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Become the CSM Everyone Wants on Their Team

A practical course for Customer Success Managers, built from 10+ years actually leading and building CS orgs.

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Built for CSMs Who Want to Level Up

Whether you're six months into your first CSM role or a few years in and ready to move toward senior or strategic accounts, this course meets you where you are. You'll learn how to:

Lead Renewal & Expansions

Run renewal and expansion conversations with confidence, not anxiety

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Build Habits

Build the habits and reporting that make you look indispensable to your manager.

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Spot Risks Early

Read the early warning signs of churn before they show up in a QBR.

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Taught by Someone Who's Actually Done It

I'm Sarah Beatty. For 10+ years I built and led Customer Success teams inside Series A and B SaaS companies, from hiring the first CSM to designing the org as it scaled. I took GRR from 92% to 98% and helped teams grow from $5M to $50M ARR in under three years.

Along the way, I coached dozens of CSMs — the ones who became senior, strategic, promotable.This course is that coaching, made available to anyone who wants it.

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What You'll Learn

What's Included In the CSMCourse:

CSMCourse

  1. Welcome & How to Get Value From This Course

    0 lessons

  2. Discovery Module

    3 lessons
    1. Discovery Module - How to Do Discovery
    2. Discovery Scenario - Practice
    3. Discovery Module - Putting Discovery Into Practice & Assessments

  3. Renewals Module

    7 lessons
    1. Renewal Module - The Renewal Playbook
    2. Self Assessment - Setting Expectations with Accounts
    3. Renewal Module - Diagnosing Renewal Health
    4. Renewal Module - Proactive Escalation & Renewal Assessment
    5. Renewal Scenario # 1
    6. Renewal Module - Scenario Breakdown & Self Assessment
    7. Renewal Module - Getting the Right People in the Room

  4. Stakeholder Management Module

    3 lessons
    1. Customer Success Software
    2. Customer Onboarding
    3. Customer Retention Strategies

  5. Growth & Expansion Module

    0 lessons

  6. Career Progression Module

    0 lessons

  7. Successful Routines

    0 lessons

Become a Next Level CSM

One Course. One Price. Lifetime Access. The cost of staying stuck in a CSM role for another year in stress, in missed promotions, in pay you're not getting, is a lot more than this course costs. 

Join the CSMs already using this to level up their book of business.

CSMCourse

$55

One Time, Forever Access

  • Learn at your own pace
  • Downloadable Cheatsheets 
  • Actionable Insights in Every Lesson
  • Lifetime Access
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Building a CS Org, Not Just a CS Career?

If you're a founder or CS leader looking for hands-on help building out your Customer Success function, I take on a limited number of consulting engagements.

Learn about consulting

Start Becoming the CSM Companies Fight to Keep

You already know the job matters — you're the one holding the relationship together when everything else in the company is in flux. This course gives you the frameworks, the language, and the instincts to do it with confidence, at your own pace, starting today.

Enroll Now - $55