CCSM Level 3 Courses
CCSM Level 3 Learner Assessment
The Learner Assessment provides you with an assessment of where you stand with regards to your pre-program level of familiarity with the best-practices of strategic Customer Success Management.
CCSM-301: Taking A Strategic Approach to Personal Career Planning
It's easier to deliver success for customers when you're also feeling fulfilled in your job. Do you have a plan for your own success? Learn how to self-evaluate your skills and competencies and build a cohesive personal career development strategy.
CCSM-302: Designing Your Success Engine
Effective CSMs don't simply react adhoc to the environment around them, instead they build structure and take back control. Learn how to design your own personal workflow engine that runs smoothly and drives predictable results.
CCSM-303: Using Segmentation To Increase Efficiency
When designed and used intelligently, segmentation can be a powerful ally. Learn how to apply segmentation strategies to different parts of your role and, by doing so, deliver more impact to customers with less work effort.
CCSM-304: Designing A Flexible Engagement Model
Regular customer engagement is one of the key tenets of Customer Success, but is often hard to achieve. Learn how to build an engagement strategy that is flexible enough to accommodate varying workloads and the unpredictable needs of customers.
CCSM-305: Developing Personal Playbooks
Making customers successful often involves lots of trial-and-error so, as you find the things that work, it's important to capture them. Learn how to construct and share playbooks that will enable you and your colleagues to build on these wins.
CCSM-306: Leveraging Advanced Capacity Modeling
There are only so many hours in the day, so CSMs need to work smarter, not harder. Explore advanced capacity modelling and task-tracking techniques that will help identify high-impact improvement areas on which to focus your energy.
CCSM-307: Building Your Personal Performance Dashboard
Tracking key performance metrics and sharing with customers helps demonstrate the business value being creating. Learn how to employ this same approach internally to quantify and then articulate the value you're personally creating for your company.
CCSM-308: Accelerating Your Career Journey
How do you turn your professional development plan into tangible career progress? Learn how to have effective conversations with your boss, leverage peer relationships and tap into the experience of mentors to accelerate your career progression.
CCSM-309: Becoming An Internal Change Agent
As a CSM, driving change for customers is key to your role. But what about driving change within your own company? Learn how to become a trusted advisor to your colleagues, using data and well-formed arguments to influence internal decision-making.
CCSM-310: Problem Solving & Decision-Making - Part 1
The road to success is littered with problems that need solving and decisions that need making. Overcoming these obstacles is key to bringing value to customers. Explore how two powerful techniques - The OODA Loop and SWOT Analysis - can help.
CCSM-311: Problem Solving & Decision-Making - Part 2
The road to success is littered with problems that need solving and decisions that need making. Overcoming these obstacles is key to bringing value to customers. Explore how two powerful techniques - The IDEAL Framework and 5 Whys Technique can help.
CCSM-312: Building Your Personal Brand & Network Influence
Credibility and authenticity are two key competencies of successful CSMs. Learn how to use social media to build your personal brand and, by doing so, enhance your image and increase your influence with both customers and your industry peers.
CCSM Level 3 Certification Exam
Achieving a Level 3 Customer Success Certification will help you to develop your base of knowledge by teaching you the tactics, practices and applications that a CSM requires, as well as the skills needed to apply it effectively.
CCSM Level 3 Resources
This course will provide you with downloadable resources and recommended reading for all of the courses in the Level 3 Program.