Customer Success Unlocked
Learn the essential strategies and tactics of Customer Success Management, from onboarding new clients to preventing churn and driving business growth. You'll understand how to build lasting, valuable customer relationships.
Sessions
Customer Success Value
After this session, you'll be able to explain why Customer Success is a critical function for modern businesses, especially in the subscription economy.
5 min
Customer Onboarding Essentials
After this session, you'll be able to describe the key components of an effective customer onboarding process and why it's crucial for long-term success.
5 min
Customer Health Scores
After this session, you'll be able to define customer health scores and identify key metrics that indicate a customer's likelihood to churn or succeed.
5 min
Preventing Customer Churn
After this session, you'll be able to identify common reasons for customer churn and outline key strategies CSMs use to build long-lasting, loyal relationships.
5 min
QBR Impact
After this session, you'll be able to outline the purpose and key components of an impactful Quarterly Business Review (QBR).
5 min
Account Expansion
After this session, you'll be able to differentiate between upsell and cross-sell opportunities and explain how CSMs contribute to account expansion.
300 min
What you'll achieve
Explain the strategic importance of Customer Success Management (CSM) for business growth and retention.
Design effective customer onboarding workflows that accelerate time-to-value.
Implement customer health scoring methodologies to proactively identify at-risk accounts.
Prepare and deliver impactful Quarterly Business Reviews (QBRs) that demonstrate value and align on future goals.
Identify and execute upsell and cross-sell opportunities as a trusted advisor.
Develop strategies to prevent customer churn and foster long-term customer loyalty and advocacy.