CSM Certification

$1,295.00 USD

CSM Essentials

$395.00 USD

CSM Communication

$495.00 USD

CSM Value

$495.00 USD

CSM Selling

$495.00 USD

CSM Essentials 1: Delivering the Customer Experience

Every interaction with a customer is an opportunity to build trust and demonstrate value. This class covers what a great customer experience looks like and how to deliver one.

$175.00 USD

CSM Essentials 2: Kicking Off the Relationship

Onboarding is one of the most critical phases of the customer journey and provides the foundation for a trust-based relationship with your customers. In this class we cover how to effectively guide a customer through this phase.

$175.00 USD

CSM Essentials 3: Conducting Strategic Business Reviews

Strategic Business Reviews are an essential tool for maintaining alignment with your customers. This class covers what a value-driven review looks like and and how to deliver one.

$175.00 USD

CSM Essentials 4: Managing Customer Health & Risk

Understanding what makes a customer healthy or risky is an important part of being a proactive, trusted advisor. In this class we discuss risk factors, how to use a health score, and what to do if a customer is at risk.

$175.00 USD

CSM Essentials 5: Balancing the Workload

Balancing the workload means setting aside time for strategic planning and actions that lead to long-term customer satisfaction rather than being entirely reactive. This class covers why it is important to be proactive, andpractical strategies for doing so.

$175.00 USD

CSM Communication 1: Communicating to Build Trust

Trust is the foundation for strong, lasting relationships that drive loyalty and long-term success. In this class we cover practical approaches to communication that help to build trust with customers.

$175.00 USD

CSM Communication 2: Engaging with Executives

Engaging with executives requires a different approach than the one you might use with other customer contacts. This class discusses ways to elevate your conversations with important decision-makers.

$175.00 USD

CSM Communication 3: Leading with Questions

 Asking the right questions isn't just about gathering information, it is about driving change. In this class we discuss a research-based methodology for asking the questions that will make your customers consider how best to achieve value with your solutions.

$175.00 USD

CSM Communication 4: Tackling a Difficult Situation

Tackling difficult situations proactively builds trust and demonstrates your commitment to the partnership. Whether you’re dealing with a frustrated client, an internal miscommunication, or a high-stakes escalation, this class will give you the tools you need to respond confidently and strategically.

$175.00 USD

CSM Communication 5: Communicating Across Cultures

In today’s global business environment, it’s more important than ever to be aware of how cultural differences can impact communication. This class covers a framework for understanding the communication cultures of different regions, companies and individuals.

$175.00 USD

CSM Value 1: Becoming a Trusted Advisor

Your ability to position yourself as a trusted advisor is one of the most powerful ways to create long-term, meaningful relationships with your customers. In this class, we’ll explore go beyond transactional interactions to build strategic partnerships.

$175.00 USD

CSM Value 2: Planning for Mutual Success

Planning for mutual success not only helps customers achieve their desired outcomes, but also builds your relationship and trust. This class is all about aligning with your customer to create plans that benefit both sides of the partnership.

$175.00 USD

CSM Value 3: Demonstrating Ongoing Value

Demonstrating value is key to building trust, fostering long-term partnerships, and ensuring customer retention and growth. In this class, we explore how to consistently show the measurable value a solution brings to customers.

$175.00 USD

CSM Value 4: Making CS a Team Sport

Customer success isn’t an isolated role—it’s a team effort that requires alignment and partnership across your organization. In this class, we’ll focus on the importance of cross-functional collaboration and how it elevates the impact of customer success.

$175.00 USD

CSM Value 5: Transforming Customers into Advocates

Advocacy is about more than just positive reviews; it’s about building a community of customers who actively promote your business and become your biggest supporters. This class explores the ultimate goal of customer success - creating loyal advocates.

$175.00 USD

CSM Selling 1: Selling as a Trusted Advisor

There are both benefits and challenges involved when your CS team is involved in selling to the customers they manage. In this class we cover ways to retain your status as a trusted advisor while advancing opportunities and managing your pipeline.

$175.00 USD

CSM Selling 2: Managing Renewals & Growth

Learn how to turn renewals into a predictable process and use strong customer relationships to drive expansion. This class connects the dots between retention and growth, offering practical strategies for managing renewal cycles and identifying the right moments for account expansion.

$175.00 USD

CSM Selling 3: Using Questions to Persuade

Great questions don’t just gather information—they influence decisions and drive change. This class teaches you how to ask strategic, high-impact questions that uncover insights, shift perspectives, and lead customers toward better outcomes.

$175.00 USD

CSM Selling 4: Handling Objections

Objections often surface during selling activities, but can also arise at other times in a customer's lifecycle. This class offers best practices for avoiding and handling common objections, including what to do when you get pushback on pricing.

$175.00 USD

CSM Selling 5: Negotiating Win-Win Outcomes

Negotiation is often thought about in terms of pricing, but it is a critical CS skill in many other areas. In this class, learn the basics of negotiation, like mirroring and anchoring, along with ways to find a mutually acceptable outcome.

$175.00 USD