Our goal at Success Methods is to advance the customer success profession by providing training and consulting services specifically designed for maximum impact.

Training Services

The Success Methods Academy provides training for customer facing professionals seeking to accelerate their effectiveness. We offer the following training services to our customers.

Our new self-study online academy featuring our brand new short form courses (approx 3 hours to complete):

  • Mastering Professional Conversations.
  • Mastering Customer Success

We have significant plans to extend the courses available in the online academy so sign up to our mailing list if you’d like to be amongst the first to hear about new courses.

Our established training courses for customer success professionals are now available via our virtual classroom. These take place over a 4 week period and include six 2 hour virtual classroom sessions plus dedicated instructor and buddy 1:1 calls to supplement the instructor provided course homework.

We hold regular public classes or the training can be delivered as a dedicated course for your company to suit your specific requirements.

Consulting Services

Success Methods offer a range of consulting services designed to enable you to build, enhance and maintain your customer success function. We offer the following services. A range of bespoke consulting services covering all aspects of setting up, running and evolving a customer success function within your company. We have designed these services to assist you to get up and running quickly and effectively or to help you tune-up your current approach. Our create your customer success framework service is an end-to-end approach to enable you to define, design, create and deploy a full customer success framework for your company. We are working virtually with consulting clients so please contact us at to discuss your requirements.

Packed with practical information: the core framework that the training is based around is a solidly constructed, logical and useable model that will be an asset to anyone within the CSM arena.

It was a truly enlightening and valuable two days that provided a strong foundation of practical methods to take forward into the real world.

Mark Harris

Global Customer Success Director, CrossKnowledge

Ian Robson is one of the foremost thinkers and practitioners of the art and practice of Customer Success for SaaS companies in the 21st century.

Having worked closely with Ian at two of our portfolio companies, we believe his balanced and results-oriented methodology is second to none.

Peter Campbell

Managing Partner, Education Growth Partners