CSM (Customer Success Management) Training
4/5
Master Customer Success Management for B2B SaaS agencies. Learn to craft 90-day success plans, track KPIs, boost product adoption, handle stakeholders, cut churn, and drive data-backed renewals that boost revenue and build strong client bonds. This course equips you with practical tools and strategies to deliver consistent results in agency settings.

4.0 in rating
from 4 to 360h flexible workload
valid certificate in your country
What will I learn?
CSM Training equips you with hands-on skills to achieve real results for B2B SaaS marketing agencies. Master defining KPIs, monitoring adoption and account health, creating 90-day success plans, handling renewals, and cutting churn with dashboards, templates, and playbooks. Turn data, communication, and planning into reliable, scalable wins.
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 say
Your classes are perfect. I purchased the one-year package and finally have the opportunity to follow various topics of my interest without needing to change platforms... I'm grateful 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 way videos are presented and transcribed, which speeds up the process!

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

André FelipePrompt Engineering Student
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