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CSM Foundations Customer Success Training Workshop | Boston, MA.

  • Manhattan Prep 140 Clarendon Street Boston, MA, 02116 United States (map)
CSM Foundations Customer Success Training Workshop Boston

CSM Foundations
Boston, MA.

November 6 & 7, 2019

Customer Success Training Workshop

If you're a Customer Success Manager from the Boston 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 Boston, MA.

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.

This workshop was absolutely incredible. I’m going to go back to work with a lot more confidence than I had before the workshop and that’s going to make me a better Customer Success Manager and a more trusted advisor to my customers. It’s going to make me better at my job and make our company more successful.
— 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:

  • How To Drive Increased Customer Lifetime Value

  • A Consultative Approach To Customer Success

  • The Key Disciplines Of Execution

  • Top Strategies For Handling Escalations

  • How To Handle Your Tricky Customers

  • The Key Metrics Every CSM Should Be Aware Of

  • 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

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 in order to be able to deliver the outcomes that customers demand and that companies count on. 

Customer Success Certification.png

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 outcome 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

Andrew Marks | SuccessCOACHING.png

Andrew Marks has spent nearly 25 years in high tech, mostly building highly effective post-sales organizations that drive customer lifetime value and improved customer satisfaction.