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Marketing & Communication

Customer Success Management for B2B and SaaS

Customer success ensures that customers achieve their desired outcomes, driving retention and expansion. This course covers customer success strategy, onboarding, health scores, success plans, renewals and expansion, churn prevention, team structure and metrics.

5 days Classroom or live online English
Smart Horizon Certified - Global Leadership Consultants
Take the course details with you.

Download the full standard outline: why attend, methodology, objectives, audience, competencies, the daily outline and current plans.

Download course PDF
Why attend

From knowledge to real-world impact.

In subscription businesses, revenue depends on renewals and growth. This course helps you build a customer success function that drives loyalty and revenue.

Workplace challenges

Professional Problems This Course Is Designed to Solve

The programme explores practical approaches to the following challenges. Results depend on how the learning is applied in your organisation.

  • Difficulty translating subject knowledge into practical workplace decisions.
  • Inconsistent approaches to the activities covered in the course outline.
  • Lack of a structured plan for applying and reviewing new skills.
Course methodology

How you will learn.

The course uses case studies, health score design, success plan workshops and renewal role plays.

Course objectives

What you'll take away.

By the end of this course, participants will be able to:

  • Explain the role and value of customer success
  • Design effective onboarding programmes
  • Build customer health scores
  • Create success plans and business reviews
  • Manage renewals, expansion and churn risk
  • Structure and measure customer success teams
Target audience

Who should attend.

This course is suitable for:

  • Customer success managers
  • Account managers
  • SaaS and subscription business leaders
  • Customer service managers
  • Sales leaders
Target competencies

Capabilities you will build.

Participants will develop competencies in:

  • Customer success strategy
  • Onboarding
  • Health scoring
  • Success planning
  • Renewal management
  • CS metrics
Course outline

Your learning journey.

A focused, practical outline with time to explore, apply and reflect.

Day 1Customer Success Foundations

  1. 09:00–09:54Customer success versus support
  2. 09:54–10:48Subscription economics
  3. 10:48–11:00Customer outcomes
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Customer outcomes (continued)
  6. 12:12–13:06CS maturity
  7. 13:06–14:00Exercise: Outcome mapping

Day 2Onboarding

  1. 09:00–09:54Onboarding journeys
  2. 09:54–10:48Time to value
  3. 10:48–11:00Adoption
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Adoption (continued)
  6. 12:12–13:06Handover from sales
  7. 13:06–14:00Workshop: Onboarding design

Day 3Health and Success Plans

  1. 09:00–09:54Health score design
  2. 09:54–10:48Usage data
  3. 10:48–11:00Success plans
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Success plans (continued)
  6. 12:12–13:06Business reviews
  7. 13:06–14:00Exercise: Health score

Day 4Renewals and Expansion

  1. 09:00–09:54Renewal process
  2. 09:54–10:48Expansion opportunities
  3. 10:48–11:00Churn signals
  4. 11:00–11:30Coffee break
  5. 11:30–12:12Churn signals (continued)
  6. 12:12–13:06Save strategies
  7. 13:06–14:00Role play: Renewal conversation

Day 5Team and Metrics

  1. 09:00–09:54Team structure and coverage
  2. 09:54–10:48Tools and automation
  3. 10:48–11:00CS metrics
  4. 11:00–11:30Coffee break
  5. 11:30–12:12CS metrics (continued)
  6. 12:12–13:06Cross-functional collaboration
  7. 13:06–14:00Capstone: Customer success plan

The timings provided are estimates and may vary depending on the number of participants and the discussions taking place during the sessions. They are indicative only and do not constitute a binding commitment.

Dates & venues

Find a session that works for you.

Confirmed dates accept registration requests. Tentative dates are enquiry only.

Istanbul 16 Nov - 20 Nov 2026
Confirmed dates
€2,650.-Register
Online Live virtual classroom 16 Nov - 20 Nov 2026
Confirmed dates
€1,250.-Register
Cape Town 23 Nov - 27 Nov 2026
Confirmed dates
€1,890.-Register
Online Live virtual classroom 23 Nov - 27 Nov 2026
Confirmed dates
€1,250.-Register
Amsterdam 7 Dec - 11 Dec 2026
Confirmed dates
€2,540.-Register
Online Live virtual classroom 7 Dec - 11 Dec 2026
Confirmed dates
€1,250.-Register
Singapore 14 Dec - 18 Dec 2026
Confirmed dates
€2,820.-Register
Online Live virtual classroom 14 Dec - 18 Dec 2026
Confirmed dates
€1,250.-Register
London 4 Jan - 8 Jan 2027
Confirmed dates
€2,450.-Register
Online Live virtual classroom 4 Jan - 8 Jan 2027
Confirmed dates
€1,250.-Register
Dubai 18 Jan - 22 Jan 2027
Confirmed dates
€3,150.-Register
Online Live virtual classroom 18 Jan - 22 Jan 2027
Confirmed dates
€1,250.-Register
Frankfurt 1 Feb - 5 Feb 2027
Confirmed dates
€2,650.-Register
Online Live virtual classroom 1 Feb - 5 Feb 2027
Confirmed dates
€1,250.-Register
Kuala Lumpur 15 Feb - 19 Feb 2027
Confirmed dates
€1,450.-Register
Online Live virtual classroom 15 Feb - 19 Feb 2027
Confirmed dates
€1,250.-Register
Cape Town 22 Feb - 26 Feb 2027
Confirmed dates
€1,890.-Register
Online Live virtual classroom 22 Feb - 26 Feb 2027
Confirmed dates
€1,250.-Register
Paris 1 Mar - 5 Mar 2027
Confirmed dates
€2,860.-Register
Online Live virtual classroom 1 Mar - 5 Mar 2027
Confirmed dates
€1,250.-Register
Istanbul 15 Mar - 19 Mar 2027
Confirmed dates
€2,650.-Register
Online Live virtual classroom 15 Mar - 19 Mar 2027
Confirmed dates
€1,250.-Register
Amsterdam 5 Apr - 9 Apr 2027
Confirmed dates
€2,540.-Register
Online Live virtual classroom 5 Apr - 9 Apr 2027
Confirmed dates
€1,250.-Register
Singapore 19 Apr - 23 Apr 2027
Confirmed dates
€2,820.-Register
Online Live virtual classroom 19 Apr - 23 Apr 2027
Confirmed dates
€1,250.-Register
Rome 26 Apr - 30 Apr 2027
Confirmed dates
€2,450.-Register
Online Live virtual classroom 26 Apr - 30 Apr 2027
Confirmed dates
€1,250.-Register
London 3 May - 7 May 2027
Confirmed dates
€2,450.-Register
Online Live virtual classroom 3 May - 7 May 2027
Confirmed dates
€1,250.-Register
Dubai 17 May - 21 May 2027
Confirmed dates
€3,150.-Register
Online Live virtual classroom 17 May - 21 May 2027
Confirmed dates
€1,250.-Register
Frankfurt 7 Jun - 11 Jun 2027
Confirmed dates
€2,650.-Register
Online Live virtual classroom 7 Jun - 11 Jun 2027
Confirmed dates
€1,250.-Register
Kuala Lumpur 21 Jun - 25 Jun 2027
Confirmed dates
€1,450.-Register
Online Live virtual classroom 21 Jun - 25 Jun 2027
Confirmed dates
€1,250.-Register
Rome 28 Jun - 2 Jul 2027
Confirmed dates
€2,450.-Register
Online Live virtual classroom 28 Jun - 2 Jul 2027
Confirmed dates
€1,250.-Register
Paris 5 Jul - 9 Jul 2027
Confirmed dates
€2,860.-Register
Online Live virtual classroom 5 Jul - 9 Jul 2027
Confirmed dates
€1,250.-Register
Istanbul 19 Jul - 23 Jul 2027
Confirmed dates
€2,650.-Register
Online Live virtual classroom 19 Jul - 23 Jul 2027
Confirmed dates
€1,250.-Register
Amsterdam 2 Aug - 6 Aug 2027
Confirmed dates
€2,540.-Register
Online Live virtual classroom 2 Aug - 6 Aug 2027
Confirmed dates
€1,250.-Register
Singapore 16 Aug - 20 Aug 2027
Confirmed dates
€2,820.-Register
Online Live virtual classroom 16 Aug - 20 Aug 2027
Confirmed dates
€1,250.-Register
Vienna 30 Aug - 3 Sept 2027
Confirmed dates
€2,940.-Register
Online Live virtual classroom 30 Aug - 3 Sept 2027
Confirmed dates
€1,250.-Register
London 6 Sept - 10 Sept 2027
Confirmed dates
€2,450.-Register
Online Live virtual classroom 6 Sept - 10 Sept 2027
Confirmed dates
€1,250.-Register
Dubai 20 Sept - 24 Sept 2027
Confirmed dates
€3,150.-Register
Online Live virtual classroom 20 Sept - 24 Sept 2027
Confirmed dates
€1,250.-Register
Frankfurt 4 Oct - 8 Oct 2027
Confirmed dates
€2,650.-Register
Online Live virtual classroom 4 Oct - 8 Oct 2027
Confirmed dates
€1,250.-Register
Kuala Lumpur 18 Oct - 22 Oct 2027
Confirmed dates
€1,450.-Register
Online Live virtual classroom 18 Oct - 22 Oct 2027
Confirmed dates
€1,250.-Register
Barcelona 25 Oct - 29 Oct 2027
Confirmed dates
€2,840.-Register
Online Live virtual classroom 25 Oct - 29 Oct 2027
Confirmed dates
€1,250.-Register
Paris 1 Nov - 5 Nov 2027
Confirmed dates
€2,860.-Register
Online Live virtual classroom 1 Nov - 5 Nov 2027
Confirmed dates
€1,250.-Register
Istanbul 15 Nov - 19 Nov 2027
Confirmed dates
€2,650.-Register
Online Live virtual classroom 15 Nov - 19 Nov 2027
Confirmed dates
€1,250.-Register
Amsterdam 6 Dec - 10 Dec 2027
Confirmed dates
€2,540.-Register
Online Live virtual classroom 6 Dec - 10 Dec 2027
Confirmed dates
€1,250.-Register
Singapore 13 Dec - 17 Dec 2027
Confirmed dates
€2,820.-Register
Online Live virtual classroom 13 Dec - 17 Dec 2027
Confirmed dates
€1,250.-Register

Good to know

A few things to know.

How is the course delivered?

Our classroom programmes combine facilitated discussion, case studies, exercises and reflection. The precise format will be confirmed before enrolment.

Can you deliver this programme for our team?

Yes, you can enquire about a tailored programme. Share your goals, group size and preferred dates with our learning team.

Will I receive a certificate?

Participants who complete the programme receive a Smart Horizon certificate of attendance. Smart Horizon programmes are not externally accredited and do not award a professional qualification, licence or designation. Where a course title or outline refers to a professional certification (for example, AACE International's Certified Cost Professional), the programme supports learning and preparation only; the credential itself is awarded solely by the relevant professional body under its own application and examination requirements.

What should I confirm before booking travel?

Please confirm the session, exact venue, accessibility arrangements, fees and any visa requirements with the team before arranging travel. Tentative dates are not confirmed sessions.

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