Pulse+

Bundle
Pulse+ Subscription
Pulse+ Subscription

About This Bundle

This subscription includes full access to all 4 levels (CSM Level 1, CSM Level 2, CS Leader, and CS Operations) of CS training and certifications and thought leadership content.

$900 Access: 12 months

What you get in this Bundle

Customer Success Operations Certified Professional
Customer Success Operations Certified Professional

Learning Path

About This Learning Path

Interactive training designed to up-level your CS Ops knowledge and skills.

Elements of CS Ops: Building the Elements Triangle

Course

Lifecycle of a CS Ops Journey

Course

Customer Success Strategy

Course

Outcomes for CS Ops: Early Stages

Course

Outcomes for CS Ops: Mature Organizations

Course

Defining Process, Roles and Responsibilities

Course

Optimizing Tech Stack and Tooling

Course

Working with Data and Analysis

Course

Composing Your Own Operating Rhythms

Course

CS Ops: Change Management

Course

CS Enablement

Course

How CS Ops Contributes to Scaling CS

Course

Digital-Enabled Efforts in Customer Success Operations

Course

EXAM: Customer Success Operations Certified Professional

Course

Getting Started with Digital Customer Success
Getting Started with Digital Customer Success

Learning Path

About This Learning Path

Earn a skills badge on Digital Customer Success by completing this comprehensive training program covering digital tactics throughout the customer journey.

Introduction to Digital Customer Success

Course

Leveraging Digital Customer Success for Growth

Course

Start the Journey With a Proactive Approach

Course

The Path to Personalization

Course

Secrets to Executing Digital CS Motions

Course

Bringing Customer Education to a DCS Strategy

Course

Simplifying with AI: The Future of Customer Success

Course

Digital Customer Success Skills Badge Exam

Course

Identifying Risk and Preventing Churn
Identifying Risk and Preventing Churn

Learning Path

About This Learning Path

Earn a skills badge on Identifying Risk and Preventing Churn by completing this comprehensive training program covering anticipating and managing risks, ultimately leading to improved customer retention and success.

An Introduction to Risk Detection and Prevention

Course

Benefits of Creating a Risk Process

Course

Identifying and Tracking Risks Within Your Portfolio

Course

Best Practices for Managing Risks

Course

Customer Stories on Managing and Preventing Churn

Course

Identifying Risk and Preventing Churn Skills Badge Exam

Course

Introduction to Change Management in Customer Success
Introduction to Change Management in Customer Success

Learning Path

About This Learning Path

Earn a skills badge on Change Management in Customer Success by completing this comprehensive training program covering the tools and strategies to effectively navigate and manage change, ensuring smooth transitions for both customers and teams.

Introduction to Change Management in Customer Success

Course

Implementing Change Management Strategies

Course

Measuring and Optimizing Change Management Impact

Course

Introduction to Change Management in Customer Success Skills Badge Exam

Course

Level 1 Customer Success Manager Certified Professional
Level 1 Customer Success Manager Certified Professional

Learning Path

About This Learning Path

Introductory training on the skills and concepts required to be an effective CSM.

Why Customer Success as a Career?

Course

Brief History of Customer Success

Course

Customer Success Terminology

Course

The Customer Success Process

Course

Segments and Engagements

Course

The Red, Yellow, Green Meeting

Course

Sell to the Right Customer

Course

Empowering Sales

Course

Obsessively Improve Time-to-Value

Course

Nail the Handoffs

Course

Product Must Be the Top Priority

Course

Define a Clear Customer Journey

Course

Understand Your Customer Churn

Course

Relentlessly Manage and Monitor Customer Health

Course

Regularly Deliver Business Reviews and Reports

Course

Tracking CSM Team Productivity and Effectiveness

Course

Focusing on Customer's Objectives...Not Yours

Course

Defining and Developing the Customer Advocate

Course

Exercises to Apply What You've Learned

Course

EXAM: Customer Success Manager Certified Professional - Level 1

Course

Level 2 Customer Success Manager Certified Advanced Professional
Level 2 Customer Success Manager Certified Advanced Professional

Learning Path

About This Learning Path

Advanced CSM training builds on the skills and concepts presented in Level 1.

Lifecycle and the CSM

Course

Customer Journey Mapping

Course

Know How to Respond When You Don't Know the Answer

Course

Sales and Customer Success in the Age of the Customer

Course

CS and Product Team Alignment

Course

Voice of the Customer: Surveys and In-Product Feedback

Course

Preparing for Customer Engagements

Course

Risk Management: What to Do When a Customer is Trending Toward Cancelling

Course

Customer Success at Scale using Tech Touch - Part 1

Course

Customer Success at Scale using Tech Touch - Part 2

Course

Driving Product Adoption - Part 1

Course

Driving Product Adoption - Part 2

Course

Success Planning - Part 1

Course

Success Planning - Part 2

Course

1. Introduction and Course Overview - Emily Wright

Course

2. The Sales to CSM Handoff - Emily Wright

Course

3. The Customer Kick-off - Emily Wright

Course

4. The Customer Launch - Emily Wright

Course

5. Business Reviews - Emily Wright

Course

6. The Renewal - Emily Wright

Course

7. Closing Statements - Emily Wright

Course

EXAM: Advanced Customer Success Manager Certified Professional - Level 2

Course

Level 3 Customer Success Leader Certified Professional
Level 3 Customer Success Leader Certified Professional

Learning Path

About This Learning Path

In depth training supports new and aspiring CS leaders in successfully managing and building their teams.

Customer Success Leader Fundamentals

Course

Scaling Customer Success with Customer Segmentation

Course

Defining the Journey Map to Customer Outcomes

Course

Managing CSM Ratios

Course

Customer Success Metrics and Reporting

Course

Customer Success Hiring Basics

Course

CSM Compensation and Career Paths

Course

Onboarding New Customer Success Team Members

Course

Driving Efficiency With CS Ops

Course

Budgeting for Customer Success

Course

Introduction - Allison Pickens

Course

Why Present to your Board? - Allison Pickens

Course

Crafting Your Summary Statement - Allison Pickens

Course

Key Metrics to Include - Allison Pickens

Course

Organizational Changes - Allison Pickens

Course

Key Initiatives - Allison Pickens

Course

Customer Stories - Allison Pickens

Course

Key Takeaways - Allison Pickens

Course

Addressing Concerns - Allison Pickens

Course

Common Questions & Closing - Allison Pickens

Course

EXAM: Customer Success Leader Certification - Level 3

Course

Bundle
Pulse+ Subscription
Pulse+ Subscription
$900 Access: 12 month

About This Bundle

This subscription includes full access to all 4 levels (CSM Level 1, CSM Level 2, CS Leader, and CS Operations) of CS training and certifications and thought leadership content.

What you get in this Bundle

Customer Success Operations Certified Professional
Customer Success Operations Certified Professional

Learning Path

About This Learning Path

Interactive training designed to up-level your CS Ops knowledge and skills.

Elements of CS Ops: Building the Elements Triangle

Course

Lifecycle of a CS Ops Journey

Course

Customer Success Strategy

Course

Outcomes for CS Ops: Early Stages

Course

Outcomes for CS Ops: Mature Organizations

Course

Defining Process, Roles and Responsibilities

Course

Optimizing Tech Stack and Tooling

Course

Working with Data and Analysis

Course

Composing Your Own Operating Rhythms

Course

CS Ops: Change Management

Course

CS Enablement

Course

How CS Ops Contributes to Scaling CS

Course

Digital-Enabled Efforts in Customer Success Operations

Course

EXAM: Customer Success Operations Certified Professional

Course

Getting Started with Digital Customer Success
Getting Started with Digital Customer Success

Learning Path

About This Learning Path

Earn a skills badge on Digital Customer Success by completing this comprehensive training program covering digital tactics throughout the customer journey.

Introduction to Digital Customer Success

Course

Leveraging Digital Customer Success for Growth

Course

Start the Journey With a Proactive Approach

Course

The Path to Personalization

Course

Secrets to Executing Digital CS Motions

Course

Bringing Customer Education to a DCS Strategy

Course

Simplifying with AI: The Future of Customer Success

Course

Digital Customer Success Skills Badge Exam

Course

Identifying Risk and Preventing Churn
Identifying Risk and Preventing Churn

Learning Path

About This Learning Path

Earn a skills badge on Identifying Risk and Preventing Churn by completing this comprehensive training program covering anticipating and managing risks, ultimately leading to improved customer retention and success.

An Introduction to Risk Detection and Prevention

Course

Benefits of Creating a Risk Process

Course

Identifying and Tracking Risks Within Your Portfolio

Course

Best Practices for Managing Risks

Course

Customer Stories on Managing and Preventing Churn

Course

Identifying Risk and Preventing Churn Skills Badge Exam

Course

Introduction to Change Management in Customer Success
Introduction to Change Management in Customer Success

Learning Path

About This Learning Path

Earn a skills badge on Change Management in Customer Success by completing this comprehensive training program covering the tools and strategies to effectively navigate and manage change, ensuring smooth transitions for both customers and teams.

Introduction to Change Management in Customer Success

Course

Implementing Change Management Strategies

Course

Measuring and Optimizing Change Management Impact

Course

Introduction to Change Management in Customer Success Skills Badge Exam

Course

Level 1 Customer Success Manager Certified Professional
Level 1 Customer Success Manager Certified Professional

Learning Path

About This Learning Path

Introductory training on the skills and concepts required to be an effective CSM.

Why Customer Success as a Career?

Course

Brief History of Customer Success

Course

Customer Success Terminology

Course

The Customer Success Process

Course

Segments and Engagements

Course

The Red, Yellow, Green Meeting

Course

Sell to the Right Customer

Course

Empowering Sales

Course

Obsessively Improve Time-to-Value

Course

Nail the Handoffs

Course

Product Must Be the Top Priority

Course

Define a Clear Customer Journey

Course

Understand Your Customer Churn

Course

Relentlessly Manage and Monitor Customer Health

Course

Regularly Deliver Business Reviews and Reports

Course

Tracking CSM Team Productivity and Effectiveness

Course

Focusing on Customer's Objectives...Not Yours

Course

Defining and Developing the Customer Advocate

Course

Exercises to Apply What You've Learned

Course

EXAM: Customer Success Manager Certified Professional - Level 1

Course

Level 2 Customer Success Manager Certified Advanced Professional
Level 2 Customer Success Manager Certified Advanced Professional

Learning Path

About This Learning Path

Advanced CSM training builds on the skills and concepts presented in Level 1.

Lifecycle and the CSM

Course

Customer Journey Mapping

Course

Know How to Respond When You Don't Know the Answer

Course

Sales and Customer Success in the Age of the Customer

Course

CS and Product Team Alignment

Course

Voice of the Customer: Surveys and In-Product Feedback

Course

Preparing for Customer Engagements

Course

Risk Management: What to Do When a Customer is Trending Toward Cancelling

Course

Customer Success at Scale using Tech Touch - Part 1

Course

Customer Success at Scale using Tech Touch - Part 2

Course

Driving Product Adoption - Part 1

Course

Driving Product Adoption - Part 2

Course

Success Planning - Part 1

Course

Success Planning - Part 2

Course

1. Introduction and Course Overview - Emily Wright

Course

2. The Sales to CSM Handoff - Emily Wright

Course

3. The Customer Kick-off - Emily Wright

Course

4. The Customer Launch - Emily Wright

Course

5. Business Reviews - Emily Wright

Course

6. The Renewal - Emily Wright

Course

7. Closing Statements - Emily Wright

Course

EXAM: Advanced Customer Success Manager Certified Professional - Level 2

Course

Level 3 Customer Success Leader Certified Professional
Level 3 Customer Success Leader Certified Professional

Learning Path

About This Learning Path

In depth training supports new and aspiring CS leaders in successfully managing and building their teams.

Customer Success Leader Fundamentals

Course

Scaling Customer Success with Customer Segmentation

Course

Defining the Journey Map to Customer Outcomes

Course

Managing CSM Ratios

Course

Customer Success Metrics and Reporting

Course

Customer Success Hiring Basics

Course

CSM Compensation and Career Paths

Course

Onboarding New Customer Success Team Members

Course

Driving Efficiency With CS Ops

Course

Budgeting for Customer Success

Course

Introduction - Allison Pickens

Course

Why Present to your Board? - Allison Pickens

Course

Crafting Your Summary Statement - Allison Pickens

Course

Key Metrics to Include - Allison Pickens

Course

Organizational Changes - Allison Pickens

Course

Key Initiatives - Allison Pickens

Course

Customer Stories - Allison Pickens

Course

Key Takeaways - Allison Pickens

Course

Addressing Concerns - Allison Pickens

Course

Common Questions & Closing - Allison Pickens

Course

EXAM: Customer Success Leader Certification - Level 3

Course