Master Customer Success Management with the CSM Professionals Course

This 24-lesson, self-paced course features nearly 6 hours of content, with a real-world final activity to test your skills. This course encompasses instruction for an advanced understanding of how to be a dynamic Customer Success Manager who consistently mitigates churn, drives new revenue growth, and is a general company asset cross-functionally.

This course also includes the entire CSM Fundamentals Course.

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Career Growth

This course enhances your professional skills, opening doors to new opportunities in CS!

Expert Knowledge

Gain an advanced understanding of CS Management from an industry expert.

Practical Learning

The course provides real-world instruction and activities to test and improve your skills.

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 (understand the product and hit your metrics!)
  12. The Value-Add email strategy
  13. Running (and Teaching) Successful Exit Calls
  14. When to think about leaving and finding a new role in Customer Success
  15. Course activity: Cross-functional email writing practice

Welcome! Here's the Course Intro

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CSM Professionals Course - An Advanced CS/CX Course for Hungry CSMs

  1. Module 1- Let's Jump In!

    1 lesson
    1. Course Intro - Welcome!

  2. Module 2

    3 lessons
    1. The Upsell Motion in Customer Success- How to “Land and Expand”
    2. How to Spot Account Risk for Churn Mitigation
    3. Building and Owning Both Macro and Micro Account Plans

  3. Module 3

    3 lessons
    1. How to Leverage Available Data to Drive Your Book of Business
    2. Using AI and Automation to Support Your Book at Scale
    3. The Concept of "Phased Growth" and the Customer Maturity Framework

  4. Module 4

    2 lessons
    1. How to be a Cross-Company Asset as a CSM
    2. The Value-Add Email Strategy to Drive Written Success

  5. Module 5

    2 lessons
    1. Running Successful Exit Calls to Mitigate Customer Churn
    2. Course Activity: Cross-functional Email Writing Practice

Imagine being a dynamic Customer Success Manager driving revenue growth and mitigating churn.

Signing up for the CSM Professionals Course will equip you with the skills to land a great role in Customer Success or advance at your current company.