Course Work

woman with laptop engaged in coversation

Live Instruction

Industry insiders Michi Pezeshki and Annie Dean, help growing companies to up-skill their customer success teams. The certification program includes lots of practice and group discussions.

Hands on workshops include:

  • Setting a mutual success plan

  • Creating an implementation project plan

  • Story telling with data to create an EBR/QBR

  • Negotiating a renewal

  • Capturing and prioritizing feature request

  • And more!

Learn on your schedule

Choose from a part-time 10 week cohort, available in convenient times for EU and US timezones. Or join us for our 3-day intensive workshops. Custom programs tailored to your needs are also available, contact us to learn more.

So many times in the past few weeks, I’ve been able to do better at work by knowing what to look for/pay attention to! All because of everything I learned from you!! Planning for quarterly business reviews, knowing who my decision maker is vs. my influencers and why that matters, and more. It’s all SO applicable.
— Naomi Gelfand, August Health

Experience

“I have 20 pages of notes from this week (for real). I learned so much that I can immediately apply and share with my team. I've already started implementing some changes / improvements to processes that we have in place. It's given me confidence to lead my team in a time of change.”

Megan Brady

Manager, Customer Success

Homebot.ai

 

Example Boot-Camp Topics

  • Communication channels

    Strategic Planning

    Prioritization

  • Partnering with Cross-functional departments

    CX journey mapping

    Accountability

  • Success Plans

    Business Architecture

    Key personas

    Onboarding

  • No/low touch strategies

    Customer Education

    Change Management

  • Pilots

    Opportunity identification

    Voice of Customer in the SDLC

  • Storytelling with data

    Goal setting

    QBRs/ QVRs

  • Key systems used by sales, CS and support

    Project Management and organization best practices

  • Risk management

    Renewals

    Negotiations and contracts