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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 

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. 

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.

  • Isn't training my team my job as a CS Leader? Why would I bring someone else to do that?
    Firstly, yes! Training is absolutely part of your job as a CS Leader – the best CS leaders I've worked with prioritize enabling their team (kudos to you if you are that leader). While bringing someone else in to train your team might seem counterintuitive, there are plenty of benefits. Here are some of the major ones: 1. This frees up your time to focus on strategic planning and critical tasks 2. Your team sees it as an investment in their growth, which boosts morale and engagement and helps you retain your top talent 3. You're bringing in an external expert with a wealth of knowledge and experience from various industries and companies. This outside perspective can introduce new ideas and strategies that might not be evident from within the organization.
  • What specific outcomes can our team expect from these workshops?
    Our workshops are designed to empower your customer success team with strategic and proactive skills that directly impact critical metrics like Net Revenue Retention (NRR). We believe that achieving outcomes starts with enabling your team with core Customer Success skills. Building their ability to have more outcomes-driven conversations, improving their relationship management across all stakeholders, and understanding how to execute their strategy effectively will improve team efficiency, standardize customer success processes, and enhance the proactive identification of risk and revenue opportunities.
  • How do you tailor the training to meet our company's specific needs?
    We understand that each company has unique challenges and goals. Before the workshop, we conduct a thorough assessment to understand your specific needs. The training is then customized with relevant data, practical exercises, and strategies that align with your team's dynamics and business objectives.
  • Can the training be conducted remotely or does it require in-person attendance?
    To accommodate diverse needs and preferences, we offer both remote (digital) and in-person training options. Our digital workshops are conducted via Zoom (don't worry, they're still every engaging), ensuring an effective and inclusive learning experience regardless of your team's location.
  • Who is leading the workshops?
    Our workshops are led by Diana De Jesus, an experienced trainer and expert in the field of Customer Success. She brings a wealth of knowledge from working with a variety of teams in the SaaS industry, ensuring that the training is both insightful and practical. Throughout her career, she has taken on various roles, such as team lead, customer success manager, and customer marketing manager at prominent startups. Working with over 50 CS teams, she's assisted them in streamlining their operations and unlocking their team's potential through engaging coaching.
  • Is there follow-up support or additional resources available after the workshop?
    Absolutely! We believe in providing ongoing support to ensure the successful implementation of strategies learned in our workshops. This includes a follow-up session and, if needed, access to personalized consultations to address any lingering questions or challenges.
  • I have a question. How can I get in touch?
    You can send us an email directly!

Are your Customer Success Managers "Strategic"? 

What Others Are Saying... 

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