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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:
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. |
I help SaaS companies Maximize LTV through Customer-centric Upselling
Hey, Expectations on Customer Success are super high in 2026. Customers want faster outcomes. Leadership wants proof of impact. Reactive CS won’t get you there. AI-first initiatives are taking over. Lifecycle Success & Retention Planning helps teams shift now. Outcome-driven focus across the customer lifecycle. Why teams join this type of training: Live, interactive sessions (not on-demand content) Role-playing & real scenarios that impact retention Hands-on work with your own customers...
November 18-20 in Kelowna, BC, Canada. This intensive is designed for SaaS companies ready to integrate AI into their growth strategy. Over two days, we'll explore how AI is transforming the five growth levers: product, marketing, customer success, sales, and leadership. I'll be leading the session on AI-first Customer Success Management—with practical, actionable strategies you can implement now, plus a roadmap for scaling over time. You'll leave with a clear operating model for your next...
On Monday, you find out. Join our Head of CS training starting October 20, 2025. This is one of the most impactful programs we offer because it focuses on the critical aspects of Leadership, Management, and Coaching that every Head of Customer Success needs to leverage to drive real business impact. Our live sessions are going to focus on the big shifts AI is having on everything we do in Customer Success. While the core, underlying principles of building, running, and scaling a CS org...