UpSkill Your Customer Success Team

*unlock revenue

In the dynamic world of Customer Success, it's common for leaders to find themselves stretched thin.

You're not just managing tasks; you're leading people, each with their unique challenges:

CSMs struggling to balance multiple priorities, often reacting rather than proactively steering client relationships.
Teams grappling with client engagement, questioning their approach and effectiveness.
New CSMs feeling adrift in the absence of clear processes and guidance.

The worst part: Not all CSMs feel comfortable telling their managers that they need help.

It's Time to Bridge the Gap.

Hello, my name is Diana. While my journey in Customer Success began as a CSM, my path led me to specialize in supporting CS teams and coaching hundreds of CSMs. My experience includes working at a CSM platform, where I gained unique insights into how CS teams operate and succeed.

My approach isn't about theoretical lessons; it's about real, actionable strategies and insights that bring tangible results. From identifying skill gaps to providing structured, engaging workshops, I'm here to help you elevate your team!

Training Offered

Success Plans: Driving Results & Making Them Stick

This interactive workshop is for Customer Success teams who want to build sustainable success plans. Collaborate with clients on a game plan, stay on top of the execution, and drive results time over time–that's the power of an effective success plan. What we'll be working on:

Uncovering Objectives
Success Plan Journey Mapping
Alignment Through Communication
Client Accountability

Strategic Customer Success Team 2.0

This interactive workshop is for Customer Success teams who want to become more "strategic" but don't know where to start. We'll unpack what it means, learn strategies you can implement tomorrow to start driving value and tap into the tools you'll need to continue building your CS team's "strategic" muscle. What we'll work on:

Outcomes-Driven Conversations
Relationship Building
Success Plans
Stakeholder Alignment

Is Training Right For Your Team?

Team training is an investment in your Customer Success Team.

if you're a CS Leader who:

Wants to uplevel your team's skills but don't have the time to do it yourself.
Noticed your team could use a little boost – morale isn't the same.
Wants to keep your talent by offering them valuable growth and learning opportunities.
Could use a fresh perspective (from a seasoned expert) to inspire new ideas and strategies.

Training your CS team is the way to go.

Still not sure? You can book a free 15-minute training request call to get more info.

Book Free Call

How Does It Work?

Step 1: Assessment

Let's get to know your needs! We'll do a thorough assessment of your team's strengths and improvement areas. Based on this, and your input, we'll customize the workshop and create additional resources for your team's upskilling action plan.

Step 2: Workshop

Conduct the workshop! This includes focused lessons on strategic customer success skills, hands-on activities for practical application, and action plans for each team member.

Step 3: Follow-up

A 30-day post-workshop check-in to review action plan implementation, tackle any challenges, and ensure the lasting integration of new skills.

Email Us

Are your Customer Success Managers "Strategic"?

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