We'll coach your team on how to effectively deliver Customer Success at every key stage of your customer journey.


We believe that every new Customer Success professional should approach their customers with a customer-centric mindset.


We run tailored live workshops with your Customer Success team and cover the whole customer lifecycle, effective onboarding, delivering business reviews and understanding the trigger points that lead to churn and expansion.


"I take every opportunity personally as if it were for my own team" - Huey Le,  Director


Customer Success Training for Teams

- Decrease time to value through effective onboarding.

- Running an effective Customer kickoff call with successful outcomes.

- Delivering mutual Customer Success plans.

- Onboarding role play.

- Delivering successful business reviews.

- How to leverage existing tools to deliver proactive customer engagements.

- Effective tactics for proactive outreach that will drive value-based conversations at every touchpoint.

- Understanding the customer trigger points that lead to churn.

- How to leverage a champion to continue value in a renewal.

- Navigating through a renewal due to a change in champions.

- Learn the importance of off-boarding customers.


- How to build champion(s) in your accounts to start expansion conversations.

- Understand how open and closed questions lead to new opportunities for growth and expansion.

- Learn the customer milestones that lead to growth.

We had Huey join us to speak at our recent Customer Team Day, it was great to get his insights on the role of Customer Success and how he has seen it grow and develop in his career. The team were very engaged and felt comfortable asking questions and getting his views.

Kristy Martin


Head of Customer Success, Yellow Canary