Training Materials

Access quality Customer Success materials that help differentiate the best Customer Success Managers.

Our training materials cover every little thing you must know, keeping you on top of your game. Browse our available materials and supplement your knowledge.

Practical Customer Success Management book by Rick Adams

Practical Customer Success Management Book

Practical Customer Success Management Is Not Just A Book… It’s A Whole Movement!
Customer Success Management is coming out of its infancy, growing, and maturing rapidly. Yet many CSMs are still guessing what to do and how to do it well. Read the book and be part of the movement that drives Customer Success to its utmost capacity.

FREE Chapter 1 of the Book

Take a peek into our book for FREE!
What does it take to advance Customer Success, and what are the best practices for CSMs to deliver value quickly with the least risks? Gloss over what our Practical Customer Success Management book can offer with a free peek of the first chapter.

The Practical CSM Framework: Manager’s Overview

A guide for Customer Success Leaders in framework implementation
Is it challenging to put theories into practice? Are you having a hard time following a framework in real-life situations? Out Practical CSM Framework: Manager’s Overview explains what it takes to implement and how to do it well.

The Practical CSM Framework: Manager’s Overview
The Practical CSM Framework: Practitioners Guide

The Practical CSM Framework: Practitioners Guide

A comprehensive structure for Customer Success best practice
Utilize the Customer Success framework to generate value quickly. Dividing Customer Success engagement into seven phases, the Practical CSM Framework: Practitioner’s Overview describes each step and illustrates the best approaches to attain outcomes efficiently.

Customer Success Attitudes to Training, Certification & CPD 2020/2021 Report

Are you curious about what affects training effectiveness to your Customer Success team?
In this survey, Customer Success leaders have identified the problems affecting attitudes to professional improvement and provided tips to address them.

Practical CSM Customer Success Attitudes to Training, Certification & CPD 2020/2021 report
Practical CSM A Strategy for Weathering Economic Recession

Customer Success Management: A Strategy for Weathering Economic Recession

For most businesses, finding brand-new customers can be an expensive and time-consuming activity, especially during economic downturns where new customer growth can be hard to achieve. That being the case, what can the Customer Success Team do during difficult times to help the business stay afloat, remain profitable and perhaps even continue to grow?

Selecting the Right Training Strategy for Customer Success Management

Answer nine critical questions in training Customer Success teams
Identify the best training strategies a Customer Success leader must know with our Selecting the Right Training Strategy for Customer Success Management. It’s a step-by-step guide on how you could set up your team for success.

Practical CSM Selecting the Right Training Strategy for Customer Success Management
The 7 Worst Mistakes when Applying for Customer Success Jobs

The 7 Worst Mistakes when Applying For Customer Success Job… and How to Avoid Them!

Ever wondered what the employers are looking for – especially in Customer Success?
Stop failing your interviews and begin your career in Customer Success. Our e-book contains 7 of the most common and worst mistakes an applicant makes and how you can prevent them from happening.