CSM Guides

Free CS Guides To Help Elevate Your Practice

I get a lot of emails and messages asking ‘how to’ questions relating to customer success. So I decided to publish guides that cover some of what I’ve learned over time.

CSM Skill Practice Plan

This plan includes some of the key CSM skills, with examples of drills that will help you develop. Following this plan will help you get 1% better everyday.

CSM Manager Skills Matrix

If you are a #CSM and have no management experience, it can seem nearly impossible to move into a manager role. This simple template helps you get started.

CSM Calendar Blueprint

As a #CSM, how can you fit everything you need to do in one week? The only way to do it is to get hyper-organised, plan your weeks intentionally and work smart.

One high-impact business tip every Friday morning.