CSM Foundations Customer Success Training Workshop 

Learn the tactics and practices top Customer Success Managers use to reduce churn, increase adoption and make renewals inevitable.


In Just 2-Days You'll Learn...

  • 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 
  • Top Strategies For Handling Escalations 
  • Crucial Tactics For Handling Tricky Customers
  • The Key Customer Success Metrics Every CSM Should Be Aware Of

Become A Certified CSM

At the end of the CSM Foundations Customer Success training workshop participants are given the opportunity to earn their Level 1 Customer Success Manager 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. 

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 Participants Are Saying

Lori Pitts

"This course is a must-attend for CSMs and their leaders alike. It provides an excellent skills and information base to enable CSMs to become trusted advisors for their customers." 

- Lori Pitts

Chad Jasmin

“I would completely recommend going through the SuccessCOACHING program. You'll learn exactly what you need to do to build a solid foundation for Customer Success.” 

- Chad Jasmin 

Juniper Sage

"It not only provides the fundamentals, it instills the values and the processes that should be applied daily for delivering customer value and driving customer success."

- Juniper Sage


  • When is it? July 9-10, 2018
  • Where is it? When I Work HQ, 420 North 5th Street, Suite 500, Minneapolis, MN (map)
  • Who's delivering it? James Scott
  • Why should I be there? To learn the top strategies for gaining control of your time, capacity and Customer Success. 
  • What's it all about? Providing CSMs with the knowledge they need to get on the "fast track" to CSM certification.

The workshop begins in:


Secure Your Spot Today!


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

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

Day 1

8:30am: 9am: 12pm: 1pm: 5pm: 

Registration & Breakfast Workshop Lunch Workshop End of Day 1

Day 2

8:30am: 9am: 12pm: 1pm: 4pm: 5pm:

Breakfast & Networking Workshop Lunch Workshop Certification Exam Happy Hour 

*Hours are subject to change. 

Meet Your Instructors

James Scott | SuccessCOACHING

James Scott is a globally recognized Top 100 Customer Success strategist. He has over a decade of experience building and leading post-sale organizations in B2B SaaS companies, both in the US and Europe. He now leads SuccessHACKER's training practice and has delivered public and private Customer Success training to many CSMs over the past two years. He's also a Host in OUTCOMES, the Customer Success community and an Advisor at Atlanta Tech Village, Endeavor and Alchemist Accelerator. 

Aaron Thompson | SuccessCOACHING

Aaron Thompson has dedicated his career to helping companies improve retention, increase recurring revenue, and lowering customer acquisition costs. His background developing and executing training and implementation programs, managing technical support staff and leading Customer Success team, has uniquely positioned him to deliver the best-in-class SuccessHACKER curriculum. He's also the founder of Leading Customer Success, a national CS Leadership Summit and online community on OUTCOMES.

Sponsored By

When I Work creates simple-to-use Scheduling and Time Clock tools that help hourly employees and managers work better together.  

Become a Certified CSM in just 2-days!

Learn the tactics and practices top Customer Success Managers use to reduce churn, increase adoption and make renewals inevitable.