Customer Success Team Training

Scalable, Structured Training for High-Performing Customer Success Teams

Equip your team with practical, proven Customer Success training built around the globally recognized Practical CSM Framework. Whether you’re onboarding new hires or leveling up an entire department, our programs help you drive consistency, capability, and measurable results.

Built for Teams and CS Leaders

Trackable Progress and Certification

Used by Fortune 500 Companies

Customer Success Team Training – One Size Doesn’t Fit All

Customer Success teams come in all shapes and sizes. From lean startup squads to complex enterprise departments, each team has its own structure, responsibilities, and challenges.

That’s why we provide flexible, role-based training solutions instead of one-size-fits-all programs.

Whether you’re building a CS function from scratch or scaling a global program, we offer tailored solutions to meet your goals and fit your team’s maturity.

Below are three of the most common team scenarios we work with — and the training solutions we recommend for each.

Small Teams & Startups

For Customer Success teams of 3–10 people, structure and consistency are key to growing efficiently. Whether you’re building your first CS function or transitioning from ad hoc support to a formalized team, early investment in training pays off quickly.

Imagine a startup CS team of 10 managing onboarding, renewals, and relationship growth across a fast-growing customer base. They need practical, repeatable processes — and a shared language — to scale effectively.

Our recommendation:

Enroll all team members in CCSMP Scholar for foundational, self-paced training that covers the entire customer success lifecycle. Assign the Team Reporting License to the CS leader for visibility into progress, completion, and performance.

Example: For a 10-person team

  • Base price: $487 per seat
  • Volume and online checkout discounts available
  • Manager access included
  • Typical cost: from $358 per seat

Growing CS Teams

As your Customer Success team scales to 10–50 people, roles naturally diversify. You may have a mix of high-touch CSMs managing strategic accounts, digital or low-touch roles handling volume-based relationships, and support staff covering onboarding or renewals. Each group has unique training needs — but the entire team still needs to work from a shared foundation.

Without a clear training strategy, teams risk inconsistency, knowledge gaps, and misalignment. That’s why mid-sized CS organizations benefit from role-based learning paths that align to real responsibilities while reinforcing common practices across the team.

Our recommendation:

Assign high-touch CSMs to CCSMP Full for deep, end-to-end training. Enroll general CSMs in Scholar for structured, scalable learning, and use Basic for onboarding, renewals, and support roles. Provide Team Reporting Licenses to managers to access progress and development.

Example: For a 50-person team

  • Role-based pricing from $177–$617 per seat
  • Volume discount applied
  • Manager access included
  • Typical cost: from $309 per seat

Enterprise CS Organizations

At scale, Customer Success becomes more complex — and more strategic. Enterprise CS departments of 50+ people often span multiple regions, segments, and product lines, with formal onboarding, specialist roles, and leadership accountability.

In this environment, consistency, adaptability, and continuous learning are essential. Teams need structured certification, personalized development paths, and reliable reporting to align efforts across the organization.

Our recommendation:

Enroll all team members in CCSMP Full for a unified foundation across the team. Support long-term success with ongoing CPD (40h+ per year) and consult with us to create a custom onboarding and training plan tailored to your structure, goals, and systems.

Example: For a 100+ person team

  • Full certification recommended for all team members
  • Custom onboarding and role-based learning paths
  • Ongoing CPD integrated into development plans
  • Automated reporting and progress tracking

Other Solutions & Delivery Options

Not every team fits neatly into a standard package — and we’re ready for that. In addition to our core certification programs, we offer flexible training formats and delivery options to meet your specific needs.

  • Custom Quotes for Every Team
    We tailor each proposal to your goals, structure, and preferred delivery method. No two CS teams are exactly alike — and neither are our training plans.
  • Instructor-Led Workshops
    Choose from standardized, expert-led workshops starting from $10,000, or work with us to create a fully customized session for your team.
    👉 Explore Customer Success Workshops
  • BYOL: Bring Your Own LMS
    Prefer to keep everything in-house? You can license our 7-module video course, and we’ll help design a tailored training plan and internal exam. Your team manages delivery, reporting, and certification through your own LMS.
    Initial setup is more involved in Year 1, with lower ongoing costs and no student limits in place from the start.

Next Step: Explore What’s Right for Your Team

Not sure where to begin? Whether you’re assessing training options or ready to see what Practical CSM looks like in action, we’ve got two easy ways to get started:

  • Book a 45-Minute Training Strategy Checkup
    Talk directly with our founder, Rick Adams, about your team’s structure, goals, and challenges. Includes the option to preview the Practical CSM Academy and explore our Team Reporting features.
    👉 Schedule Your Strategy Session
  • Request a 2-Week Free Trial
    Explore our Certified CSM Professional program, browse the 300+ hour CPD Library, and preview how your team would learn with us — all at no cost.
    👉 Start Your Free Trial

Frequently Asked Questions

Is the training really designed for teams?
Yes. While individuals can take the course, the CCSMP program is built with team adoption in mind — including shared frameworks, role-specific training options, and optional progress tracking for managers.

How is the program structured?
Training follows a 10-module curriculum based on the 7-stage Practical CSM Framework, developed by Rick Adams and published by Taylor & Francis. It’s grounded in Bloom’s Taxonomy for effective adult learning and aligned with ISO/IEC 17024 certification principles.

Can we mix different training levels within our team?
Absolutely. Many teams combine Full, Scholar, and Basic packages depending on role complexity. We’ll help you create the right mix for onboarding, specialization, or large-scale enablement.

Do team members learn at their own pace?
Yes. All content is fully online and self-paced. Team members can complete their training on a schedule that fits their workload and availability.

What kind of reporting is available for managers?
With a Team Reporting License, managers gain access to dashboards showing each user’s progress, completion status, and certification level — helping support accountability and track development across the team.

Do you offer instructor-led or live training options?
Yes. We offer standardized workshops starting from $10,000, as well as fully customized sessions tailored to your team’s goals.
👉 View Customer Success Workshops

Can we preview the content before making a decision?
Yes. Book a free 45-minute strategy checkup with platform walkthrough and reporting preview, or request a 2-week trial to explore the experience firsthand.

Can we deliver the training through our own LMS?
Yes. With our BYOL (Bring Your Own LMS) model, you can license our 7-module video course, co-design an internal training plan and exam, and manage everything in-house — including reporting and certification.

Is this a recognized certification?
Yes. CCSMP is trusted by Customer Success teams at Dell, CDW, Telstra, and other global companies. The program is governed by a Certification Oversight Committee to ensure quality, integrity, and industry relevance.

Is CPD access included in all training plans?
No. Full access to our 300+ hour CPD Library is included exclusively in the CCSMP Full package. It’s ideal for teams with formal development plans, compliance needs, or ongoing learning goals.

Explore More Resources

Whether you’re comparing training options or building a Customer Success enablement plan, these resources will help you make the right decision.

Practical CSM Framework PDFs
Download the foundational framework behind all of our Customer Success training programs — available for individual learners and team leaders.

Free Chapter: Practical CSM Book
Start reading Chapter 1 of Practical Customer Success Management — the textbook behind our training programs.
Download Free Chapter →

Customer Success: Attitudes to Training, Certification & CPD
A research-based report exploring how CS professionals and leaders view training, certification, and ongoing development.
Download the PDF →

Training Strategy Guide
Build a smart, scalable Customer Success training plan for your organization.
Download the Strategy PDF →

Certification Duration Calculator
Primarily used by team leads, but helpful for individuals too — estimate how long CCSMP certification will take based on your availability.
Use the Calculator →

What Our Clients Say
See how our training has impacted individual professionals and global CS teams.
Individual Testimonials →
Corporate Testimonials →

Industry Oversight & Credibility
Learn how our Certification Oversight Committee ensures quality and relevance.
Meet the Committee →

Help Center & Knowledge Base
Find answers, support articles, and detailed guidance any time.
Visit the Help Center →

Let’s Find the Right Customer Success Training for You

Not sure where to start? Whether you’re choosing your first course, planning a training path for your team, or exploring custom certification packages—we’re here to help.

Our team will guide you through the options, answer your questions, and help match the right training to your goals and experience level. We can also support team leaders in creating scalable learning programs tailored to their organization’s needs.

"*" indicates required fields

Name*