The Practical CSM Framework

LIVE with Rick Adams

The Practical CSM Framework is a simple but highly effective framework for customer success management. It divides the typical customer success “journey” into seven key phases, and provides a pre-created set of responses to the most common challenges faced by the CS professional within each phase. Each response is carefully documented with step-by-step guidance on when and how to perform the necessary tasks within it. Using the Practical CSM Framework delivers a consistent approach, maximizes quality and enhances productivity.

PracticalCSM.com is pleased to announce a 60 minute online virtual training webinar for busy professionals, run by our CEO and founder Rick Adams.

Thanks to The Customer Success Association for publicizing the event.

This webinar series has been run many times and received very high reviews from attendees. It explains the need for and benefits from using a framework, and then provides an overview of the Practical CSM Framework itself. Each of the seven phases within the framework are then described and explained before the webinar ends on how to put it to practical use in the real world.

  • What is a Framework and Why do we Need One?
  • Overview of the Practical CSM Framework
  • Phases 1,2&3: Preparation, Commitment & Onboarding
  • Phases 4&5: Adoption Planning & Implementation
  • Phases 6&7: Value Realization & Engagement Evaluation
  • Putting it All Together

Attendance is FREE – just use the REGISTER options below to reserve your invitation to attend each event.

WATCH WEBINAR REPLAY

PHASE 1

PREPARATION

PHASE 2

COMMITMENT

PCSMF Overview

PHASE 3

ONBOARDING

PHASE 4 & 5

ADOPTION IMPLEMENTATION &

ADOPTION PLANNING

PHASE 6

VALUE REALIZATION

PHASE 7

ENGAGEMENT EVALUATION