Success Plans: Practical Cases
E-learning module for Customer Success Managers & Onboarding Specialists
Available on its own or integrated into the “Customer Service & Customer Success” course
Take action with realistic customer scenarios to better master the art of success planning.
Do you know the fundamentals of a customer success plan? It’s time to experience them in real life. This 100% practical module immerses you in three interactive scenarios that reflect the daily life of a Customer Success Manager. Your choices will shape their progress, allowing you to adapt your approaches according to specific profiles and contexts.
Thanks to these simulations, you will know how to ask the right questions from the strategic kick-off, align business objectives and product features, and identify the right KPIs and management milestones.
Ideal if you are looking for concrete answers to the following questions:
- How to effectively engage a customer in their own success?
- How to transform onboarding into a retention and upsell lever?
- What indicators should you monitor to anticipate churn risks?
This module includes:
- 3 customizable interactive cases based on real-life situations
- A self-assessment quiz to validate your learning
- A final summary led by our coach virtual
Whether you are in the process of structuring your Customer Success approach or looking for on-the-job training, this module is an operational key to strengthening your skills.
To be followed alone or in addition to the complete “Customer Service & Customer Success” course.
