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CSM Foundations Customer Success Training Workshop | Atlanta, GA.

  • Tenant Lounge (Next door to UserIQ) 1050 Crown Pointe Parkway, Suite 150 Dunwoody, GA 30339 USA (map)
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CSM Foundations Atlanta, GA.

October 22 & 23, 2019

Customer Success Training Workshop

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.


This workshop is presented in partnership with UserIQ. UserIQ helps businesses realize the full value of customer success by equipping teams with the product analytics, customer insights, and user engagement tools needed to fight churn, grow the account, and align the entire business on users’ needs.

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

The 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

  • Using a Consultative Approach

  • The Key Disciplines Of Execution

  • Top Strategies For Handling Escalations

  • Crucial Tactics For Handling Tricky Customers

  • The Key Metrics Every CSM Should Be Aware Of

I entered the workshop quite the skeptic, and left very much a believer.
— Weisman, Senior Account Manager, Greatcall

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 significant 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

Aaron Thompson | SuccessHACKER

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.