Course curriculum
- 1120 min
Is Customer Success Right for You?
- 1180 min
Customer Onboarding Excellence
A field-tested CSM curriculum for SaaS practitioners who own customer adoption and outcomes (not the revenue line — that belongs to AM). You will leave able to ship a 60–90 day onboarding plan with a named first-value milestone, design a composite health score (usage + sentiment + outcome) that back-tests against historical churn, run outcome-led QBRs that answer the only question that matters at signing ("did we get you to the metrics you wanted?"), and walk into a hostile renewal call with a SPICED-anchored Critical Event ready. Built around Lincoln Murphy, Donna Weber, and Winning by Design's SPICED framework, with worked artifacts from Gainsight, ChurnZero, Vitally, and Catalyst.
Is Customer Success Right for You?
Customer Onboarding Excellence
Success Planning & Goal Setting
Driving Product Adoption
Customer Health Scoring
Churn Prevention & Rescue Plays
Stakeholder Management
Expansion Revenue & Upselling
QBRs & Executive Business Reviews
Enterprise Customer Success Track
CS Leadership & Scaled Programs