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Our team is excited to get you on your way to increasing your customer success skills and professional success. Contact us with the form below to schedule your free initial consultation to chat with a Customer Success Mastermind expert, inspire ideas, and learn how our process works. Don't hesitate to send us other inquiries as well! Someone will be in touch in 1-3 business days to answer your questions and get you started.

Meet the minds behind Customer Success Mastermind

The CS Mastermind program is an exciting global customer success training, certification, and professional development program for customer success professionals. It provides a holistc, ongoing blended learning program that combines online training, live instuctor-led calls, coaching, toolkits, templates, and support to accelerate your professional growth. CS Mastermind is brought to you by a collaboration between two leading customer succcess consulting firms, Tri Tuns (USA) and Success Track Enterprise (Europe and UK). 

Many customer success training programs only provide for short-term learning. They lack the ongoing education, coaching, support, and reinforcement that is critical to building your confidence and helping you quickly apply your new knowledge and skills in your daily job. That is why we developed a fast, effective, affordable ongoing professional development program. Subscribe to the CS Mastermind program today and watch your career take off!

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Jason Whitehead, CEO - Tri Tuns

Jason is a passionate thought leader in the field of customer success and software user adoption. Jason's 23+ years' experience leading technology implementation and adoption programs has given him the expertise to help organizations overcome the largest challenge they face - getting people to use technology to deliver results. 

Jason has a master's degree in information systems from the London School of Economics, a master's degree in organization development & strategic human resource from Johns Hopkins University, and a bachelor's degree in business administration from George Washington University.

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Sue Nabeth Moore, CEO - Success Track Enterprise

Sue Nabeth Moore is an active evangelist of customer success in Europe. As well as running her company, Success Track Enterprise providing CS strategic and operational consultancy and training services, Sue regularly organizes and contributes to CS meetups and events around Europe. Inspired by Star Trek, her company slogan is “May you succeed long and prosper!”

A Better Way to Grow Your Customer Success Career!

Customer Success Mastermind is different than most training programs. We don't just train you up and then move on. We continue to work with you month-after-month, and year-after-year. We provide the ongoing learning, coaching and support you need to ensure your career thrives! We are your career advancement partner!  

The Customer Success Mastermind program is a flexible program that is intentionally designed to give you the ability to tailor the learning experience that is just right for you. In subscribing to Customer Success Mastermind, you get access to a wide variety of training tools and content, as well access to our live instructor sessions.

Are you looking for direct help, such as individual coaching, in-person team training, or hands-on consulting? No problem, we got that covered too. Just contact us and we can design the perfect program to meet your exact needs

Long story short...

We are so confident that you will love the program and see great results, that we offer a 30-day money back guarantee. And after your initial commitment period is over, you can cancel at any time. So why not start and try Customer Success Mastermind right away?

Let's work together

Our team is excited to partner you on your path to becoming a Customer Success Mastermind. Are you ready to move forward now?

Get Started With Customer Success Mastermind!

Advance Your Customer Success Career Today!

Customer Success Mastermind is an ongoing professional growth subscription program. It combines the best customer success online training, live-instructor sessions, coaching, toolkits, resources and certification you need to excel through every stage of your customer success career!

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Amazing Career Growth

Grow your skills and career:

  • Deliver impactful customer success services that delight customers and impress your executives
  • Increase your confidence working with customers
  • Proactively lead customers
  • Increase your leadership skills for working with customer & internal teams
  • Compound your learning and growth from ongoing professional development
  • Earn an industry recognized customer success certification
Celebrating Team

You Get So Much More Than Just Training 

Your world is changing fast and you need to keep learning and growing every day. Most training programs leave you to fend for yourself after the course is over. 

With Customer Success Mastermind, you subscribe to the ongoing learning, coaching and support you need to succeed today and prepare for the new challenges you will face tomorrow. 

Don't settle for just a one shot training program. Subscribe to Customer Success Mastermind and get the ongoing professional development, certification and support you need to grow your skills, confidence and career!

Designed Just For You!

We have developed the Customer Success Mastermind Program to meet your specific needs across your CS evolution.

You Are Early In Your Customer Success Career

Jump start your career growth, increase your confidence and boost your performance!

JUMP START MY CS CAREER

You Are An Experienced CS Professional

Advance your career and take your CS leadership skills to the next level!

You Need To Train And Develop Your CS Team

Quickly advance your customer success team's capabilities and performance!

Ready to quickly increase your customer success skills and advance your career?

Join Customer Success Mastermind and learn how to proactively lead customers with confidence, increase user adoption, accelerate account expansions, reduce churn and delight your customers

CS Mastermind Program Structure 

 So Much More Than Just Training...

Many customer success training programs only provide for short-term learning. They lack the ongoing education, coaching, support, and reinforcement that is critical to building confidence and ensuring customer success professionals apply their new skills when they are back in their daily jobs. That is why we developed a fast, effective, affordable subscription-based ongoing professional development program.

A Flexible Customer Success Blended-Learning And Certification Program

  • Online training content allows self-paced self-study 24 x 7
  • Live, instructor-led virtual training provides hands-on training delivered by proven customer success experts
  • Earn an industry-recognized customer success certification that you can share with managers, customers and Linked-In connections
  • Coaching and support calls to reinforce learning and help you apply what you have learned
  • Learn best-pacties from instructors and peers
  • Stay current on emerging trends and best-practices via new learning content delivered every 4 - 6 week 
  • Optional private coaching calls for individuals or groups 
  • Optional in-person training supplement for your team

Your First 3 Months

The first 3 months is a guided program where you complete the Growth Foundations Training. These 11 courses provide you a solid basis to support future learning. The foundation course includes both online courses and live, instructor-led training sessions.

You ca watch a free demo of the online Growth Foundations Training courses.

Watch A Demo Of The Growth Foundations Training
Learn More About The Growth Foundations Training

 Certification

After completing the growth foundations, you are eligible to take the optional Customer Success Mastermind certification exam. The certification provides you an industry-recognized credetial to help you grow in your career.

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Learn About Customer Success Mastermind Certification

 Ongoing Professional Development

Once you complete the foundations training, you will have access to the full suite of existing online training courses, toolkits, and other resources included in your program, so you can mix and match between the topics of most importance to you. Additional live instructor-led sessions are held on various topics each month. 

In order to compound your learning and professional development year over year, we are constantly developing new learning materials, checklists, toolkits and other for each Track. You will have access to the new content as it is released.

Learn About Ongoing Professional Development

Two Great Learning Paths!

Your ongoing professional development program is flexible to meet your current needs and it evolves as your career grows. 

  • Early Career Professionals: Your learning path is designed to help you quickly master key customer success concepts and practices, so you can lead your customers with confidence. 
  • Experiencesd & Aspiring CS Leaders: Your learning path helps you progress as a customer success leader. In addition to imoving our client skills, you will gain the expertise to grow a profitabile customer success practice and lead your CS team
I Am An Early In My CS Career
I Am A Customer Success Leader

Get Started Today!

Are you ready to take your customer success career to the next level? Join Customer Success Mastermind today and accelerate your learning and success!

Join Customer Success Mastermind Today!

Customer Success Certification

Once you have completed the core Growth Foundations Training you are eligible to take our Customer Successs Mastermind Certification exam. This exam assesses your mastery of the core customer success concepts, strategies, tactics and methods necessary to deliver the superior customer success services that companies require. 

Our certification program is developed in close consultation with the Customer Success Association to ensure it aligns with current industry best-practices. We our constantly reviewing our certification progam to ensure it meets or exceeds industry standards. Additional certification levels will be added in the near future.


Benefits of Certification

Earning your Customer Success Mastermind certification makes you standout as a skilled professional. Our certification gives you a competitive distinction that advances your customer success career and instantly gives you credibility when working with customers. 

  • Advance your customer success career by demonstrating your mastery of customer success concepts, strategies and practices 
  • Enhance your resume to increase your appeal to prospective employers
  • Easily share your certification on your LinkedIn profile to increase recognition of your professional accomplishments 
  • Quickly build professional credibility in the customer success community and when working with customers

Are You Ready To Advance Your Customer Success Career?

Subscribe to Customer Success Mastermind today and learn the strategies, practices and techniques you need to shine as a customer success professional!

Yes, I Am Ready To Advance My Customer Success Career!

Ongoing Professional CS Development

The Flexibilitiy To Meet Your Needs

Once you have completed the Growth Foundations Training courses and optional certification, you gain full access to all of the online training courses and resources included in your learning path. You select the topics and materials that are most relevant to your needs. The ongoing professional CS development program includes:

  • Additional online training content (new content is released every 4 - 6 weeks)
  • Live, instructor-led training on advance customer success topics
  • Access to our complete Software Adoption online training (10 courses)
  • Templates you can use to build your playbooks or other CS resources
  • Advanced toolkits for focused deep-dives to help you drive success with your customers

Make a Monthly Commitment To Your Career Growth

We get it - you're very busy. We understand how hard it is to balance your workload, delight clients, support your team, impress your boss AND still dedicate time to your own professional growth. That is why we have designed Customer Success Mastermind to be flexible to meet your needs and schedule. 

To get the most out of your program, we recommend that when you first join Customer Success Mastermind that you reserve at least 1 hour each week to complete an online training, attend a live training and review the other great resources included in your subscription. 

Training For Your Learning Path

Your ongoing professional development program provides focused customer success training tailored to meet the needs of early career professionals and customer success leaders

And since we release new courses every 4 -6 weeks, you will never run out of content. Here are additional recommended customer success training courses included in your subscription. (Note: some courses are currently in-development / planned for future releases.)

For Early Career Professionals

The following additional courses are recommended for your learning path:

  • Building Effective Success Plans
  • Conducting Effective Business Reviews 
  • Engaging Customers: Effective questions, Difficult Conversations, Negotiations & Objection Handling 
  • Holding Customers Accountable for Executing Their Own Success Plan 
  • Effective End-User, Manager and Other Stakeholder Onboarding
  • Finance:Understanding Renewals, Churn & Maximizing Customer Lifetime Value (CLTV) 
  • Understanding How to Use Customer KPIs and Health Scores to Balance Your Workload
  • And many more courses to come... 
Read More About The Early Career Professional Learning Path

For Customer Success Leaders

The following additional courses are recommended for your learning path:

  • All of the courses available to early career professionals PLUS
  • Proving the Value of CS Impact on Internal Company Financial Health 
  • Managing Up-sell and Cross-sell Opportunities for Growth 
  • Making your First CS hire. (Hiring & Scaling Your CS Team) 
  • Onboarding & Expanding your CS team 
  • Managing Capacity & Scalability 
  • CS Technology & Automation
  • Effective Customer Onboarding 
  • Scaling & Optimizing Customer KPIs and Health Scores
  • And many more courses to come...

Software Adoption & Change Management Training Is Included!

Most SaaS customers struggle with navigating change and driving adoption of software within their own organizations. To be an effective CSM and lead your customers, you need to understand their challenges and be an expert in what your customers need to do to drive system use and value creation. 

Your Customer Success Mastermind subscription includes full access to our online software adoption training. This training gives you the strategies and tactics you need to proactively guide customers in solving their most complex user adoption problems. 

The software adoption training includes the following courses: 

  • A key shift in focus from technology to adoption 
  • Strengths and limitations of traditional change management 
  • Five proven approaches to accelerate adoption 
  • User Adoption Must Haves 
  • Effective IT teams aligned for success 
  • Planning for a successful launch with key “before Go Live” actions 
  • Accelerating time to first value with Key “at Go Live” actions 
  • Accelerating business outcomes with key “post Go Live” actions 
  • Shifting the conversation with key stakeholders 
  • Engaging with key stakeholders

Toolkits

Your subscription also includes advanced toolkits that are focused on specific topics that are critical to software success. These topics build your expertise and ability to lead detailed discussions with your customers on how to build and implement their internal success programs. The toolkits include online training, sample deliverables, examples and checklists. These materials help you take fast, effective action. 

Toolkits include: 

  • Planning for Success - Act! 
  • Planning for Success - Mobilize! 
  • Get SMART About Your Adoption Goals 
  • Conducting a Gap Analysis to Accelerate Adoption 
  • Communication & Engagement Strategy Toolkit 
  • Business Processes Strategy for Accelerating Adoption 
  • Training Strategy for Accelerating Adoption 
  • Modeling Success: Executive Actions that Demonstrate Commitment to Success 
  • Executing Your Adoption Strategy & Action Plan at Go Live 
  • Revising Your Adoption Strategy & Action Plan After Go Live

Ready To Get Started?

Wow! Hard to believe you get all this as part of your Customer Success Mastermind subscription! Yet, you do.

Are you ready to increase your customer success skills, confidence and expertise? If so, subscribe today!

Subscribe to Customer Success Mastermind Here!

Growth Foundations Training

  • Learn to have effective, value-focused conversations (joining dots to the bottom line) 
  • Master proven tactics you can use to increase user adoption and business outcomes before, at and after go-live
  • Increase your soft skills (trust, client engagement, objection handling, leadership, conflict...) 
  • Gain advanced skills in the most effective change management & software adoption techniques 
  • Earn your Customer Success Mastermind Level 1 Certification

Build A Solid Foundation

The growth foundations training covers the operational and tactical practices and skills required to be effective in multiple customer success roles. We also include often overlooked less tangible skill sets: e.g. soft skills, change management (external and internal), software adoption methodologies for buyers and how to talk about and measure value with customers. 

This focus on soft skills, change management, and software adoption are often overlooked, yet they are critical to customers achieving success. By including these in your program, you increase your expertise, confidence and ability to lead clients in addressing these issues in an effective manner. That is why both poth Customer Success Mastermind (for early career professionals or for CS leaders) start with the core Foundations Training.

You Start With These 11 Core Course Modules

Your Customer Success Mastermind subscription journey begins by taking the 11 course modules in the core Growth Foundations Training. These online course modules are supported by live, instructor-led virtual training sessions to explore each topic in detail and with hands-on practical examples and guidance. Ideally, we recommend completing the core foundations courses within the first 3 months of joining Customer Success Mastermind.

Watch A Free Demo Of The Growth Foundations Online Courses

1. Becoming a successful CSM

Course Description: This course examines the role and expectations for CSMs in enabling and driving your customers' success.  

   

Learning Objectives: Set expectations for CSMs to act in a consultative role and understand client expectations for the CSM role.

 2. Shifting the conversation with your customers

Course Description: This course examines how to initiate and keep your customers strategically focused on business outcomes and success with your solutions.  

Learning Objectives: Shift thinking and focus from features / benefits to solving business problems and creating business value.

3. Accelerating business value by focusing on adoption

Course Description: This course examines the key concepts and focus areas for accelerating adoption of your solutions in your customers' environment so that they increase measurable business outcomes.  

Learning Objectives: Provide understanding of what drives and prevents customers from generating business value through effective use of your product.

4. Releasing trapped business value  

 

Course Description: This course examines why your customers are not achieving success via the traditional approaches customers take when introducing new systems.  

Learning Objectives: Increase CSMs subject matter expertise regarding typical approaches and techniques clients take to drive change and adoption and why they often fail to deliver expected business outcomes.

5. Establishing a strategic relationship with your customers

Course Description: This course examines how to establish yourself as a strategic partner and trusted adviser for your customers right from the start.  

  

Learning Objectives: Enable CSMs to work effectively with client executives and help CSMs be viewed as an expert who can solve business problems.

6. Driving commitment to success through a structured process

Course Description: This course examines a 5-step process you should use to drive your customers' commitment to their success with your solutions as part of your onboarding playbook.  

Learning Objectives: Provide a clear, repeatable process that can be used with all customers and a starting point / structure you can use to develop playbooks.

7. Planning for a successful launch with adoption actions before Go Live

Course Description: This course examines specific before Go Live actions you should include in your playbook to prepare your customers to quickly adopt your solutions at Go Live.  

Learning Objectives: Define specific steps you can take to drive success from the moment a client signs until launch.

8. Accelerating adoption and time to first value at Go Live  

 

Course Description: This course examines specific actions to include in your playbook that you should take at Go Live through the critical first 12 months to accelerate your customers' adoption of your solutions. Learning Objectives: Define unique client needs and opportunities to drive success during the critical initial Go Live period and identify specific actions to accelerate time to first value.

9. Sustaining success and adoption year after year with key post Go Live adoption actions

Course Description: This course examines specific actions you should take post Go Live as part of your long-term adoption and account expansions playbook with your customers.  

Learning Objectives: Prepare CSMs to evolve how they work with clients over the long-term. Enable CSMs to keep clients focused on value recognition from your software to expand accounts and increase renewals.

10. Amplifying customer success by aligning your organization for CS  

 

Course Description: This course examines what is needed to achieve a customer-centric focus and cross-functional processes within your organization and the impact that streamlined internal alignment has on client experiences and outcomes. 

Learning Objectives: Identify actions CSMs can take internally to help all departments in your organization amplify the CS role and client success and identify tactics to address common challenges you may face internally when evolving your CS function.

11. Building tools, collateral, processes and playbooks for easier and better customer engagement

Course Description: This course Help CSMs move beyond phone calls and emails to better engage with clients by developing extremely effective tools, processes, collateral and playbooks for maximizing the effectiveness of their customer success efforts.

Learning Objectives: You will examine how CS teams can jointly develop and share materials and processes that prove effective, identify how to develop new ways of engaging with hard to reach clients, learn to develop toolkits and materials that can be reused across clients to scale your engagement.

Customer Success Mastermind Certification

Once you have completed your the Core Foundations Training, you are eligible to take the Customer Success Mastermind Level 1 Certification test. Learn more about the certification process and how it enhances your career.

Become A Certified Customer Success Mastermind Professional!

Continue Developing Your Skills And Expertise in Customer Success

The Core Foundations Training courses are just the beginning of your Customer Successes Mastermind journey! After you have completed the Core Foundations Training, you have access to the complete online and instructor-led training and resources included in your selected subscription program.

Learn more about all the amazing ongoing customer success professional development resources available to you!

Learn About Ongoing CS Professional Development 

For Early Career Professionals

Are you looking to expand your knowledge, skills, and confidence in customer success? Do you want to break into the customer success industry? 

Customer Success Mastermind builds the skills you need for exceptional career growth and satisfaction! This program:

  • Teaches you the proven concepts, strategies, tactics and best-practices for delivering exceptional customer success services
  • Provides advanced training in organizational change management (OCM) and user adoption to solve complex customer adoption problems
  • Develops your soft skills so you can lead customers with confidence
  • Increases your ability to drive customer outcomes while expanding accounts and reducing churn
  • Gives you an industry recognized certification that boosts your career 

Quickly Advance Your Customer Success Career

Let's face it, there is a lot to learn to thrive as a customer success professional. You need to proactively lead customers and help them achieve desired business outcomes, navigate internal complexity in your organization, impress your boss and invest in your own professional development to advance your career. It can be really hard to balance it all!

Your Customer Success Mastermind subscription program makes it easy to wow clients, delight your boss and grow yoru career. Your on-going program gives you the required knowlege and skills about customer success, software adoption, and relationship management to lead customers with confidence and deliver the results they seek.

Your subsciption program starts by giving you the core growth foundations training upon which you will build. You then have the flexiblity to design a custom learning path based on your unique needs. 

A Flexible Customer Success Blended-Learning And Certification Program

  • Online training content allows self-paced self-study 24 x 7 
  • Live, instructor-led virtual training provides hands-on training delivered by proven customer success experts 
  • Earn an industry-recognized customer success certification that you can share with managers, customers and Linked-In connections 
  • Coaching and support calls to reinforce learning and help you apply what you have learned 
  • Learn best-practices from instructors and peers 
  • Stay current on emerging trends and best-practices via new learning content delivered every 4 - 6 weeks 
  • Optional private coaching calls  

Recommended Learning Path

After completing the Growth Foundations Training, your subscription gives access to advanced materials and professional development events to help you work hands-on with customers. Additional content is listed below. (Note: some courses are currently under development or planned for future development.)

Team Collaborating

First Year Learning Path

We recommend you complete the following courses durng your first 12 months of Customer Success Mastermind:

  • Get SMART About Your Adoption Goals 
  • Facilitating a Customer User Adoption Gap Analysis 
  • Building Effective Success Plans 
  • Effective Organizational Onboarding with Your Project Sponsor
  • Onboarding with Your Project Sponsor 
  • Conducting Effective Business Reviews 
  • Engaging Customers: Effective questions, Difficult Conversations, Negotiations & Objection Handling 
  • Holding Customers Accountable for Executing Their Own Success Plan 
  • Listening to Your Customers and Setting Expectations: Getting & Operationalizing Product Feedback 
  • Planning for Success – Mobilizing Your Team
CSM Team

User Adoption Learning Path

To be an effective CSM, you need to be an expert in helping customers drive software adoption. Your Customer Success Mastermind includes access to our complete software adoption training:

  •  A Key shift in focus from technology to adoption
  • Strengths and limitations of traditional change management 
  • Five proven approaches to accelerate adoption 
  • User Adoption Must Haves  
  • Effective IT teams aligned for success 
  • Planning for a successful launch with key “before Go Live” actions 
  • Accelerating time to first value with Key “at Go Live” actions 
  • Accelerating business outcomes with key “post Go Live” actions 
  • Shifting the conversation with key stakeholders 
  • Engaging with key stakeholders
  • Planning for Success - Act! 
  • Planning for Success - Mobilize! 
  • Get SMART About Your Adoption Goals 
  • Conducting a Gap Analysis to Accelerate Adoption 
  • Communication & Engagement Strategy Toolkit 
  • Business Processes Strategy for Accelerating Adoption 
  • Training Strategy for Accelerating Adoption 
  • Modeling Success: Executive Actions that Demonstrate Commitment to Success 
  • Executing Your Adoption Strategy & Action Plan at Go Live 
  • Revising Your Adoption Strategy & Action Plan After Go Live
Learning Path

Long-Term Learning Path

As your career evolves, we recommend you continue your growth by completing these additional professional development courses.

  • Effective End-User, Manager and Other Stakeholder Onboarding 
  • Finance:Understanding Renewals, Churn & Maximizing Customer Lifetime Value (CLTV) 
  • Understanding How to Use Customer KPIs and Health Scores to Balance Your Workload 
  • Reengaging Disengaged Customers - What To Do When Customers Go Dark 
  • Managing Internal Relationships, Expectations and Escalations Cross Functionally 
  • Risk Management 
  • Managing Customer Feedback - Soliciting and Responding 
  • Learning From Customers' Success and Failure 
  • Analyzing Retention & Churn for Improvement 
  • Turn Your Customers Into Advocates  
  • Manage & Drive Retention
  • Proving the Value and ROI to Your Customers of Your CS Services (Up-selling Your CS Services)

Are You Ready to Jumpstart Your Customer Success Career?

Join Customer Success Mastermind and subscibe to learning the skills and practices you need to enhance your career, increase account expansion, reduce churn and delight customers!

For Customer Success Leaders

Are you looking to increase your ability to lead and grow a thriving customer success practice? Are you an experienced customer success professional looking to get promoted to a leadership role?

Customer Success Mastermind gives you on-demand knowledge and tools to build and lead high-performing customer success teams! This program:

  • Teaches you the proven concepts, strategies, tactics and best-practices for delivering exceptional customer success services that delight customers
  • Deep-dives into the strategic, financial, and operational challenges you need to master to thrive as a customer success leader
  • Gives you tools and techniques to increase executive support and alignment across your internal organization
  • Provides advanced training in organizational change management (OCM) and user adoption so you can solve complex customer adoption problems 
  • Gives you an industry recognized certification that boosts your career 

Become An Amazing Customer Success Leader

So, you are an experienced customer success professional looking to take the next step in your career. That means leading a CS team, maturing a customer success program, or building an entire customer success team. 

Your Customer Success Mastermind program builds your knowledge, skills and confidence in the critical areas necessary to thrive as a customer success leader. You will learn how to:

  • Win and keep executive support for customer success
  • Align your internal organization to ensure customers achieve their desired results
  • Build a high-performing customer success team
  • Develop and deliver the customer success services that delight customers
  • Create a profitable customer success practice that is a financial growth-engine for your company.

A Flexible Customer Success Blended-Learning And Certification Program

  • Online training content allows self-paced self-study 24 x 7  
  • Live, instructor-led virtual training provides hands-on training delivered by proven customer success experts  
  • Earn an industry-recognized customer success certification that you can share with managers, customers and Linked-In connections  
  • Coaching and support calls to reinforce learning and help you apply what you have learned  
  • Learn best-practices from instructors and peers  
  • Stay current on emerging trends and best-practices via new learning content delivered every 4 - 6 weeks  
  • Optional private coaching calls  

Recommended Learning Path

After completing the Growth Foundations Training, you get subscribed access to advanced materials and professional development events to help you work hands-on with customers.  

Your program includes access to all of the materials available for early career professionals plus additional content, live instructor-led training, and other resources that are exclusively for customer success leaders!

Additional content for customer success leaders is listed below. (Note: some courses are currently planned or under development.)

Charts on Computer

Growing a Financially Positive & Profitable Customer Success Service

Exceptional customer success leaders build programs that are profitable growth drivers. These courses help you get support and prove the worth of customer success.

  • Executive Business Case for Customer Success 
  • Justifying Your CS Budget and Resource Requests! 
  • How to Get Executive Support for Building Long-Term Customer Success Practice  
  • Aligning Your Internal Organization Around CS  
  • Proving the Value and ROI of Your CS services to Your Customers 
  • Marketing, Positioning and Selling your CS Services
  • Jumpstart Your CS Efforts - Low Hanging Fruit & Short-Term Actions to Get CS Started! 

  



Flip Chart Discussion

Building & Developing Your Customer Success Team

Building a high-performing customer success team is very challenging. These courses will help you do this with speed and ease.

  • Setting up your CS department: Charter, Responsibility, Maturity Model & Executive Buy-in  
  • Making your First CS hire. (Hiring & Scaling Your CS Team)
  •  Onboarding & Expanding your CS team 
  • Developing CSM Career Paths 
  • Introducing Initial CSM Performance KPIs and Initial Customer KPIs 
  • Preventing CSM Burnout. Maintaining the Health of your CS Team


   

 

Team at Table

Maturing & Scaling Your Customer Success Practice


Launching an impactful customer success prorgram is just the first step. These courses help grow, mature and scale your program.

  • Minimum Viable CS Service and Pilot Testing Your CS Program 
  • Managing Capacity & Scalability 
  • CS Technology & Automation - When to Invest & What You Need 
  • An Agile Approach to Building Your First CS Processes & Playbooks 
  • Segmenting Customers 
  • Customer Journey Mapping & Engagement Modules 
  • Creating a Software Success Mindset Within Your Customers’ Organizations 
  • Helping Customers Setup Their Internal Software Success Program!

Are You Ready to Jumpstart Your Customer Success Career?

Join Customer Sucess Mastermind and learn the skills and practices you need to enhance your career, increase account expansion, reduce churn and delight customers!

Build A World-Class Customer Success Team!

  • Create a high-performing, high-impact customer success team
  • Increase the confidence and ability of your team to lead customers
  • Convert your staff from a reactive, support mentality to a proactive, results-focused team of experts
  • Shift your team from being product-focused to business-value focused
  • Give your team the expertise they need to increase end-user adoption and benefits realizaton for your customers


Take Your Team To The Next Level

One of your biggest challenges as a customer success leader is turning every member of your staff into a confident and proactive professional who is able to increase customer outcomes, reduce churn, expand accounts, and delight your customers. 

Customer Success Mastermind provides your team the required knowledge and skills about customer success, software adoption and relationship management to be confident and effective when working with customers. Our ongoing subscription to training, coaching and support keeps your staff advancing their abilities and growing in their careers.

Customer Success Mastermind provides you the high-caliber team you need to deliver a world-class customer success team that drives the growth and profitability of your company!

Get Customer Success Mastermind For My Team!

Develop Your Customer Success Team!

  • Build the capabilities and synergies of your entire CS organization/team 
  • Perfect for small, medium and large teams
  • Include as part of your onboarding program for new CS staff members 
  • New CS Staff can join at any time (adapted for current staff and future hires) 
  • Arrange subscriptions for geographically dispersed teams (minimize travel costs while advancing skills and effectiveness)
  • Schedule private team instructor-led calls or coaching sessions (discounted rate) 
  • Group discounts
  • Discount for annual billing

Customer Success Mastermind Helps You:

Young Team

Increase the Skills And Effectiveness Of Your Current Team

Customer Success Mastermind is a great way to quickly up-skill your existing team. It ensures everyone has mastered the same customer success concepts and foundations, enabling your entire team to work together more effectively.

Team at Computer

Provide a Career Path For Future CS Leaders

The ongoing professional development provided by Customer Success Mastermind ensures your team applies what they learn and continue to enhance their skills. It propels your staff along their career track and develops the skills you need to promote future CS team leaders.

Effectively Onboard Future Hires

You need to get new CS staff up to speed and performing quickly. Customer Success Mastermind is designed so that new hires can join the program at any time. Have all new hires join Customer Success Mastermind as part of their onboarding process and reduce the time it takes to get them being fully productive when working with customers

Are You Ready to Improve Your Team?

Are you ready to start improving the confidence, ability and capacity of your customer success team? Contact us today to learn about group pricing and customization options for your Customer Success Mastermind program!

Join Today!

Start Growing Your Customer Success Career Today!

Join CS Mastermind For Early Career Professionals!

Ready to get started now? No need to wait. Just use the button below to subscribe to the CS Mastermind Program for early career professionals and you get immediate access to your first course!

Join CS Mastermind For Customer Success Leaders!

Ready to start growing your customer success leadership knowledge and skills? Use the button below to subscribe to the CS Mastermind Program for current and aspiring leaders!

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Customer Success Mastermind, Tri Tuns & Success Track Enterprise participate in a wide variety of customer success events. Please joins us! Here is a list of our upcoming events!

5 Simple Steps For Customer Success Managers To Become Proactive & Confident

Limted Time Only! Watch The Replay Until June 3, 2017 

I Want To Watch The Replay!

Many customer success managers (CSMs) struggle with being reactive and unsure of what they need to do effectively lead customers in achieving great results. But what steps do you take to actually become more confident and proactive? What should you do differently and how will you know it is working?

This webinar will share an easy, powerful approach that all CSMs can immediately apply to quickly increase their confidence and effectiveness when working with customers. You will learn:  

  • The secret for immediately becoming more confident when working with customers! 
  • How to engage your customers from the very start they view you as an expert and trusted advisor. 
  • Getting your customers to focus on taking actions and delivering win-win outcomes.  

You don't want to miss this webinar! Please join us for either of the two live sessions.  

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