Customer Success Management
Virtual Training Programme

The gold-standard in practical, outcomes-focused training for Customer Success professionals.

Trusted by teams at top SaaS & technology companies.

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Course Overview

If you are a customer success professional you almost certainly want the following:

Re-worked entirely for the virtual classroom, Customer Success Management: Outcomes To Frameworks is highly participative in nature and designed to equip you with the tools, content and knowledge needed to meet every one of these objectives in your customer success role.

The course is comprised of six 2½ hour virtual classroom sessions supplemented by team classroom exercises and set homework between sessions.

Over the course of the six weeks a comprehensive Miro Board is built up containing a candidate Customer Success Framework and a broad set of actionable frames to help you to embed customer success across your organisation.

This gives you and your team a role and employer specific set of content that you can apply immediately to your day to day activities as a CS professional.

On completion, attendees receive their Customer Success Professional certification from The Success Methods Academy.

What You'll Learn

Course delivery is over six 2½ hour instructor led sessions covering the material shown below. Each session includes a set of lecture content delivered in the virtual classroom, exercises worked as a team during the classroom sessions and a set homework exercise after each session.

Session One

Foundations

Session Two

Frameworks & Value

Session Three

KPIs, Measurement & Segmentation

Session Four

Stakeholders & Value

Session Five

Strategy & Alignment

Session Six

Governance, Change & Review

Virtual Training - Logistics & Pricing

Success Methods offer our virtual classroom training course for corporate clients who wish to train their team(s) of customer success professionals.

Our corporate courses run on demand and are arranged to meet the specific requirements of our customers.

  • Dates: By agreement. Typically one session a week for six consecutive weeks.
  • Location: Virtual Classroom.
  • Duration: Six 2½ hour sessions over the agreed period.
  • Audience: Customer success professionals.
  • Price: Courses start at £4,500 for teams of four. Additional attendees priced at £500.
  • Certification: All attendees receive a certificate of course completion from the Success Methods Academy.

Hear From Past Participants

A brilliant course, very insightful and full of information covering key concepts, operations, measurement and governance. This course really pushes you to contribute at the highest level. All attendees enjoyed it and the level of discussion and debate was so valuable. Highly recommended if you’re new to Customer Success or want to find ways to improve yourself in your current role.
Tom Parkinson
Tom ParkinsonCo-Founder, Air Education
I found the course very thought provoking and while validating a lot of the work we’ve been doing, it’s also given me a lot of food for thought in terms of future plans. We really liked how interactive it was as well and I think it’s got all of us (from very different backgrounds) speaking the same language now!
Ashwini Job
Ashwini JobDirector Customer Experience & Success, Arm
Such a great course for any Customer Success professional! Ian starts by taking you through how to form your own Customer Success Framework and then follows this up with practical tools to bring it to life!
Odette Davies
Odette DaviesVP of Customer Success, RoleMapper
I recommend that you take this course to ensure you and your business have a true understanding of the role and benefits it delivers to customers.
Frank Sims
Frank SimsHead Of Delivery & Customer Success, iCabbi
The most valuable time I have spent this year! I walked away with so many learnings, and a clear path to implementing best practices in customer success. Ian took the time to understand the individual challenges everyone faced and provided frameworks and solutions to combat these. Whether you are building a CS function from scratch, managing a team or managing accounts as a CSM – this course will be invaluable!
Eva Evangelou
Eva EvangelouCustomer Success Director, BibliU
I am extremely impressed and would recommend this course to anyone interested in employing Customer Success in their company or their role.
Sophie Harris-Edmond
Sophie Harris-EdmondSenior Experience Consultant, Granicus
I feel I have a much better understanding of Customer Success as a whole and the theory needed to apply to it correctly. I am already using areas of the training in my day to day role with much more yet to implement.
Jenna Lee
Jenna LeeProject Manager, Diageo

Transform Your Team’s Customer Success Skills?

Contact us today to discuss your objectives or to book a virtual training course for your team.
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