“Operating Model For Customer Success
– Operating Model for Customer Success
– Uncovering expansion opportunities”

About the Course

Equip Account Managers and Customer Success Managers with a framework for customer growth, tightly linked with the comprehensive CS Operating Model that gives teams proven best practices for growth planning, account expansion, and securing deals.

After completing this course, AMs and CSMs will have the tools and skills to navigate uncovering and securing growth opportunities within existing accounts.

Best for:

  • Account Managers (AMs) and/or Customer Success Managers (CSMs) responsible for customer renewals, expansion, and growth using customer-centric and systems-based skills

Course format:

  • 8 hours live instruction; one 2-hour session each week
  • Delivered via Zoom video conference
  • Exclusive access to blueprints, videos, and exercises
  • Industry-recognized certification
  • Maximum number of learners: 25

Price

$2,500 per seat
or contact us for a private course for your team

Prerequisites

None.

Curriculum

Learners engage with their certified Trainer in an experiential learning format, with 8 hours of live instruction including role plays, breakouts, and recurring revenue frameworks applied to real-world situations. Each learner receives access to our learning management platform for concept reinforcement through videos and frameworks.

Week1.

Operating Model for Customer Success

  • Operating Model for Customer Success
  • Uncovering expansion opportunities
Week2.

Strategic Planning for Growth

  • Strategic planning & collaboration
  • Managing an effective renewal cycle
Week3.

Expansion

  • How to surface & secure expansions
  • Building & deepening executive relationships
Week4.

Securing the Deal

  • Trade vs. negotiate
  • How to share a compelling story

Training for 8 or more people?

Contact us to discuss private course options.

See here for the latest course schedule to sign up

Certification

When you pass the exam at the end of the course, you will receive the following industry-recognized certification that you can post to your LinkedIn profile.

Certified Trainers for this course

Alia Pirani

TORONTO

Taken by employees at

Training for 8 or more people?

Contact us to discuss private course options.