growth Architects actively designing or piloting AI-driven workflows across onboarding, customer health scoring, or expansion motions.

• CEOs and CFOs of recurring-revenue businesses who want a concrete, data-backed case study showing how AI investment translates directly into retention economics and reduced cost to serve.

Post-sale growth is where compounding lives. This session shows what it looks like when AI is designed into that system — not bolted onto it.