Many Customer Success Managers find themselves stuck in this never-ending cycle of reactivity. The day-to-day tasks keep piling up, the client conversations never seem to go beyond feature and support requests, and clients aren't always engaged in the partnership.

Trying to be more strategic in this environment is really tough. This constant firefighting mode isn't just stunting our growth; it's also keeping us from delivering the real value our customers signed up for.

Deep down, we know we're capable of more–building stronger relationships and driving the outcomes that matter.

This program is designed specifically for CSMs ready to break free from the reactive cycle and step confidently into a strategic role. Introducing the Strategic CS Labs, centered around the R.I.S.E system (Relationships, Insights, Strategy, and Execution), this five-week program will help you:

1️⃣ Build Strong Relationships: You'll learn how to understand and connect with the people you work with, both internally (your teammates) and externally (your clients). You'll figure out how to make strategies that match their goals and how to talk in a way that really gets through to them.

2️⃣ Use Insights to Build Trust: Develop action plans using a data-driven approach (not assumptions). From leading strategic conversations with clients to leveraging industry trends and customer stories, you'll gather the insights needed to maintain momentum and drive results.

3️⃣ Craft and Execute Strategic Plans: With a comprehensive understanding of your client’s goals, challenges, and KPIs, you’ll learn to create a detailed account plan. This includes stakeholder engagement strategies, client interaction touch-points, and the execution of customer success strategies (like success plans and QBRs).

4️⃣ Take Action and Analyze For Success: It's important actually to do what you've planned. Prioritize insights, follow through on engagement plans, and use data to inform your strategy. Learn to stand up and execute CS strategies effectively, bringing your account plan to life.

This program will empower you to become a strategic leader (you don't need a leadership title to be a leader 😉) within your organization, drive customer success, and advance your career.

Diana De Jesus, an award-winning Customer Success expert, is leading the charge. The program offers live lessons and assignments (so you can apply what you learn) and an engaged community for continuous support.