Course curriculum

  • 01

    Getting Started

    • Welcome! Here is what to expect...

    • Before you get started...

    • CS Foundations Course - Study Guide

  • 02

    Kicking-Off With Customers

    • 1. Becoming a successful Customer Success Manager

    • 2. Shifting the conversation with your customers

    • 3. Accelerating business value creation by focusing on adoption

    • Join the Instructor-Led Training Session on Modules 1 - 3!

  • 03

    Maintaining Customer Relationships

    • 4. Understanding why your customers are not achieving success

    • 5. Establishing a strategic relationship with your customers

    • 6. Driving commitment to success through a structured process

    • Join the Instructor-Led Training Session on Modules 4 - 6!

  • 04

    Maturing Your Customer Success Capabilities

    • 7. Planning for a successful launch with key “before Go Live” actions

    • 8. Accelerating time to first value with Key “at Go Live” actions

    • 9. Accelerating business outcomes with key “post Go Live” actions

    • 10. Amplifying your customers’ success by aligning your organization

    • 11. BONUS MODULE! - Building tools, collateral, processes & playbooks for better customer engagement

    • Join the Instructor-Led Training Session on Modules 7 -11!

  • 05

    Your Feedback

    • Please provide your feedback on this course!

    • What's Next?


Instructor Bio:

Jason is a passionate thought leader in the field of customer success and software user adoption. Jason's 20+ years' experience leading technology implementation and adoption programs has given him the expertise to help organizations overcome the largest challenge they face - getting people to use technology to deliver results. Jason is the CEO of Tri Tuns, LLC, Co-Founder of Customer Success Mastermind, and Co-Host of the popular customer success podcast, "The Jasons Take On..." Jason has a master's degree in information systems from the London School of Economics, a master's degree in organization development & strategic human resource from Johns Hopkins University, and a bachelor's degree in business administration from George Washington University.

Jason Whitehead

Executive Instructor


Instructor Bio:

Sue Nabeth Moore is an active evangelist of customer success (CS) in Europe. As well as running her company, Success Track Enterprise providing CS strategic and operational consultancy and training services , she also regularly organizes and contributes to CS meetups and events around Europe. Sue is also a co-founder of Customer Success Mastermind. Inspired by Star Trek, her company slogan is “May you succeed long and prosper!”

Sue Nabeth Moore

Executive Instructor