CSM 10-week bootcamp

Enroll your Customer Success team managers and members in this interactive, CS certification workshop from RecastSuccess. Attendees will learn from CS industry experts how to work effectively to deliver value for your customers and grow the revenue for your business as you scale.

Core Curriculum

Week 1

Live:

● Welcome & Cohort Introduction

● CSM Overview & Key Terminology

● Resources

Discussion and Project:

● Identifying your skills & gaps

Week 4

Live:

● Customer Education

● No/low Touch Strategy

● Internal Communication

Discussion and Project:

● Implementation Planning

Week 2

Live:

● Customer Journey

● X-functional Partners

● SaaS Models and Lifecycle Stages

Discussion and Project:

● Role identification and motivations

Week 5

Live:

● Pilots & Upselling

● Success Plans

● Voice of Customer

Discussion and Project:

● Product Training Video Creation

Week 3

Live:

● Personas & Roles

● Onboarding & Implementation

● Discovery & Business Architecture

Discussion and Project:

● Communication Planning & Lifecycle

Maps

Week 6

Live:

● QBRs

● Storytelling with data

● Common KPIs/ ROI metrics

Discussion and Project:

● Sample Data Analysis and QBR

presentation

Week 7

Live:

● Forecasting

● CRM/ CSM software

● Playbooks

Week 8

Live:

● Scaled Communication

● Health Scores

● Risk Management

Week 9

Live:

● Opportunity identification

● Renewals

● Negotiations

Discussion and Project:

● Capturing customer testimonials

Week 10

Live:

● Marketing Opportunity Identification

● Delighting Customers

● Customer Advocacy

Discussion and Project:

● Graduation!

Discounts are available enrolling multiple team members: contact support@recastsuccess.com