Get Your Customer Success
Master Class Certification.

Register Today and Join the Customer Success Movement.

Our workshops teach Customer Success professionals the strategies, formulas, and activities behind the Customer Success Methodology. You’ll leave our workshops with actionable takeaways, new skills and knowledge that will take your CS career to the next level. 

Upcoming Events and Workshops

September 2019 - Workshop

What: Customer Success Master Class Certification - Level 1
Where: Live online with class recordings made available for students
When: September 2019 - Exact Dates TBA - STAY TUNED FOR DETAILS -

Sign up to be the first to know of dates and location.

October 2019 - Workshop

What: Customer Success Master Class Certification - Level 1
Where: Toronto
When: October 2019 - Exact Dates TBA - STAY TUNED FOR DETAILS - Sign up to be the first to know of dates and location.

Who is it for?

Our workshops are created for Customer Success professionals and leaders. Our comprehensive courses cover everything from Customer Success fundamentals, effective onboarding, excelling at customer engagement to courses designed for CSMs looking to grow into leadership roles. We also have courses specifically for Customer Success leaders.
If you are a CSM looking to increase your skill, knowledge and excel in your current role our Master Classes are for you. If you are a CS professional looking to hone your skills that will help you grow into a leadership role we've got you covered. If you are a CS leader looking to grow your career, team and performance to the next level you've come to the right spot. Looking to start a career in CS? We can help you too. As excited about Customer Success as we are?! Well, you'll love it here.

customer Success
Master Class Workshops &
Certification

Master CLass Level 1

Course Content

- Customer Success Fundamentals
- Intro to The Customer Success Methodology
- The Desired State of Customer Engagement
- Customer Engagement Models
- Customer Success Metrics
- Sales to CS Handoff & Effective Kickoff Calls
- Onboarding Fundamentals
- Intro to Success Plans
- Churn - how to minimize preventable churn
- Managing Churn Risks
- Fundamentals of Success Product Adoption
- Renewals and Expansion Methods
- And More!

Master CLass Level 2

Course Content

- Managing Portfolio and Customer Health
- Advocating Internally for Your Customers
- Customer & Revenue Growth
- Negotiating, Objections and Handling Difficult Conversations - Part 2
- Customer Education
- Success Plans, Milestones, and Progress Points
- Effective QBRs
- Desired State of Customer Engagement - Level 2
- The Customer Success Methodology - Level 2
- Advanced Customer Engagement - Level 2
- Time Management and Prioritization for CSMs
- And More

Master Class
level 3

Course Content

- Customer Maturity and Customer Health
- Desired State of Customer Engagement Mastery
- Customer Success Methodology Mastery
- QBR Mastery
- Renewals and Expansion Sales
- Turning data and insights into action
- Becoming the Strategic CS Pro - growing into a Sr. CSM and CS Leadership
- And More

Master Class For CS Leaders

Course Content

- CS Strategy & The Desired State of Customer Engagement for Leaders
- Designing a Customer Engagement Framework
- Customer Journey Mapping
- Data Analysis for CS Leaders
- Goal Setting and Team Measurement
- CS Operations and Process
- Hiring for CS and Retaining Your CS Team
- And More

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