Upcoming PM for CS Training Series

Running onboarding? Then you need Project Management skills.

Our new Project Management for Customer Success training is built for onboarding specialists without formal PM training, CSMs with onboarding as part of their role, and anyone who wants practical skills they can put to use right away.

This series will cover PM methodologies as applied to Customer Success, how to structure projects and plan milestones, keeping customers on track to value, and closing engagements in a way that proves ROI. Walk away with a framework you can apply to your very next customer engagement.

Upcoming series begins June 16, 2026.

Five weekly sessions, 60 minutes each. Taught live and online.

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Meeting Your Team Where They Are on AI

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Leading Through Change