For teams
Customer Success workshops and
instructor-led courses
Led by experienced practitioners on the Practical CSM Framework and delivered live online, with 2,500+ hours already delivered to teams. We are not an off-the-shelf course vendor. We listen to your situation first, then draw on years of our own training content and shape it around your team, your customers and real exercises built from your accounts. You get training that fits the problem you are actually solving.
Align your team Improve consistency Scale how you deliver value
Who delivers your training
Your sessions are led by Rick Adams. He started as a systems engineer at Microsoft, built and sold his own SaaS company, then designed Cisco's Customer Success training and helped their teams shift from product-led selling to outcome-based selling. He is the creator of the Practical CSM Framework, published by Taylor & Francis and now used by Customer Success teams at Fortune 500 companies. He has also been named among the industry's top Customer Success influencers and strategists. Since then we have delivered 2,500+ hours of training to teams. So when we say we can build the right program for your team, or draw it from content we already have, it comes from 25 years of doing the work. We know what teams need, and we have the experience, content and infrastructure to deliver it. We have you covered.
Trusted by Customer Success teams at
Trusted by Customer Success teams at
How training is delivered
Three formats, all delivered live online and tailored to your team: an interactive workshop, an instructor-led course, or a blend of online self-study and live sessions.
Alignment and application
Interactive workshops
Instructor-led, hands-on sessions built around exercises and team alignment, sized to keep everyone involved.
Scalable knowledge delivery
Instructor-led courses
Live, instructor-led sessions for larger or distributed teams, for consistent understanding across the organization.
Self-study plus live guidance
Blended learning
A mix of online self-study and live sessions with a trainer. The team learns the fundamentals at their own pace, then applies them together with expert guidance.
Our core training solutions
These are proven programs, not off-the-shelf products. We take the content that fits your team, add your angle and real client scenarios, and deliver it as an interactive workshop or an instructor-led course.
For teams building or moving into Customer Success
Customer Success Bootcamp
A shared operating model, so the team delivers consistently across onboarding, adoption and value realization.
Delivery: 6 half-day online classroom sessions, 3 full days, or a customized workshop.
Sessions include
For teams managing complex or strategic accounts
Mastering Stakeholder Management and Influence
Help the team influence stakeholders, align priorities and drive decisions in complex, multi-level accounts.
Delivery: a 4-day workshop.
Sessions include
For leaders building and scaling CS teams
Customer Success Team Leadership
A customized program for leaders on building structure, improving performance and scaling the team.
Delivery: shaped by the customization you choose.
Sessions include
For executives defining CX and business strategy
CX Strategy Development
A leadership workshop to define a clear Customer Experience strategy and tie it to business performance. The output is a working strategy, not just training.
Delivery: a facilitated leadership workshop.
Sessions include
Targeted training for specific challenges
These are popular focused topics, not the whole list. Need something else? We build it, and often we already have material authored. Tell us the gap and we put the right session together.
Additional topics can be selected and combined based on your team’s needs. If we do not already have it, our subject-matter experts build it.
Pricing
Pricing and engagement model
How pricing works
Programs are built from these per-unit rates. Almost no one buys a single unit; we scope the right mix to your goals.
| Service | Time | Price |
|---|---|---|
| Full day of delivery | 6h delivery (3h + 1h break + 3h) | $4,800 |
| Half day of delivery | 3h delivery (1.5h + 30min break + 1.5h) | $2,900 |
| Add-on coaching session | 1 to 1.5h | $1,750 |
| Content authoringOne-time. Typically gets you a new half-day session, authored for your team. | from 6h build | from $3,200 |
| Minor customizationOne-time. For example, exercises built around your own customers for an existing session. | from 1 to 1.5h | from $1,200 |
| Onsite (Europe, on request) | per day (6h) | from $7,500/day plus travel and expenses |
Prices in USD for live online delivery. Content authoring and minor customization are one-time add-ons on top of delivery. Every quote is different because we build to your needs.
Share your situation
Tell us about your team and the gap you are trying to close. We reply with a straight recommendation on the right workshop or program, drawn from real team engagements, not a high-pressure sales pitch.
Share your situation. A consultative sense-check by email. Use the form.
Training discovery call. A 30-60 minute call to audit your team and its friction points, no pressure.
A straight recommendation. The right workshop, course or program for your goals, scoped and quoted to you.
Questions
Workshop questions
This is team training, not individual sign-ups. We work with whole Customer Success teams at any stage, from teams moving into Customer Success through to experienced teams and their leaders, and we set the level and content to match the group.
A workshop is intensive and hands-on: exercise-driven sessions where the team applies the material to your own accounts as they learn. An online classroom is a taught course, delivered as scheduled instructor-led sessions (for example six half-days), working through the material in sequence. Workshops suit solving a specific problem or aligning a team fast; online classrooms suit building broad, consistent knowledge across a larger group.
Yes. Everything shown here, the formats and the pricing, is for live online (virtual) delivery, so your team can join from anywhere, whether in one room or spread across regions. In-person delivery is available in Europe on request, but it costs significantly more.
Every session is shaped to your business, using your customer scenarios and real challenges. Our workshops are often only part-written until we build the exercises around your accounts, and if we do not already have a topic, our subject-matter experts create it.
As standard, each participant gets a student guide to follow along during the session. Certificates, surveys and post-program reporting are available too, but only when they are agreed as part of your quote.
We suggest up to 16 for an interactive workshop to keep it hands-on, but we have run larger, up to 25. For bigger or distributed teams, instructor-led courses and online classrooms scale the same content across the organization.
The rates are per unit (a day, a half day, or a session), and almost no one buys a single unit. A typical engagement is a program: for example six one-day workshops, or six half-day online classrooms rolled out over three months across several global teams, or a series of consulting sessions that support a cohort through online self-study. We scope the shape around your goals.
Six delivery hours, run as two three-hour sessions with a one-hour break in between, so the team stays fresh and focused rather than sitting through a straight clock-day.