Build the Skills to Succeed in Customer Success
Practical, comprehensive training for aspiring Customer Success professionals, current CSMs, and teams ready to deliver stronger customer outcomes.
120 contact hours • Six comprehensive modules • Practical tools and exercises • 365-day access
Is the Customer Success Minded™ Academy Right for You?
The Academy supports professionals at different stages of their Customer Success journey—from entering the field to strengthening an existing practice or creating consistency across an entire team.
Aspiring Customer Success Professionals
Build a strong foundation, understand what employers expect, and learn how to translate your existing experience into Customer Success.
Current Customer Success Managers
Move from reactive account management to a more strategic, outcome-focused approach across the customer lifecycle.
Customer Success
Leaders
Create a shared operating standard, strengthen team capabilities, and improve consistency in how customers are supported.
What You’ll Learn Inside the Academy
Build the practical skills, strategic judgment, and repeatable workflows needed to manage the customer lifecycle and help customers achieve measurable outcomes.
Customer Lifecycle Management
Understand each stage of the customer journey and how the CSM’s role changes from onboarding through renewal and growth.
Onboarding and Product Adoption
Create structured onboarding experiences, establish success milestones, and help customers adopt the capabilities that support their goals.
Account Health and Risk Management
Monitor customer health, recognize early warning signs, manage escalations, and take proactive action before risk becomes churn.
Value Realization and Success Planning
Connect customer goals to measurable outcomes using success plans, strategic questions, and value-focused engagement.
Executive Communication and Stakeholder Management
Build trusted relationships, lead meaningful business conversations, and communicate clearly with customer stakeholders and executives.
Renewal and Growth Readiness
Prepare customers for renewal, demonstrate realized value, collaborate with Sales, and identify responsible opportunities for growth.
Customer Success Foundations
Customer Lifecycle and Onboarding
Adoption, Engagement, and Value Realization
Account Health, Risk, and Escalation Management
Strategic Communication and Collaboration
Renewals, Growth, AI, and Analytics
Customer Success Minded™ Certification Exam
Everything You Need to Learn, Practice, and Apply
The Academy combines structured instruction with practical exercises, downloadable resources, knowledge checks, and certification—giving you the tools to apply what you learn in real Customer Success situations.
Structured Academy Curriculum
Progress through six comprehensive modules covering the Customer Success lifecycle, from foundational responsibilities and onboarding through value realization, renewal, growth, AI, and analytics.
Practical Exercises and Case Studies
Apply concepts through realistic customer scenarios, guided exercises, decision-making activities, and case studies designed to strengthen practical judgment.
Downloadable Tools and Workbooks
Use success-planning templates, lifecycle tools, health-score resources, AI exercises, case-study workbooks, and other practical materials during and after the program.
Quizzes and Knowledge Checks
Reinforce important concepts throughout the Academy with quizzes, reflection activities, and knowledge checks that help you evaluate your progress.
Customer Success Minded™ Certification
Complete the comprehensive 100-question certification exam to demonstrate your understanding of the principles, frameworks, and practices taught throughout the Academy.
365-Day Academy Access
Receive 365 days of access to the Academy so you can complete the training at a manageable pace and revisit lessons, exercises, and resources when needed.
Practical Resources You Can Use Beyond the Academy
Build your personal Customer Success toolkit with practical guides, templates, workbooks, and decision-making resources designed to help you apply what you learn in real customer situations.
30-Day CSM Onboarding Playbook
Start a new Customer Success role with a structured 30-day plan for learning the organization, understanding your customers, building internal relationships, and establishing early priorities.
Customer Success Field Guide
Reference practical guidance for navigating Customer Success responsibilities, stakeholder expectations, strategic decisions, account priorities, and evolving industry practices.
Customer Lifecycle Tools
Map the customer journey, clarify lifecycle stages, establish success milestones, and identify the actions needed to move customers from onboarding through renewal and growth.
Health-Score and Intervention Resources
Evaluate customer health, identify warning signs, determine intervention priorities, and create clear action plans before customer risk becomes churn.
Success-Planning Templates
Translate customer goals into measurable outcomes with structured templates for success plans, stakeholder alignment, milestones, responsibilities, and value tracking.
Customer Success Case-Study Workbook
Practice evaluating realistic customer situations, identifying underlying issues, making strategic decisions, and explaining the reasoning behind your recommended actions.
AI for Customer Success Workbook
Learn how to use AI responsibly to improve preparation, customer analysis, communication, workflow efficiency, risk identification, and strategic decision-making throughout the customer lifecycle.
Built from Real Enterprise Customer Success Experience
The Academy combines practical frameworks, realistic scenarios, and ready-to-use tools developed from enterprise Customer Success leadership and account-management experience.
Resources are included with Academy enrollment and remain accessible throughout your 365-day enrollment period.
Customer Success Minded™ Academy
- 120 contact hours of structured training
- Six comprehensive Customer Success modules
- Practical exercises and customer case studies
- Downloadable tools, templates, and workbooks
- Quizzes and knowledge checks
- 100-question certification examination
- Customer Success Minded™ Certification
- 365 days of Academy access
Enrollment: $679 through October 3rd. Regular enrollment: $879 beginning October 4th.
Flexible payment options available through Klarna at checkout.365-Day Access
Frequently Asked Questions
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Ready to Strengthen Your Customer Success Practice?
Whether you are entering Customer Success, advancing as a CSM, or building stronger capabilities across a team, the Academy provides the structure, tools, and practical guidance needed to move forward with confidence.
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