Customer Success Fundamentals

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Customer success is the difference between a customer who renews and one who quietly churns. This course covers the full lifecycle, from the first onboarding call to the renewal conversation, with templates you can adapt for your own team.

What you will learn

  • Design an onboarding plan with a clear first win
  • Build a simple customer health score from data you already have
  • Run quarterly business reviews customers value
  • Handle renewal and expansion conversations with confidence

Includes a practical assignment

You will map the journey of a real (or realistic) customer and get feedback from your instructor. Team plans include progress reporting for team leaders.

Course Information

Estimated Time: 3.5 hours

Beginner

Categories:

Course Instructor

Daniel Okafor Daniel Okafor Lead Instructor

Daniel built and scaled customer success teams for three subscription businesses. He believes renewals are earned in the first thirty days.

Team (10 seats)

$10.00
Seats: 10

Ten seats at $179 per seat, with team progress reporting.

Team (choose seats)

$5.00

Choose 5 to 100 seats at $199 per seat.

The Customer Lifecycle

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Has Assignment

Keeping Customers Healthy

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Hands using a phone next to a laptop

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Team plans include a private group, email invitations and progress reporting for team leaders.

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