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Become a World-Class Customer Success Leader

Master Proven Strategies to Build a Revenue-Generating CS Department, Advance Your Career… and Still Have a Life

Are you a Customer Success leader feeling overwhelmed, undervalued, and unsure how to drive real results?

You’re not alone.

The truth is, most CS leaders are set up to fail from the start.

Here’s why:

  • You were never taught how to be a CS leader – you were just thrown into the deep end

  • The strategies that made you a great CSM don’t work at the leadership level
  • You’re expected to drive revenue, but no one is listening to what’s causing churn

  • Unrealistic expectations from senior leadership leave you feeling constantly behind, and you struggle to prove the value of CS

  • You’re drowning in meetings and escalations with no time for strategic work – or your personal life!

It’s time for a new approach.

One that transforms you from a reactive firefighter into a respected business leader who drives measurable results!

The Customer Success Leadership Academy is the only program that combines Psychology-Based CS Strategy, Team Leadership, and Mindset Techniques proven to help you become a respected, high-performing CS Leader without sacrificing your work-life balance.

“I finally got out of player/coach mode, secured three additional headcount, and now present at board meetings.”

Walter Darrough, Director of Customer Success
From Reactive to Prescriptive

Your Journey to CS Excellence

Stage 1

Reactive

The REACTIVE Stage is where everyone starts. It doesn’t mean anything has gone wrong. Information is siloed so CSMs can’t be proactive — yet. They react to customer feedback as it comes. This is the time to really get to know your customers, their goals, and where your product fits into all of that so you can build the processes you need to take you to the next phase…

Stage 2

Informed

The INFORMED phase is the preparation for and rolling out of a CS tool. While not automated yet or fully informed by data, it still gives CSMs a place to track their accounts across the phases of the post-sale customer lifecycle, and gives much greater transparency into the customer base.

Stage 3

Proactive

The PROACTIVE Phase is where you have a tool, and it’s helping the CSMs stay on top of their book of business, and alerting them to possible risks and opportunities. Automations are based more on alerts than direct communications with the customer.

Stage 4

Prescriptive

The PRESCRIPTIVE Phase is a scaled, strategic CS program. It has defined, predictable paths for getting customers to their goals successfully, and maximizes customer led growth through positive NRR.

Customer Journey Mapping. Health scores. NRR. Customer Advisory Boards. …it’s a lot!

You’ve Got All The Pieces. Let me show you how they fit together!

12-Week Transformation: Transformation: Your Roadmap to CS Leadership Excellence

Where you can become a CERTIFIED CUSTOMER SUCCESS LEADER in only 12 weeks!

Week 1-2:

Master Time Management and Prioritization

Say goodbye to back-to-back meetings, and working overtime, while your department stays stuck in reactive mode…

  • Discover exactly what to focus on NOW – and what can wait.
  • Learn to set “kind boundaries” so you can say “no” without burning bridges.
  • Implement the productivity system that lets you “outsource your brain”
Week 3-5:

Develop Your CS Strategy Blueprint

This isn’t just CS Theory.

It’s how to make CS work in the REAL WORLD – with logical steps that turn a reactive “miscellaneous department” into a Predictive Growth Engine… one step at a time.

INSIDE YOU’LL DISCOVER:

  • Segmentation
  • Tiered Engagement Programs
  • Customer Value Realization Mapping
  • Success Plans
  • Onboarding
  • Renewal and Expansion
  • Digital CS
  • CS Tools
  • Customer Health
  • Advocacy Programs
  • Voice of the Customer Programs
  • Customer Advisory Boards

And so much more…

Week 6-8:

Excel in Cross-Functional Collaboration

It doesn’t matter how great your CS Department is…

If other departments don’t see your value, you’re going to struggle to get buy in… and budget!

  • The exact conversations to have with each department to start having a great relationship with Product, Sales, Market, and Supporteven if you’ve butted heads before!
  • The one thing you should NEVER say to the C-Suite – and what to say instead.

How to provide MASSIVE value – without adding to your to-do list.

Week 9-10:

Cultivate Exceptional Leadership Skills

Learn the Human-First techniques to build a motivated and high-performing team that allows you to work less, and feel incredibly fulfilled.  You’ll discover:

  • How to get out of player-coach
  • Team structure and capacity planning
  • How to lead meetings people actually WANT to attend
  • The simple strategy that helps you manage difficult employees

How to DELEGATE – and have your team thank you for it!

Week 11-12:

Harness the Power of Mindset and Executive Presence

  • Eliminate imposter syndrome and develop unshakeable confidence
  • Overcome people-pleasing and perfectionism
  • Learn Cognitive Behavioral techniques to rewire limiting beliefs
  • Cultivate executive presence that commands respect

Why the Customer Success Leadership Academy Stands Out

  • Brain-Based Customer Engagement Strategies: Leverage psychology to drive customer behavior

  • Human-First Leadership Techniques: Lead with empathy while achieving hard numbers

  • Exclusive CS Leader Community: Network and learn from peers facing similar challenges

  • Personalized Coaching: Get guidance from a recognized CS and Psychology expert

  • Proven Framework: Follow the exact system used to build world-class Customer Success Organizations across every company stage and industry.

By the end of these 5 Modules, you’ll have completely transformed the way you think and act in your role. You’ll be prepared to tackle any challenge, and showcase the value of Customer Success to your organization, and be recognized as a respected strategic leader.

Tracie

“From Day 1 there were so many practical things I could use! For every single section, I’ve been able to take something and implement it right away.”

Tracie Zamiska, Manager, Customer Success

“I’m doing more cross-functional work – showing how we can help other departments – and it’s getting us really good feedback.”

People love what we’re doing and they’re starting to think of our department in a different way.

Kyle Enman, VP Professional Services

Common Questions

Absolutely! The Customer Success Leadership Academy is designed to give you the exact skills and strategies you need to excel, whether you’re brand new to leadership or looking to take your skills to the next level.

The program is designed for busy professionals. Expect to spend 1-2 hours per week on coursework and coaching. The strategies you learn will save you time in the long run!

Many companies are happy to support their leaders’ professional development. We provide a brochure that highlights the ROI of the program, making it easy to secure approval.

Yes! The strategies you’ll learn are crucial whether you’re leading a team of 1 or 100. You’ll be prepared to build and scale a world-class CS organization from the ground up.

It's time to stop struggling and start thriving as a CS leader

Join the Customer Success Leadership Academy today and unlock your full potential. Your team, your customers, and your career deserve it.