Elevate Your Skills with Our CSM Essentials Series

Are you a CSM looking to boost your skill set? Look no further!

Our upcoming 5-class training series, CSM Essentials, is designed to give you the tools you need to deliver outstanding customer outcomes and enhance both retention and growth.

What You'll Learn -

Delivering the Customer Experience: Master the customer journey to guide clients to value, retention, and growth.

Kicking Off the Relationship: Nail the Sales Handoff to Onboarding while managing both business and technology tracks.

Conducting Strategic Business Reviews: Learn to deliver impactful reviews with data-driven storytelling.

Managing Customer Health & Risk: Build health scoring systems, identify risks, and develop risk mitigation playbooks.

Balancing the Workload: Prioritize your time for maximum customer and career impact.


The 5 live, expert-led, 60-minute weekly sessions run on Thursdays at 9am Pacific from October 10th - November 7th

CSM Essentials is part 1 of 3 in our Full CSM Certification program. Take this series either a la cart or in route to becoming fully certified.

Join us now while there are still spaces available. Don’t miss out on this opportunity to level up!

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Bolster Your Confidence with Our CSM Communication Series

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Customer Success: The Art of Herding Wet Cats (and Loving It)