Think outside the department

You don’t have to be in Customer Success to think like you are.

Build practical, strategic CS skills—whether you’re growing in your current role or preparing to pivot into Customer Success.

Dharmesh Shah, HubSpot

“The best way to grow your business is to help your customers grow theirs.”

Dan Steinman, Gainsight

“Customer Success is about helping customers achieve their outcomes, not just about answering questions.”

Why this bootcamp?

If you work with customers, you’re already doing Customer Success work—whether it’s in your job title or not.

This bootcamp helps you:

  • ✔ Build a practical toolkit that supports customer retention

  • ✔ Apply strategic CS skills to your existing role

  • ✔ Connect your work to outcomes that matter

  • ✔ Confidently transition into CS roles with a certification and capstone project

Retention isn’t owned by one team. The best professionals know how to create alignment across departments—and that starts here.

Who this is for

This program is built for professionals who want to lead with customer impact:

  • Career Pivoters → looking to break into Customer Success

  • Internal Teams → PMs, analysts, ops, support, and consultants

  • Current CSMs → seeking to strengthen strategy, retention, and data skills

  • Cross-Functional Pros → anyone who works with customers and wants to align their work to outcomes

What you’ll Learn

Weekly Curriculum:

Week 1: What It Means to Think Like a CSM
Week 2: Discovery & Trust Building
Week 3: Outcome Alignment & Success Plans
Week 4: Risk, Retention & Recovery Conversations
Week 5: Strategic Growth & Internal Advocacy
Week 6: Final Showcase + Capstone Presentation

You’ll walk away with:

  • ✔ Customer-Centric Thinking

  • ✔ Strategic Communication & Stakeholder Trust

  • ✔ Outcome Planning & Success Metrics

  • ✔ Risk Identification & Recovery Plans

  • ✔ Data-Led Storytelling

  • ✔ Cross-Functional Influence & Internal Advocacy

Plus:

  • ✔ A final action plan + capstone project

  • ✔ Certification + digital badge

How It Works:

  • ✔ Live Weekly Sessions: 2 hours/week (virtual)

  • ✔ Cohort Size: 5–6 people

  • ✔ Assignments: Weekly work tied to real-world scenarios

  • ✔ Final Project: Action plan showcase

  • ✔ Extras: 1:1 coaching add-on + alumni network access

Retention isn’t magic—it’s the outcome of aligned strategy and action.

— Sarah Nell-Rodriquez

Customer Success Isn’t a Title—It’s a Toolkit

And if you work with customers, it’s time to learn how to use it.

Whether you’re:

✔ Supporting customers indirectly as a PM, analyst, consultant, or operations lead

✔ In a customer-facing role and want to grow your strategic thinking

✔ Pivoting into CS from another function

…this bootcamp is your on-ramp to modern customer success.

You’ll leave with:

✔ Strategic tools to retain and engage customers

✔ Real-world practice connecting your work to outcomes

✔ A capstone project to showcase your thinking

✔ A certification that says you’re more than “good with people”—you know how to drive results

Ready to Think Like a CSM?

You don’t need a new title to support retention. You just need the right mindset—and the tools to back it up.