The Art of Customer Success

CSMsThe Art of Customer Success is designed for Technical Account Managers (TAMs), Support Account Managers (SAMs), and Customer Success Managers (CSMs) and focuses on a strategic, consultative approach to account management.

The two-day workshop uses small-group techniques, multiple role plays, and individualized post-training action plans to ensure that the training is not only fun and informative, but leads to long-term behavior changes.


  • The Basic Action Workflow (an intuitive and powerful tool to understand customer interactions)
  • The strategic approach to account management
  • Effective communication skills face-to-face, over the phone, and electronically
  • Making successful commitments 
  • Saying no
  • Customer styles
  • Presentation skills
  • Negotiating with customers and with internal contacts
  • Time management

We customize each delivery to suit your exact needs.

For more information or to schedule a session, please contact us.

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