Certified CSM Professional Basic
$177.00 Original price was: $177.00.$150.45Current price is: $150.45.
15% Off
A foundational Customer Success training program designed for professionals transitioning into CS or supporting customer-facing work. Build structured, practical knowledge using the industry-standard Practical CSM Framework—while earning your first professional certification.
What’s included:
- 2 certification modules from the full CCSMP program
- 2 workbooks with scenario-based exercises
- 2 tests to assess understanding
- Professional certificate: Certified CSM Professional – Level 1
Best for:
Early-career Customer Success Managers, career changers, and adjacent team members who want recognized training, fast. Upgrade options available to continue to Levels 2–4 and CPD at any time.
Study time: 4-6h
Level: Beginner
Access: 12 months
Certificate: Professional
Certification level: 1
Shareable Badges: 2
Start Your Customer Success Certification Journey with CCSMP Basic
Whether you’re stepping into a Customer Success role for the first time, transitioning from a related field like support or sales, or just need to align with your CS team—CCSMP Basic is a smart place to begin.
This flexible, professional-level training program gives you:
- A structured introduction to Customer Success
- A solid understanding of the Practical CSM Framework
- Practical tools and exercises you can apply immediately in your work
- A Level 1 Certificate of Completion to mark your achievement
Who It’s For:
- Early-career CSMs looking to solidify their foundation
- Professionals in support, sales, or onboarding roles who are moving into CS
- Team members supporting CS functions who want recognized training
What You’ll Get:
- Access to 2 core training modules from the full CCSMP program
- Downloadable workbooks with scenario-based exercises
- Short tests to check your understanding and reinforce key concepts
- A Level 1 Certificate of Completion once you pass both tests
- A shareable digital badge for each completed module
Flexible and Fast:
- Self-paced learning—study whenever it fits your schedule
- Typically completed in 1–2 months
- Online-only access for 1 month from enrollment
This is the perfect first step toward becoming a Certified Customer Success Manager. You’ll build essential skills, gain recognized training, and earn your first Customer Success certificate—with the flexibility to upgrade later and continue all the way to Levels 2–4 and CPD.
Ready to take the next step?
Enroll in CCSMP Basic and start building your Customer Success career today.
Content
Module 1 – Customer Success Fundamentals
The Customer Success Fundamentals module provides a basic overview of the core themes and concepts of Customer Success. To explore this topic we will be answering the following questions: What is Customer Success and why is it important? Who is Customer Success important to? What is Customer Success Management? What types of situations does Customer Success Management apply to? and… How can Customer Success Management help to increase a company’s sales revenues and profitability? We will then discuss 14 tenets (or guiding principles) of customer success that will outline the role of the CSM (or customer success manager) in ensuring that customer success occurs and that its benefits are realized by both the CSM’s own company and its customers.
Module 2 – Business Fundamentals
It is critical for customer success managers to have a sufficiently detailed level of business awareness, yet relatively few CSMs ever receive any training or even any formal information about how businesses work and additionally, relatively few CSMs come to the role already with this knowledge. In this module we will be examining the connection between customer success managers and business awareness, the reasons why businesses exist in the first place, how businesses create value for their owners and who else businesses create value for, and how expenditure and profits are calculated. We then will take a look at how businesses work in terms of how they are organized, what they do, what resources they need and what relationships they have with other entities. After this we will discuss the principles of business management, including the things that influence change within a business and how business strategy is formulated.
Syllabus
Customer Success Fundamentals
- What is Customer Success and Why is it Important?
- What is Customer Success Management?
- Why Invest in Customer Success Management?
- How Does Customer Success Work?
- The Role of the Customer Success Manager
- Understanding Outcomes and KPIs
- Treating your Customer as your Business Partner
- Is Customer Success the same as Customer Happiness?
- Why is Customer Success Management Becoming More Important?
- How does Customer Success Management help tRealize Business Value?
- Where dCSMs fit within the Wider Organizational Structure?
- Customer Renewals and Retention/Churn
- Customer Success in Different Business Types
- Land and Expand Sales Motions
- Customer Lifetime Value (CLV)
- Customer Advocacy
- What is your organization’s customer success strategy?
- What is your role in helping tfulfil your organization’s customer success strategy?
- What assets and resources are available thelp you?
- How will you plan and manage your time?
- Internal evangelization of customer success management
- The RAPAE Task Model – a way tcategorize CSM activities
- Research, Analysis and Planning as Enablers of Action
- Understanding the Critical Path
- Introducing The Practical CSM Framework
- How should the Practical CSM Framework be used?
- Getting in Front of Senior Management and ‘C’ Level
- Customer Stakeholders
- The 14 Tenets of Customer Success
- Reflecting on your own knowledge, skills and experience
Business Fundamentals
- What is meant by the term “business fundamentals”
- Why an understanding of business fundamentals is essential tmany (if not all) customer success managers
- Why businesses exist and how they fulfill this purpose
- How value is generated for the business’s owners
- Wh(besides owners) businesses generate value for, and why this is important
- How businesses calculate both their expenditure and their profits in order tgenerate an “annual return” statement
- Understanding customer segmentation
- Understanding value propositions
- How customer segmentation relates tvalue propositions
- How businesses are structured and managed
- Management Levels and Decision Making
- A review of a typical company org chart
- What is meant by the term “business capability”
- How the concept of business capabilities can be used tdefine and understand everything that a business does
- Why businesses are constantly needing tchange, with examples tillustrate how this works in real life
- Vision and strategy formulation and how it occurs in a modern business
- An overview of the BMM (Business Motivation Model), including discussion on each component of the BMM and how they come together tcreate meaningful change within a business
Sample Video
📘 Knowledge Module Sample
How Does Customer Success Work?
Discover how Customer Success creates value by supporting long-term customer outcomes and why it’s essential in today’s subscription-based economy.
📘 Knowledge Module Sample
What is Customer Success?
Get a clear, concise overview of what Customer Success means, how it differs from support or account management, and what CSMs really do.
FAQ
Who is CCSMP Basic best suited for?
CCSMP Basic is ideal for early-career Customer Success Managers, career changers from roles like sales or support, and team members who need to understand CS fundamentals without committing to a full certification program.
What’s the difference between CCSMP Basic and Scholar or Full?
CCSMP Basic includes just the first two modules and provides Level 1 certification. Scholar includes all 10 modules and full certification (Levels 1–4), while Full adds CPD tracking and team-based activity reporting.
How long do I have access to CCSMP Basic?
You’ll get one month of online access. The course is entirely self-paced, so you can complete it on your schedule within that time.
Can I upgrade later?
Yes, you can upgrade to the full Scholar program anytime and pick up right where you left off.
Upgrade to Scholar
Will I receive a certificate and digital badge?
Yes. You’ll earn a Level 1 Certificate of Completion after successfully finishing both modules and passing their tests. You’ll also receive a verified, shareable digital badge for each completed module.
(Note: The certificate itself currently doesn’t have online verification or sharing features, but this is in development.)
Reviews
Corporate Testimonials
Dov Mendelovich
VP Global Customer Success
“I looked for a one-stop-shop for certification and for online training, that people can consume in their own time at their own pace, while I as a manager of the organization can track their progress, and I found that very easy to do with PracticalCSM.com.
I would recommend PracticalCSM.com as a very good starting point for a new Customer Success Organization. The materials are built in a logical order and it provides a very good starting point to teach newcomers to the organization, and to build a common language and common terminology, both inside our organization and actually shared across the CS community. ”
Will Pagden
Head of Customer Success
“PracticalCSM.com has revolutionised the way we work. The content is superb and really pushes all the CSMs to challenge themselves and work in a much more effective way. In particular I have seen a great improvement in the teams stakeholder management and we are turning a big corner in the value we are getting from each interaction with our customers.
I had scanned the market pretty hard, Rick’s professionalism and approach is what won it for me. The experience of purchasing and using the product has been a joy. I can pick up the phone and speak to someone to make suggestions of how it could be different and they listen and respond. Whilst there are other players in the field that offer “similar offerings” I struggled to find one that got close to PracticalCSM. The management dashboard and the ability to understand where my team were struggling has been a real game changer”
Individual Member Testimonials
“The Academy is a very well organized learning platform, and the content is both easy to understand and enjoyable to use.”
Tamara Garcia Ramos, Customer Success Manager, Bdeo“The platform is very easy to navigate, and the style and format of the video lessons is highly engaging.”
Gereint Collier, Head of Client Success, ITGL“I would highly recommend the Practical CSM Academy to anyone who is looking for training and certification on Customer Success best practices.”
Jayson Garcia, Customer Success Manager, OSIsoft“I’ve just completed my ‘Specialist’ certification on the Practical CSM Academy. Thank you for creating such a practical and useful platform for CS professionals.”
Ankit Aggarwal, Customer Success Manager, LeadSquared“I have just started following your “CSM Fundamentals” course and it is a joy. Thank you so much for making it! As a new CS professional, I find it invaluable. I was beginning to lean towards DevOps but now I am going to continue in Customer Success! :)”
Shubham Aggarwal, Customer Success Engineer, DevFactory“This training program […Transition to Customer Success…] helped me understand how to present my existing skills and competencies for a customer success role, and the interview practice has made me feel more confident and relaxed going into real interviews.”
Sarah Hudspeth
“Always a good idea to consolidate on the fundamentals! Great certification program by Rick Adams and PracticalCSM.com.
Full steam ahead to becoming a Certified Customer Success Management Professional.”
Sowande Snagg, Channel Manager
“This is a well thought out portal containing detailed training content – I would definitely recommend it for all CS teams.”
Karan Chaudhary, Engagement Director, Aodigy
“Finished the course “Customer Success Management Fundamentals”! Thank you, Rick Adams, you explained customer success in an easy to understand way that makes your content simple to follow.”
Craig Davies, Customer Expert Specialist
“First impressions… I gotta say – WOW it’s fantastic – love the production! Can’t wait to wrap myself up in the content!”
Brenda Tinius, Cloud Migration Proj Manager, AWS