CSM (Customer Success Management) Training
4/5
Master Customer Success Management for B2B SaaS marketing agencies. Gain skills to design 90-day success plans, track KPIs and account health, boost product adoption, manage renewals and stakeholders, reduce churn, and drive data-informed strategies that enhance revenue and client relationships through practical tools like dashboards and playbooks.

4.0 in rating
4 to 360h flexible workload
certificate valid in your country
What will I learn?
This CSM Training equips you with hands-on skills for B2B SaaS marketing agencies, teaching you to set KPIs, monitor adoption and health scores, create 90-day plans, handle renewals, and cut churn via dashboards, templates, and playbooks. Transform data, communication, and strategy into reliable, scalable customer success outcomes.
Elevify advantages
Develop skills
- Outcome-based planning: turn agency goals into clear, trackable success KPIs.
- SaaS CS mastery: manage B2B marketing agency lifecycles with confidence.
- Product adoption analytics: read usage data to fix low engagement fast.
- 90-day CS playbooks: design lean onboarding, training, and expansion plans.
- Renewal and risk playbooks: spot churn early and run targeted save motions.
Suggested summary
Before starting, you can change the chapters and the workload. Choose which chapter to start with. Add or remove chapters. Increase or decrease the course workload.What our students are saying
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of interest without needing to switch platforms... I thank you for everything you do, I've already recommended you to other people...

Giulio CarloDigital Marketing Student
I like how the lessons are straight to the point and how I can change chapters and skip content I don't need.

Mariana FerresPhotography Student
I like the content and the presentation style and video transcription, which speeds up the process!

Luciana AlvarengaNail Design Student
The platform is fast, simple to use. The diversity of content and complementary videos really help with learning.

André FelipePrompt Engineering Student
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