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The Practical CSM Framework

Monthly LIVE training sessions with Rick Adams

About The Practical CSM Framework series

The Practical CSM Framework is a simple but highly effective framework for customer success management. It divides the typical customer success “journey” into seven key phases and provides a pre-created set of responses to the most common challenges faced by the CS professional within each phase. Each response is carefully documented with step-by-step guidance on when and how to perform the necessary tasks within it. Using the Practical CSM Framework delivers a consistent approach, maximizes quality and enhances productivity.

PracticalCSM.com is pleased to announce a 60-minute online virtual training webinar for busy professionals, run by our CEO and founder Rick Adams.

This webinar series has been run many times and received very high reviews from attendees. It explains the need for and benefits from using a framework, and then provides an overview of the Practical CSM Framework itself. Each of the seven phases within the framework are then described and explained before the webinar ends on how to put it to practical use in the real world.

  • Phases 1&2: Preparation, Commitment 
  • Phase 3: Onboarding
  • Phase 4: Adoption Planning
  • Phase 5: Implementation
  • Phases 6&7: Value Realization & Engagement Evaluation

Attendance is FREE – just use the REGISTER options below to reserve your invitation to attend each event.

Thanks to The Customer Success Association for publicizing these events.

Rick Adams CEO of Practical CSM

Rick Adams

Author of our Customer Success Certification program & Host the PCSM Framework series

Practical CSM Awards 2020-2022
Practical Customer Success Management border

Rick Adams is an independent author, trainer, and consultant specializing in helping technology companies deliver measurable business value for their customers. Adams has over 25 years experience of working in the IT industry, including owning his startup software-as-a-service business, which he sold in 2012 to focus on writing, training, and consulting. Having delivered training and consultancy to hundreds of companies and thousands of technology professionals in over thirty countries across four continents, Adams is now based on the rural west coast of Ireland, where he lives with his two dogs, Zeus and Terri.

Adams’ recent work includes developing and delivering a global certification program on customer success management for Cisco Systems Inc. His book titled ‘Practical Customer Success Management: A best practice framework for managers and professionals’ was recently published by Routledge and is available from Amazon and all other book retailers. His current interests include helping individuals and companies develop best practices in customer success management and business outcomes-focused selling.

WEBINAR REPLAYS

Phases 1&2: Preparation & Commitment

Practical CSM Framework Stage 1 Commitment
Practical CSM Framework Stage 1 Preparation
Practical CSM Framework Stage 2 Onboarding

Phase 3: Onboarding

Phase 4: Adoption Planning

Practical CSM Framework Stage 2 Adoption Planning
Practical CSM Framework Stage 2 Adoption Implementation

Phase 5: Adoption Implementation

Phase 6: Value Realization

Practical CSM Framework Stage 3 Value Realization
Practical CSM Framework Engagement Evaluation

Phase 7: Engagement Evaluation