Customer Success Fundamentals Csm Skills & Strategy

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Customer Success Fundamentals: Csm Skills & Strategy
Published 8/2026
Created by Lois Egbom
MP4 | Video: h264, 1920x1080 | Audio: AAC, 44.1 KHz, 2 Ch
Level: Beginner | Genre: eLearning | Language: English | Duration: 16 Lectures ( 1h 40m ) | Size: 963.2 MB
Learn the CSM role, customer journey, adoption, retention, health scores, churn risk, and customer success strategy.
What you'll learn
⚡ Define Customer Success and explain how it supports customer outcomes, retention, renewals, and long-term business growth.
⚡ Understand the Customer Success Manager role, including onboarding, adoption, relationship management, risk, and renewal support.
⚡ Differentiate Customer Success from customer support, sales, account management, and Customer Experience across the customer journey.
⚡ Use core Customer Success concepts and metrics to evaluate adoption, customer health, value, churn risk, and customer progress.
Requirements
❗ No prior Customer Success experience is required. This beginner-friendly course starts with the fundamentals and uses practical business examples.
Description
Customer Success is more than checking in with customers or answering questions. It is a strategic business function focused on helping customers achieve meaningful outcomes while supporting retention, renewals, loyalty, and long-term growth.
InCustomer Success Fundamentals: CSM Skills & Strategy, you will build a practical foundation in the core concepts every aspiring or beginner Customer Success professional should understand.
You will learn what Customer Success really means, what a Customer Success Manager does, and how the role differs from customer support, account management, sales, and Customer Experience.
Throughout the course, you will explore the complete customer lifecycle-from purchase and onboarding through adoption, value realization, renewal, expansion, and advocacy.
You will also learn how Customer Success Managers identify customer health and risk, recognize potential churn signals, use customer data effectively, and connect product or service usage to measurable customer outcomes.
The course covers important beginner Customer Success metrics, including retention, churn, renewal rate, product adoption, customer satisfaction, Net Promoter Score, revenue retention, and expansion revenue.
You will also learn how to develop a proactive Customer Success mindset by asking stronger questions, understanding customer goals, identifying risks early, managing stakeholders, demonstrating value, and creating shared accountability.
Practical examples, scenario-based exercises, quizzes, templates, and workbook activities will help you apply the concepts throughout the course.
By the end of the course, you will understand how the major areas of Customer Success work together and how a CSM helps customers move from purchasing a solution to achieving meaningful business results.
This course is ideal for aspiring Customer Success Managers, new CSMs, Customer Success Associates, Account Managers, customer support professionals, client-facing professionals, SaaS professionals, and anyone interested in building a strong foundation in Customer Success.
No previous Customer Success experience is required.
Who this course is for
⭐ This course is for aspiring and beginner Customer Success Managers, Customer Success Associates, Account Managers, support professionals, client-facing professionals, and anyone transitioning into Customer Success who wants a strong foundation in the CSM role, customer lifecycle, retention, adoption, value, risk, and core Customer Success strategy.
Homepage

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https://www.udemy.com/course/customer-success-fundamentals-csm-skills-strategy

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