Customer Success Manager program
How to Build
Confidence, Relationship, Goals
16th January - 3rd February 2023
Raising your Objective Confidence to avoid people pleasing and overcome imposter syndrome
Get clear on what an ongoing relationship with our customers really means and how to leverage that to help them be successful
Unlock the power to Goal Discovery to ensure your customers are successful now and consistently in the future
Week 1 - Confidence
Raise your Objective Confidence to avoid people pleasing and overcome imposter syndrome
We start this program off strong by jumping right into something that all CSMs will face at one time or another, regardless of tenure, and that's a lack of confidence. For most, this will be an occasional thing, but for some, a lack of confidence is their normal. This can hurt your relationship - and certainly positioning - with the customer. You’ll leave this week with an understanding of Subjective vs. Objective Confidence, a framework for raising your Objective Confidence level, and Brainstorming framework that will help you prepare for the unknowns in your customer meetings.
Week 2 - Relationship
Get clear on what an ongoing relationship with our customers really means and how to leverage that to help them be successful
Like many concepts in Customer Success, the idea of an Ongoing Relationship with the customer seems obvious. It doesn't seem like something that needs to be defined or analyzed. It just is. But have you ever truly considered why this relationship exists? From the customer’s perspective? And what even is a relationship? This week we’ll get to the bottom of what makes up a relationship with a customer, why it exists, and how you fit in. You’ll leave this week with frameworks and mindset ideas on how to take full advantage of this unique element that makes Customer Success so powerful: the relationship with the customer.
Week 3 - Goals
Unlock the power to Goal Discovery to ensure your customers are successful now and consistently in the future
Each of your customers has a goal. Whether you choose to spend time discovering those goals or ensuring that you’re constantly aligned on updated, new, and stacked goals is up to you. But your customers have goals whether you know about them or not. Your value in their eyes goes up the more they see you as helping them achieve their goals and vice versa. It literally pays - in more ways than one - to understand, align, prioritize, and plan around the customers goals. You’ll leave this week with a powerful framework for Goal Discovery that will transform how you work with your customers.
Welcome & Overview
Course Start survey
Workbook week 1
Concepts & Common Definitions
Monday Prep-work: Confidence Overview
Monday Prep-work:- Objective Confidence
Tuesday - Live session recording Jan 17th
Wednesday - Scenario Week 1
Answers to remaining Q&A questions Jan 17th
Thursday - Group Discussion recording Jan 19th
Friday - Quiz week 1
Workbook week 2
Monday - Pre-recording Relationship
Live session recording - January 24th
Wednesday - Scenario Week 2
Live session recording - January 26th
Friday - Quiz Week 2
Monday - Pre-recording Goals & Motivation
Pre-recording Joint accountability
Workbook week 3
Live session recording - January 31st
Wednesday - Scenario week 3
Live session recording February 2nd
Friday Quiz Week 3
Properly Positioning CS with Execs, Board and Investors
Lincoln Murphy
Johan Nilsson