Practical Training for Predictable Growth
Empower Your CSMs to Deliver Exceptional Customer Experiences & Measurable ROI.
Enable a world-class Customer Success organization that achieves a 120% Net Retention Rate.
​The Practical & Tactical CSM Program is for CS professionals who want to learn how to create practical processes that are repeatable, scalable, measurable and that drive results!
“This is the course the CS industry has been missing.
It's the most practical and immediately useful one I've seen."
Rachel Provan
Founder & CEO at Provan Success
Top 25 CS Influencers
Are you or your CSMs having a hard time CSM'ing?
Are you having trouble proving the value of your CS team in a scalable, repeatable, measurable way?
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That's pretty standard these days. CSMs were never taught how to execute CS correctly. Often, the CS job description requires CSMs to "fake it until we make it" or tells them they need to be " self-starters " and " problem solvers."
The Practical and Tactical CSM Training program provides you with:
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Practical and tactical steps for the day-to-day of a successful CSM​
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Tried and true templates that enable scalable, repeatable, and measurable efforts
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Increase NRR through CSM-centric training NOT sales-centric training
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Increase employee retention by investing in their success
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Decreased employee stress by arming them with the resources to do their jobs!
"I'd recommend Liz (and already have) to any SaaS company looking to improve their customer experience and elevate their team's ability to demonstrate value."
Tim Brady
CEO at Colligo
The Practical & Tactical CSM Training
Join a select cohort of Customer Success Managers from various organizations in this 8-week training program. You’ll dive deep into CS practical and tactical from onboarding through retention, expansion, and advocacy to grow your CS capabilities with the support and accountability of the group.
Kickoff & AI
Onboarding & Adoption
Week 1:
We are #NoBSjustCS. We'll start our 8 weeks off with a bang by identifying our challenges and learn how to leverage AI to solve them.
Week 2:
This is followed by week 2's CS foundations (including strategy and processes) to maximize your impact through consistency, proactivity, and value delivery.
Week 3:
Learn how to create a Success Plan, identify value, set expectations and agree on customer outcomes that leads to solving each participants unique CS challenges identified in Week One.
Week 4:
Learn to identify opportunities to guide the customer through the CS plan, value delivery, and monitoring consumption.
Retention & Expansion
Week 5:
Learn how other CSMs tackle the issues and opportunities to increase NRR. You'll walk away with the knowledge on how to ensure your clients keep choosing you!
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Week 6:
Work with an industry expert with a proven track record of consistently attaining over 110% NRR across multiple organizations and verticals.
Advocacy & Wrap Up
Week 7:
Leverage templates like advocate types and maturity assessments to create raving fans.
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Week 8:
Create a Go-Forward Plan post training to share with your leadership and execute on immediately.
!!!BONUS!!!
Learn how AI can transform your CS efforts with a free cheat sheet! Also, get templates for each week’s learnings, including an Onboarding template that ensures scalability, repeatability, and measurability that each participant can whitelabel for their own use!
Liz is a top notch Customer Success professional; one of the best. I personally worked with Liz recently on the implementation and best practices of a customer success motion... {Her} skills are multi faceted, a great listener, consultative in nature and a doer by going the extra mile to ensure a successful outcome.
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Vipul Samat
Sr Director & GM of Global CS at Veritas Technologies
Applying for
The Practical & Tactical CSM
Elevate your CSM efforts to be scalable, repeatable, and measurable with The Practical & Tactical CSM program and increase your net retention revenue. Designed for professionals who want to learn the right way.
This exclusive opportunity is limited to just 10 participants. To apply, email liz@eleeconsulting.ca with your responses to the following by July 14, 2025:
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What is your greatest CS challenge today?
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How much time has your company dedicated to CS-specific training? (Note: exclude product, process, or sales training.)
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What outcomes do you hope to achieve from this program?
Don’t miss your chance to be part of this transformative launch!
"She understands how to build a customer-centric culture and get people to buy in. She is very skilled at thinking big picture, working with different personalities, and making a plan come to fruition."
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Chris Hilliard
VP of GrowthTelemetryTV