Online, Live Instruction

Live, instructor-led classes and certification, scheduled throughout the year.

Driving Retention + Expansion Revenue

This on-demand course consists of 5 individual classes as follows:
-Selling as a Trusted Advisor
-Owning Renewals
-Expanding Accounts
-Handling Objections
-Negotiating Win-Win Outcomes
This training series is offered on-demand, allowing you to learn at your own pace, making it easier than ever to fit professional development into your schedule.
Total cost: $495 USD

CSM Essentials + CSM Communication + CSM Value

Our CSM Full Certification Program contains 15 one-hour, live and expert-led classes and is comprised of our three core CSM series, as detailed below.
CSM Essentials - Maximizing Key Touchpoints
Delivering the Customer Experience
Kicking off The Relationship
Conducting Strategic Business Reviews
Managing Customer Health & Risk
Balancing the Workload
CSM Communication - Leading Successful Conversations
Communicating to Build Trust
Engaging with Executives
Leading with Questions
Tackling a Difficult Situation
Communicating Across Cultures
CSM Value - Focusing on Customer ROI
Becoming a Trusted Advisor
Planning for Mutual Success
Demonstrating Ongoing Value
Making Customer Success a Team Sport
Transforming Customers into Advocates
These live, online, instructor-led classes are 60-minutes each and will be held once weekly. If you know in advance of class that you cannot attend, you can submit a reschedule request.
Total cost: $1795 USD

Principles + Applications of Project Management

This five-part training series introduces Customer Success professionals to the foundational principles and practical applications of project management. Designed specifically for SaaS CS teams, the program focuses on managing customer-facing initiatives such as onboarding, renewals, and expansions through the lens of structured project execution. By the end of the series, learners will be equipped to define project scope, lead cross-functional collaboration, mitigate risk, and deliver measurable value.
Class 1: Fundamentals and Methodologies
Class 2: Defining Scope and Creating a Project Plan
Class 3: Project Execution
Class 4: Effective Communication and Risk Management
Class 5: Measuring Success and Closing a Project
These live, online, instructor-led classes are 60-minutes each and will be held once weekly for 5 concurrent weeks.
Total cost: $895 USD

Maximizing Key Touchpoints

This course consists of 5 individual classes as follows:
-Delivering the Customer Experience
-Kicking Off the Relationship
-Conducting Strategic Business Reviews
-Managing Customer Health and Risk
-Balancing the Workload
These live, online, instructor-led classes are 60-minutes each and will be held once weekly, for 5 concurrent weeks. If you cannot make a class, you will be placed in the next offering of that session.
Total cost: $695 USD

Leading Successful Conversations

This course consists of 5 individual classes as follows:
-Communicating To Build Trust
-Engaging with Executives
-Leading with Questions
-Tackling a Difficult Situation
-Communicating Across Cultures
These live, online, instructor-led classes are 60-minutes each and will be held once weekly, for 5 concurrent weeks. If you cannot make a class, you will be placed in the next offering of that session.
Total cost: $695 USD

Focusing on Customer ROI

This course consists of 5 individual classes as follows:
-Becoming a Trusted Advisor
-Planning for Mutual Success
-Demonstrating Ongoing Value
-Making Customer Success a Team Sport
-Transforming Customers into Advocates
These live, online, instructor-led classes are 60-minutes each and will be held once weekly, for 5 concurrent weeks. If you cannot make a class, you will be placed in the next offering of that session.
Total cost: $695 USD