Course Information

  • 12th - 30th September

  • Time input 3 - 3.5 hours per week. Live sessions Monday and Wednesday at 4-5pm CET and some exercises to do on your own time. You will be able to do the program in parallel with the normal work week.

  • Leaders in Customer Success. Exclusive and limited group SaaS, Tech and Subscription Businesses.

  • Whether you're a seasoned head of CS or just starting out, this program will level-up your understanding of - and help you implement - the key elements of Customer Success Management

Agenda

Week 1 - Lead

Create an environment for team success

Our first week will focus on why your company is investing in Customer Success (spoiler: to increase NRR), how to ensure you're aligned with that - from prioritization to reporting - as well as what success looks like for you, your Org, Teams, and CSMs. The rest of the program - and ultimately your success as Head of Customer Success - builds off of this fundamental understanding. We'll get clear on the difference between Leadership and Management (and why that's important), how to work with your Executive team, and we'll explore the Financial Metrics that directly roll-up to NRR.


Week 2 - Manage

Monitor and measure the metrics required to ensure the team is successful

Building off of the first week’s Leadership focus and getting clear on the purpose of Customer Success in your company, this week we’ll move on to Management. Management is the measuring, monitoring, and running of day-to-day operations; this is a critical responsibility of the Head of Customer Success. Understanding clearly where your team members are in relation to where they need to be and knowing when and how to intervene to ensure objectives are met is a critical skill set that world-class Heads of Customer Success possess. You will leave this week with the tools and frameworks necessary to effectively manage your teams and your overall Customer Success operations

 

Week 3 - Coach

Ensure individual team members are setup to thrive

A great coach doesn’t just point out flaws in execution or needed changes in behavior, but works with the individual contributors to ensure whatever changes are necessary are put in place and that everyone is set up to thrive. Whether it’s a CSM direct report or a Director with their own team of CSMs, being able to coach your team members to help them be the best that they can be is what separates World-class Heads of Customer Success from everyone else. Historically, Coaching is one of the most under-appreciated and least talked about aspects of your role as Head of Customer Success, but that ends now.  You will leave this week with the tools and frameworks necessary to coach your team to excellence.

Weekly schedule

  1. 1
    • Welcome & Program Overview

    • Concepts & Common Definitions

    • Friday - Pre-recording

    • Workbook week 1

    • Live session recording September 12th

    • Tuesday - Scenario week 1

    • Live session recording September 15th

    • Week 2 - Prep-survey

    • Thursday - Quiz week 1

  2. 2
    • Friday - Pre-recording Management

    • Bonus material: Lifecycle Capacity Planning

    • Bonus material: Customer Operations

    • Bonus material: Compensation Models

    • Live session recording September 19th

    • Workbook week 2

    • Tuesday - Scenario week 2

    • Live session recording September 21st

    • Thursday - Quiz week 2

  3. 3
    • Friday - Pre recording Coaching

    • Bonus Material: Goals & Motivation

    • Bonus Material : Joint accountability

    • Workbook week 3

    • Live session recording September 26th

    • Tuesday - Scenario 3

    • Live session recording September 28th

    • Thursday - Quiz Week 3

    • Bonus Material: CSM course recording Objections Breakthrough

Speakers

Lincoln Murphy

Lincoln Murphy is a world-renowned growth architect, consultant, author and speaker. As one of the earliest evangelists for Customer Success, Lincoln was invited to co-author the book on Customer Success.

Johan Nilsson

Johan Nilsson is a Swedish technology entrepreneur. He has a long background building SaaS-companies and is presently the CEO & founder of Startdeliver, a next generation Customer Success Software.