The CSM Academy
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Featured Programs

Customer Success Foundations

Customer Success Foundations

Customer Success Foundations

We help your team gain momentum from the start.

This course delivers the essential foundations of Customer Success — lifecycle stages, segmentation strategy, CSM roles, metrics, and mindset. Perfect for onboarding new hires or realigning your team around proven CS practices.

Driving Adoption & Expansion

Customer Success Foundations

Customer Success Foundations

Train your team to think like growth partners.

Your CSMs will learn how to proactively increase product adoption, lead outcome-based conversations, and surface upsell opportunities — all while strengthening long-term relationships and customer loyalty.

Retention & Churn Prevention

Customer Success Foundations

The Proactive CSM: From Firefighting to Forward-Thinking

Keep customers longer by acting earlier.

This course helps CSMs identify early signs of churn, build proactive retention workflows, and turn feedback into action. Your team will learn to stay ahead of risk, deepen customer loyalty, and strengthen renewal conversations with confidence.

The Proactive CSM: From Firefighting to Forward-Thinking

The Proactive CSM: From Firefighting to Forward-Thinking

Stop reacting. Start leading.

This mindset-shifting course teaches CSMs how to stay ahead of risk, plan strategic touchpoints, and guide customers with confidence. Great for teams ready to evolve from task-based to value-based engagement.

AI in Customer Success: Work Smarter, Not Harder

Leverage AI to scale impact.

Explore real-world use cases for AI tools in CS — from writing better success plans to automating follow-ups and analyzing customer sentiment. Give your team a competitive edge in a fast-changing world.


Build a Custom Training Program for Your Team

Need something unique? 

Whether you're hosting a summit, launching a new CS program, or ramping a global team — we can design a fully customized training experience that fits your goals, timeline, and tech stack.


Let’s Build Your Custom Training Plan

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