Success Plan training starts 19-Aug


Our 2-week virtual Success Plan training and certificate program starts on Monday, August 19, 2024.

This program for CSMs is all about working with customers in the "ongoing" phase of the lifecycle; you know, after Onboarding and Adoption but before Renewal

This is the lifecycle phase where momentum is generally lost, engagement suffers, and customers often operate without direction.

This can lead to churn, but more often leads to contraction at renewal (revenue churn) and definitely keeps expansion from happening.

This program fixes all of that by teaching you:

  • Continuous Goal Alignment
  • Proper use of Progress Milestones
  • Joint Accountability
  • Objection Handling

And so much more!

Our Impact Academy programs are a combination of on-demand and live sessions via Zoom. Even though this is a "virtual" program, space is limited due to the interactive nature of our live sessions.

Learn more and sign-up here.

~Lincoln

BTW: This is one of our most popular programs and tends to fill up fast. So please, if you intend to participate, take immediate action to ensure a spot is available.

Learn more and sign-up here.

Lincoln Murphy

I help SaaS companies Maximize LTV through Customer-centric Upselling

Read more from Lincoln Murphy

I'm on a flight to San Francisco and the person to my left is talking to their colleague trying to find a time for both of them to meet with a customer. I glanced over and saw their calendar and... OMG! Back to back to back meetings, all day, every day. Completely full. Unsustainable. Even worse, it really seemed to be a source of pride for them. Now, I don't know the nature of their business and I didn't keep looking - I got a sense of it and I looked away - but their calendar looked just...

HEADS UP - On 4-Sept, I'm doing a masterclass on making your meetings FAR more efficient and effective. Learn more and sign-up here. As I've been saying, meetings are the most expensive activity in Customer Success Management, yet we often overlook their true cost. If we understood this better, we’d have far fewer unproductive meetings. There are three types of costs associated with meetings. The first type was Direct Cost, or the cost of the CSM or other contributor's time, including the...

HEADS UP! - On 4-Sept, I'm doing a masterclass on making your meetings FAR more efficient and effective. Learn more and sign-up here. Meetings are the most expensive activity in Customer Success Management, yet we often overlook their true cost. If we better understood their cost, we’d have far fewer unproductive meetings. There are three types of costs associated with meetings. The first type is: Direct Cost: This is the actual cost of your CSMs' and other contributors' time on the call....