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All The Customer Success Courses You Need to Drive Your Tech & SaaS Career

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â‚ą14,999

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This Course Comes with:

  • CSM Fundamentals Course       (14 Lessons)
  • CSM Professionals Course      (10 Lessons)
  • CSM Total Experience Course    (13 Lessons)
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A Massive 37-Lesson Curriculum to Support Your Ambition! Cutting Edge Topics Including:

  1. Understanding the SaaS Business Model
  2. A Day in the life of a CSM
  3. Customer Communication at All Levels
  4. How to Run a Successful QBR
  5. How to Understand Holistic Customer Health
  6. How to Interview and Land a Great CSM Role (With Interview Guide!)
  7. Building and Owning a Macro Account Plan
  8. The Value-Add Email Strategy
  9. AI and Automation at Scale
  10. The Concept of “Phased Growth” to Drive New Revenue
  11. What is SVOC? - Single View of the Customer
  12. The Strategy Behind Customer Segmentation
  13. And 20+ More Great Lessons!

The CSM Fundamentals Course

â‚ą4999.00

Learn both fundamental and advanced topics related to being a powerful CSM!

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Check Out the Curriculum:

  1. Course Intro
  2. Why has Customer Success grown to be such a huge profession?
  3. Understanding the SaaS Business Model
  4. Tiers within Customer Success
  5. What does career advancement look like within customer success?
  6. Current Compensation in Customer Success
  7. A Day in the life of a CSM
  8. Managing your book of business at any level- Finding a daily and repeatable order of operations
  9. What does customer communication look like at all levels
  10. The CSM Tech Stack: What Tools You’ll Use (and Why)
  11. Soft Skills & Escalation Scenarios
  12. How to run a successful recurring meeting
  13. How to run a successful QBR- Using Data and the concept of expected outcomes
  14. How to understand holistic customer health
  15. How to interview and land a great CSM role
  16. Course activity- Building a QBR slide

The CSM Professionals Course

â‚ą9999.00

Dive Deeper into being a competitive CSM and learn advanced topics to position yourself as a company all-star!

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Check Out the Curriculum:

  1. Course Intro
  2. All video instruction and materials from CSM Fundamentals Course
  3. The upsell motion in Customer Success- How to “Land and Expand”
  4. How to spot account risk
  5. Building and Owning a Macro Account Plan
  6. Building and Owning a Micro Account Plan
  7. How to leverage available data to drive your book of business
  8. AI and automation at scale for your book of business
  9. The concept of “Phased Growth” to drive new revenue
  10. Tying Phased Growth and Customer Maturity Framework together
  11. How to be a cross-company asset
  12. The Value-Add email strategy
  13. Running (and Teaching) Successful Exit Calls
  14. Course activity: Cross-functional email writing practice

The CS Emerging Leaders Course

â‚ą9999.00

Get into Customer Success Leadership or get even better at leading a powerhouse team of CSMs. This course includes a number of topics only taught at the Master's or Graduate School level.

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Check Out the Curriculum:

  1. Course Intro
  2. CS leader org structure and opportunities for career growth
  3. What makes a strong Customer Success leader?
  4. Intro to Systems Thinking and Experience Design
  5. Team management and coaching
  6. Operating months or quarters ahead
  7. Budgeting and resource allocation
  8. Handling top down change management
  9. How to consistently mitigate customer churn
  10. How to consistently influence incremental customer revenue growth
  11. How to build cross-functional relationships with peer and executive leaders
  12. How frequently should customer meetings occur? 
  13. Calculating Customer Lifetime Value (CLV)
  14. How do you land a CS leader role, or a bigger leadership role?
  15. How to navigate a volatile job market as a Customer Success leader
  16. What is Data Governance within CS & CX?
  17. Course Activity: CS Leader Strategy Brief

The CS Established Leaders Course

â‚ą14999.00

Learn advanced topics on how to be an incredible and dynamic Customer Success leader at any company. This is a powerful 28 lesson program designed to give you the competitive edge you need in the ever-changing tech industry.

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Check Out the Curriculum:

  1. Course Intro
  2. All 16 Lessons from the Emerging Leaders course!
  3. Why Good CS Leaders are hard to find
  4. Intro to Customer Relationship Management (CRM)
  5. What is SVOC? and Why it's so important!
  6. How to implement a segmentation strategy
  7. How to document processes and socialize them
  8. How to make data-driving decisions
  9. Customer Journey Mapping and storytelling
  10. Leading your Team Through Volatility and Change
  11. How to navigate renewals and win multi-year partnerships
  12. How to streamline and QA customer handoffs between teams 
  13. How to run a successful exit call, and how to teach it!
  14. The non-negotiables for your CSMs to run effective Quarterly Business Reviews (QBRs)
  15. CS Organizational Design: Scaling the department for the future
  16. Executive Presence & Storytelling for the C-Suite
  17. Course Activity: Capstone Simulation: Be the VP of CS

Meet Your Instructor

I'm so excited you're here! My name is Taylor Deloye and I have a passion for coaching and teaching and have been coaching both sales people and Customer Success Managers for over a decade. I have a Bachelor of Science in Business Administration and a Master's Degree in Customer Experience Management (CXM). As a people leader in Customer Success, I've managed more than 50 high-performing people across a variety of tech companies. I've had the opportunity to lead Customer Success, Account Management, Onboarding, and Technical Support Teams. In the courses I've designed, I've been able to include Master's-level topics not taught in Corporate America. Beyond that, each course includes data-backed content, customer stories, and insight from me as a seasoned hiring manager. Can't wait to help you Get Into CX and drive your Customer Success career!