Coaching for CSMs
Master Retention, Reduce Churn & Advance Your CS Career in 8 Weeks
Customer Success is evolving, and today’s CSMs are expected to do more than just manage accounts—they need to drive retention, expansion, and measurable impact.
If you're a CSM looking to level up your skills, build confidence in executive conversations, and position yourself for career growth, this 8-week intensive coaching program will help you get there.
Is This Coaching for You?
Do any of these sound familiar?
❌ You're managing accounts but want to be seen as a strategic partner to your customers.
❌ You want to drive retention & expansion but lack a clear framework to do it.
❌ You struggle to use data & reporting to prove customer success impact.
❌ You’re ready to take the next step in your career but feel stuck without a clear path to Senior CSM or leadership.
If any of these resonate with you, this coaching program will help you take the next step.
Coaching Investment for CSMs
What You’ll Learn
This 8-week coaching program is designed to help CSMs become proactive, data-driven, and impactful in their role.
Retention & Expansion Strategies
✅ Build a customer retention playbook that reduces churn
✅ Learn how to drive upsells & expansions without being salesy
✅ Create structured renewal processes to increase retention rates
Proactive Customer Engagement
✅ Transition from reactive account management to proactive success planning
✅ Develop strategic touchpoints to drive customer outcomes
✅ Strengthen executive relationship-building skills
Data-Driven Decision-Making
✅ Master customer health metrics & predictive churn analysis
✅ Learn to track key CS metrics & showcase business impact
✅ Build data-backed success plans that drive customer growth
CSM Career Growth & Leadership
✅ Position yourself for Senior CSM & leadership roles
✅ Learn how to communicate your value & influence stakeholders
✅ Develop a long-term career advancement strategy in CS
What You’ll Get
✅ 8 weeks of expert coaching, designed for CSMs ready to advance
✅ Proven frameworks and tools you can apply immediately in your role
✅ 1:1 coaching sessions to ensure personalized guidance and support
✅ Actionable strategies for customer retention, expansion, and leadership development
📅 Next Cohort Starts: April 15 | Limited Spots Available
Investment: $2,000 per person
Ask Your Company to Cover Your Coaching Investment
Many companies have Learning & Development (L&D) budgets specifically for professional growth. Since Customer Success directly impacts retention, expansion, and revenue, your company may be willing to cover or reimburse the cost of this coaching program.
How to Ask for L&D Assistance:
🔹 Step 1: Check if your company has a professional development budget for training, coaching, or certifications.
🔹 Step 2: Use the template here to request sponsorship from your manager or HR team.
🔹 Step 3: Highlight how this coaching will help you improve retention, customer engagement, and revenue impact.