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CSM Foundations Customer Success Training Workshop | Portland, OR.


  • Portland, OR. USA (map)
Portland CSM Foundations Customer Success Workshop.jpg

CSM Foundations Portland, OR.

April 16 & 17, 2019

Customer Success Training Workshop

If you're a Customer Success Manager from the Portland area and want to boost your skills and earn an official certification in Customer Success Management, then join us for the upcoming CSM Foundations Customer Success Workshop in Portland, OR.

Attending the CSM Foundations Workshop series, delivered by the team behind SuccessCOACHING, is an excellent way for current, and potential, CSMs to gain a solid, working understanding of the practical aspects of Customer Success Management.


If you’re a Customer Success Manager from the Atlanta area and want to boost your skills and earn an official certification in Customer Success Management, then join us for the upcoming CSM Foundations Customer Success Workshop in Atlanta, GA.

Attending the CSM Foundations Workshop series, delivered by the team behind SuccessCOACHING, is an excellent way for current, and potential, CSMs to gain a solid, working understanding of the practical aspects of Customer Success Management.
— Kelly Smith, Customer Success Manager, Sigstr

Workshop Curriculum

In just 2-days, this Customer Success Manager certification workshop covers 12 topics, the full SuccessCOACHING Level 1 Certification curriculum, and is ideally suited for CSMs in individual contributor roles, or with early leadership responsibilities (although we've had everyone from VPs of Customer Success to people who are not yet in a CSM role enjoy our workshops).

The 12 modules covered are:

  • The Key Components of Customer Success

  • How To Think Like Your Customer

  • The Core Principles Of Effective Onboarding

  • A Proven Success Planning Methodology

  • How To Deliver Effective Business Reviews

  • Strategies For Re-Engaging Disengaged Customers

  • How To Drive Increased Customer Lifetime Value

  • A Consultative Approach To Customer Success

  • The Key Disciplines Of Execution And Follow-Through

  • Top Strategies For Handling Escalations

  • Crucial Tactics For Handling Tricky Customers

  • The Key Metrics Every CSM Should Be Aware Of

Secure Your Seat

Become A Certified CSM

At the end of the CSM Foundations workshop participants are given the opportunity to earn their Level 1 Certification.

Our rigorous CSM certification examination assesses your understanding of the best-practices, methods, and strategies that you need to know to be able to deliver the outcomes that customers demand and that companies count on. 

 
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Becoming a great CSM is a lifelong journey, attaining your Level 1 Certification is a great first step. Earn your certification and display it as a digital certificate and badge on your LinkedIn profile to demonstrate your professional development and commitment to delivering the best out possible for your customers and company.

What Past Participants Are Saying

 
 
 

What's The Schedule?

CSM Foundations is an immersive and invaluable learning experience taking place over two action-packed days. Each day will be intense and filled with engaging lessons, exercises, and group discussions.

The workshop curriculum is designed to take you on a step-by-step journey through the essential elements of Customer Success and show you proven strategies that you can use immediately to increase your ability to make your customers successful.

Agenda | Day 1

8:30am - Arrival, light breakfast
9:00am - Workshop Morning Session Starts
12:00pm - Lunch Break
1:00pm - Workshop Afternoon Session Starts
5:00pm - End of Day 1

Agenda | Day 2

8:30am - Arrival, light breakfast
9:00am - Workshop Morning Session Starts
12:00pm - Lunch Break
1:00pm - Workshop Afternoon Session Starts
4:00pm - Certification Exam 
5:00pm - Workshop Ends

Meet Your Instructor

Aaron Thompson | SuccessHACKER.jpg

Aaron Thompson has dedicated his career to helping companies improve retention rates, increase recurring revenue, and recoup customer acquisition costs. His background developing and executing training and implementation programs, managing technical support staff and then leading Customer Success for B2B SaaS companies, has uniquely positioned him to deliver the best-in-class SuccessHACKER curriculum with real-world experience.