Customer Success Blog
Over the past seven years, our team of active customer success professionals have worked to create a library of inspiring and helpful resources for leaders and CSMs. Our topics include management, designing programs, developing skills as customer success professionals, and engaging with executives.
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Customer Success Has a Middle Management Problem
Good CSMs don't automatically make great managers. Here's why the management layer is holding CS back — and what to do about it.
Lead with Confidence. Manage with Purpose.
If you’re a new or aspiring CS leader, you’ll not want to miss our upcoming Leading as a Manager training series. Classes start April 21, 2026. Reserve your seat today!
How to Know When It’s Time to Bring in External Training
A checklist for Customer Success leaders who want to get it right.
Learn How to Structure Your CS Program
Our live, online, and exert-led Structuring Your CS Program CS Leadership training series begins on Feb 24, 2026. Save your spot in class now!
The Real Difference Between Information and Skill
Why your training format might be solving the wrong problem.
Master the Frameworks That Drive Best-in-Class CS Programs
A new cohort for our Structuring Your CS Program CS Leadership training series is beginning soon. Reserve your seat today!
Stop Treating CS Training Like an Event
Why one-time learning keeps failing Customer Success teams.
Your Customers Deserve Excellence
Master the skills to deliver exceptional customer experiences, drive real business outcomes, and build lasting partnerships with our Full CSM Certification Program.
Creating a Quarterly Cadence for Training CSMs and How to Pay for It
Strategy decks do not train CSMs. If training is ad hoc, execution will be too.
Master the Art of Customer Success Selling
Our popular CSM Selling 5-class series is available on-demand and is ready when you are!
If CS is Not In the Room at SKO, You Are Planning in a Vacuum
When CS is involved at your Sales Kick-Off, magic happens: aligned messaging, seamless handoffs, and a unified revenue team that sets customers up for long-term success from day one.
Project Management for CS Professionals Series Starts Soon!
This training series will arm you with the ability to define clear project scope, lead cross-functional teams, mitigate risks, and deliver measurable results that strengthen customer relationships and drive retention. Save your spot today!
Keep Calm and Close
Why your CSMs keep losing "perfect fit" expansion deals, and the one question that flips the math in your favor.
Learn Essential Skills for Strategic Leadership
Equip yourself with the frameworks and skills that separate effective directors from the rest with our upcoming Leading as a Director training series.
Last Chance to Save 20% on ALL TRAINING!
You have through this week only to save 20% OFF ANY TRAINING purchase! Use code ‘WINTER2025’ at checkout.
Setting Customer Success Metrics Like a Sales Leader
CS leaders who borrow a sales mindset build teams that are more focused, more confident, and more accountable. Find out how here.
Winter Training Sale - EXTENDED!
Grab 20% off ANY training class or program with code WINTER2025 at checkout. Offer valid through Jan 17, 2026.
Moving from Manager to Director: It’s More Than Just a Title Change
Stepping into a Director role doesn’t just mean a bigger title and better pay, it’s a completely different job. Find out how to prepare for that important step up in your career.
Limited Time Offer: 20% Off All CS Training!
Develop the skills you need to excel in Customer Success AND save 20%!
Greg & Kristen Tell You What To Do: Episode 10
Moving into leadership is tough, and most of us start by doing it wrong. This episode breaks down the real journey from hands-on contributor to strategic leader, exploring why micromanaging is often where we begin, and how to evolve beyond it.