Master Customer Success Strategies: Delivering Results That Matter

Elevate your CS career. Drive measurable impact.

This powerful eLearning program empowers Customer Success professionals to build skills, drive customer outcomes, and increase retention, renewals, and expansion!

Program Overview

Designed for Customer Success professionals, this course bridges theory and practice to help you deliver results that matter. Master proven CS strategies, gain confidence in customer conversations, and learn how to drive retention, expansion, and real value.

If you’ve got 0–6 years of experience in Customer Success and want to level up your performance, this course is for you.

In today’s SaaS landscape, the pressure to retain customers, increase adoption, and drive measurable outcomes is higher than ever. This course equips you with the proven frameworks, customer-facing skills, and practical strategies you need to exceed your goals and stand out in your CS role.

Learning Objectives

You’ll learn how to:

  • ✅ Lead effective renewal and expansion conversations that align with business value

  • ✅ Unlock hidden business value and identify at-risk accounts before churn occurs

  • ✅ Confidently manage challenging customer scenarios with executive presence

  • ✅ Drive customer outcomes that fuel retention, advocacy, and upsells

  • ✅ Deliver measurable value that supports CS operations and revenue growth

🎖️CSA Accredited Training Program

CSA Accreditation Badge

Success Chain’s Customer Success training is proud to be officially accredited by the Customer Success Association. This badge of excellence confirms our programs meet the CSA’s high standards for professional relevance, instructional quality, and industry impact.

Recognized by the leading authority in Customer Success.
Designed to help you deliver real-world results.
Trusted by CS professionals worldwide.

What Makes This Course Unique

Unlike traditional CS training, this course integrates change management and user adoption strategies—giving you a complete toolkit to deliver results across the full customer journey.

We go beyond playbooks and theory. You’ll gain:

  • 📘 Field-tested tactics used by top-performing CS teams

  • 🛠️ Actionable tools and templates you can start using immediately

  • 🔄 Built-in user adoption and change enablement methods to amplify results

  • ⏱️ Flexible, self-paced learning designed for busy professionals

Available in English and French

Both eLearning courses—Customer Success and User Adoption—are available in English and French.
Please note: Community access and peer learning sessions are currently available in English only.

Choose The Right Package!

We understand that different learners have different goals and needs. That’s why we offer three distinct packages to help you find the right fit.

Whether you're looking to sharpen your core Customer Success skills, participate in live learning with peers, or expand your expertise to include user adoption strategies, there's a package designed for you.

Here’s a comparison of what each package includes:

  • Core Customer Success Package

    Build foundational CS skills with eLearning and community support

  • Customer Success eLearning Course

  • Private Community Access

  • Certificate of Completion

  • Available in French (eLearning only)

  • ❌ User Adoption eLearning

  • ❌ Live Peer Learning Sessions

  • Advanced Customer Success Package

    Everything in Core, plus live monthly peer learning sessions

  • Customer Success eLearning Course

  • Private Community Access

  • Live Peer Learning Sessions (monthly)

  • Certificate of Completion

  • Available in French (eLearning only)

  • ❌ User Adoption eLearning

  • Comprehensive Customer Success & Adoption Package

    All-in-one: Includes CS and User Adoption courses, peer learning, and community

  • Customer Success eLearning Course

  • User Adoption eLearning Course

  • Private Community Access

  • Live Peer Learning Sessions

  • Certificates of Completion (both courses)

  • Available in French (eLearning only)

🎓 Core Customer Success Package

Master the Foundations of Customer Success

(Customer Success eLearning + Community)

Build essential Customer Success skills with our self-paced eLearning course, complete with practical tools and community access to help you apply what you learn right away. Ideal for individual contributors looking to level up.

💵 $329 per person (one-time fee)

💳 Or $60/month for 6 months
👥 Group pricing available for 5 or more learners

🌟 Advanced Customer Success Package

Go Further with Peer Learning

(Customer Success eLearning + Community + Live Peer Learning)

Get everything in the Core package plus monthly live peer learning sessions. Join guided discussions, get expert feedback, and connect with other CS professionals navigating real-world challenges. Perfect for learners who want community, accountability, and deeper insights.

💵 $428 per person (one-time fee)

💳 Or $77/month for 6 months
👥 Group pricing available for 5 or more learners

🌟 Comprehensive Customer Success & User Adoption Package

Customer Success eLearning + User Adoption eLearning Package

(Customer Success eLearning + User Adoption eLearning + Community)

This powerful dual-course package combines our flagship Customer Success and User Adoption eLearning programs into one streamlined experience. You'll gain practical strategies to improve onboarding, increase retention, and drive sustained user adoption—all supported by access to our private online community for peer discussions and knowledge sharing.

💵 $465 per person (one-time fee)

💳 Or $85/month for 6 months
👥 Group pricing available for 5 or more learners

🌟 Advanced Customer Success & User Adoption Package

Customer Success eLearning + User Adoption eLearning Package

(CS eLearning + User Adoption eLearning + Community + Peer Learning)

Get the most from your learning experience with this all-in-one package. You’ll receive full access to both our Customer Success and User Adoption eLearning programs, ongoing community support, and live monthly peer learning sessions. Perfect for professionals and teams who want strategic insights, real-time feedback, and the accountability of a learning cohort.

💵 $564 per person (one-time fee)

💳 Or $104/month for 6 months
👥 Group pricing available for 5 or more learners

Professional & Value-Focused

No matter which package you choose, you’ll get access to the essential tools, training, and support needed to drive results.

✅ Learn Proven, Practical Strategies

📘 Master Proactive Software User Adoption & Customer Success Techniques
Gain access to 65+ expert-led lessons packed with real-world examples, downloadable tools, and field-tested frameworks you can apply immediately to drive results. Build confidence, reduce churn, and increase customer value at every stage.

🎓 Earn Your Certificate of Completion

🏆 Showcase Your Professional Growth
Upon completion of each course, you’ll receive a certificate you can proudly share with your employer, clients, or on LinkedIn. Demonstrate your commitment to professional development and your ability to drive measurable outcomes.

💼 Join a Supportive Peer Community

🤝 Connect, Learn, and Grow with Others
Engage with CS and adoption professionals from around the world in the Success Chain Community. Ask questions, exchange ideas, and learn how others are overcoming similar challenges—because you don’t have to go it alone.

Group Pricing Discounts Available!

If you have a team of 5 or more people, we offer special group pricing discounts. Please contact us to arrange your group pricing.

Get Group Pricing

eLearning Content:

Lessons in Master Customer Success Strategies: Delivering Results That Matter :

  1. 1 What is Customer Success? From Concept to Practice

    Objective: Understand CS foundations and their strategic importance.

  2. 2 Aligning Teams for Success: CS as a Company-Wide Initiative

    Objective: Learn to align cross-functional teams for customer success.

  3. 3 The Powerful Business Impact of Customer Success

    Objective: Discover how Customer Success boosts growth and retention.

  4. 4 User Adoption as a Critical Component of Customer Success

    Objective: See why user adoption is key to CS success.

  5. 5 Customer Lifecycle Mapping: The Boomerang Framework & Journey Mapping

    Objective: Build effective journey maps to drive outcomes.

  6. 6 The Success Chain Model: Building Mutual Value

    Objective: Learn how mutual value drives customer success.

  7. 7 Customer Segmentation: Tailoring Engagement to Needs

    Objective: Discover segmentation strategies for targeted customer success.

  8. 8 Stakeholder Mapping: Identifying and Engaging Key Players

    Objective: Identify and engage critical stakeholders for success.

  9. 9 Understanding Metrics That Matter

    Objective: Decode essential metrics for CS team and customer insights.

  10. 10 How to Calculate and Use Key CS Metrics

    Objective: Use CS metrics to track and drive results.

  11. 11 Proving Value: ROI Metrics for Customer Stakeholders

    Objective: Show stakeholders clear ROI from CS efforts.

  12. 12 Understanding Customer Health Scores

    Objective: Measure customer health to guide action.

  13. 13 Storytelling with Data: Making Metrics Meaningful

    Objective: Transform data into compelling stories that drive engagement.

  14. 14 Leveraging Technology: Optimizing CS Through Automation

    Objective: Use automation to scale and streamline CS.

  15. 15 Creating Impactful Customer Education Programs

    Objective: Design education that drives customer results.

  16. 16 Enabling Customer Self-Service Success

    Objective: Empower customers with self-service solutions.

  17. 17 Using AI to scale your CS practice

    Objective: Apply AI to boost CS scale and impact.

  18. 18 Mastering Customer Success Automation: Real-World CRM & AI Playbooks

    Objective: Use CRM and AI playbooks to streamline CS.

  19. 19 Go Slow to Go Fast: Building Relationships During Onboarding

    Objective: Foster strong relationships during the critical onboarding phase.

  20. 20 Master Customer Onboarding

    Objective: Design onboarding experiences that set customers up for success.

  21. 21 Effective Sales to Customer Success Handovers

    Objective: Ensure smooth handoffs to drive early impact.

  22. 22 Effective Kick-Off Meetings

    Objective: Lead kick-offs that align and energize customers.

  23. 23 Crafting Effective Success Plans

    Objective: Build comprehensive plans that ensure customer success.

  24. 24 Conducting Effective Business Reviews

    Objective: Conduct impactful business reviews with clear outcomes.

  25. 25 Iterative Planning: Ensuring Long-Term Value

    Objective: Refine plans iteratively to deliver lasting customer value.

  26. 26 Mastering Renewals: Best Practices for Success

    Objective: Apply best practices to secure renewals and long-term success.

  27. 27 Releasing Trapped Business Value

    Objective: Unlock hidden value in customer relationships.

  28. 28 Renewal Conversations: Framing for Success

    Objective: Conduct renewal discussions that emphasize strategic outcomes.

  29. 29 Upsells Done Right: Identifying Opportunities

    Objective: Spot and capitalize on upsell opportunities.

  30. 30 Turning Happy Customers into Advocates

    Objective: Transform satisfied customers into loyal advocates.

  31. 31 Executive Engagement

    Objective: Connect with decision-makers to drive momentum.

  32. 32 Mastering Objection Handling and Difficult Conversations

    Objective: Handle objections with confidence and clarity.

  33. 33 When Key Customer Contacts Leave

    Objective: Stay on track when key contacts exit.

  34. 34 Navigating Multi-Threaded Relationships

    Objective: Manage relationships across multiple customer stakeholders.

  35. 35 The Power of Questions & Silence

    Objective: Use questions and silence to unlock insight.

  36. 36 Active Listening: Understanding What Customers Need

    Objective: Master active listening for deeper customer understanding.

  37. 37 Navigating Expectations: Holding Customers Accountable

    Objective: Set and manage expectations with clarity and confidence.

Lessons in Master Proactive Software User Adoption Strategies:

  1. 1 Introduction & Welcome

    Objective: Welcome to the course

  2. 2 Navigating this Course

    Objective: Learn how to get the most out of this course.

  3. 3 Get Additional Help

    Objective: Get expert assistance to accelerate your user adoption program!

  4. 4 Understanding the Importance of Software User Adoption

    Objective: Explore the essential role of user adoption and change management in software success, with practical strategies to drive adoption, maximize ROI, and achieve lasting business value.

  5. 5 Focusing on Behavior Change

    Objective: Transform your team's productivity by mastering the art of behavior change for seamless and effective software adoption.

  6. 6 Moving Beyond "Buy-In" to Active Sponsorship

    Objective: Unlock the power of active sponsorship to transform your software implementations and drive lasting organizational change!

  7. 7 Identifying Common Challenges in User Adoption

    Objective: Master common software adoption challenges and learn actionable strategies for ensuring successful implementation and sustained user engagement.

  8. 8 Addressing Resistance to Change

    Objective: Unlock the secrets to overcoming resistance and drive seamless technology adoption in your organization with proven strategies and insights.

  9. 9 6-Step Process for Maximizing User Adoption & Success

    Objective: Unlock the full potential of your technology investments by mastering a proven 6-step user adoption framework for measurable success.

  10. 10 Define A.M. & P.M. © Success Goals

    Objective: Master the art of setting actionable goals to ensure successful software adoption and drive impactful organizational change.

  11. 11 Cascading A.M. & P.M. © Goals

    Objective: Unlock seamless software adoption by mastering cascading goals that align organizational objectives with user engagement and success.

  12. 12 Make Your Goals Meaningful: Linking to Rewards

    Objective: Learn to link goals to meaningful rewards to drive software adoption, enhance performance, and motivate your team effectively.

  13. 13 Measure & Track Your Progress & Outcomes

    Objective: Unlock the power of data to drive success! Learn to measure, track, and celebrate progress for impactful change management.

  14. 14 Keeping Your Software Implementation Goals Relevant

    Objective: Stay agile and relevant! Learn to update your software goals to align with evolving priorities, ensuring continuous success.

  15. 15 Building the Right Team, Structure, and Approach to Drive Adoption

    Objective: Learn to build the perfect team structure and approach to drive successful software adoption in any organization.

  16. 16 Training Managers to Champion User Adoption Efforts

    Objective: Learn how to empower managers as change champions, driving successful software adoption within your organization.

  17. 17 Developing Effective Communication Strategies for User Adoption

    Objective: Master effective communication strategies to drive user adoption, overcome resistance, and ensure successful change management.

  18. 18 Key Messages

    Objective: Learn the secrets of effective communication for seamless software adoption, driving engagement and success at every implementation stage.

  19. 19 Action-Focused Communications

    Objective: Learn how to inspire action and drive successful change in your organization with effective, action-focused communication strategies.

  20. 20 Rapid & Scalable Communications

    Objective: Master rapid, scalable communication strategies to drive organizational change, build trust, and boost user adoption effectively!

  21. 21 Creating a User-Centric Software Training Program

    Objective: Unlock seamless software adoption with our user-centric training program, designed to boost productivity and drive lasting change.

  22. 22 Training Tools & Delivery Methods

    Objective: Discover effective training methods for seamless software adoption and user engagement .

  23. 23 Planning for Ongoing Training Needs

    Objective: Discover essential training strategies to keep your team agile, skilled, and ready for any change.

  24. 24 Building a Supportive User Community

    Objective: Learn to build a vibrant user community that drives software adoption, provides support, and fosters continuous improvement.

  25. 25 Utilizing Gamification to Enhance User Engagement

    Objective: Unlock the power of gamification to boost user engagement and software adoption, transforming your organizational success!

  26. 26 Before Go-Live: Preparing For Success

    Objective: Unlock success by learning key pre-go-live actions to drive user adoption, reduce resistance, and ensure seamless software implementation.

  27. 27 At Go-Live: Rapidly Drive Initial User Adoption

    Objective: Unlock the full potential of your new software at go-live by mastering user adoption actions that drive engagement and transform behaviors.

  28. 28 After Go-Live: Sustain Effective Adoption Year After Year

    Objective: Master the art of sustained software adoption post go-live and unlock continuous ROI with strategies for long-term success and competitive advantage.

  29. 29 Get Additional Help

    Objective: Get expert assistance to accelerate your user adoption program!

Course Testimonial!

Hear directly from our course students what they learned from our course, "Master Proactive Software User Adoption" and how it has transformed how they approach their job.

Hear more from our satisfied customers who have successfully driven user adoption:

"I recently completed the new user adoption course by Success Chain, “Master Proactive Software User Adoption Strategies,” and found it to be a huge help to my own education on rolling out transformative software initiatives. Success Chain’s course is like a master class on user adoption and these strategies will provide the foundation for not only successful software rollouts but identifies a game plan for long term success of a company’s software investment. This course is both concise and loaded with tips on managing a software investment and making sure it succeeds from the beginning. I’m grateful to be able to study this material. I know it will have a positive impact in helping clients extract great value from their software implementations." ― Sydnee Lalwani, Senior CSM
"Taking this course, I walked away understanding how to engage and communicate in a way that inspires users to adopt and enable users at before, go-live, and after go-live. If you have any questions about how to drive user adoption, then you want to complete Success Chain's new Adoption Strategy Course. I have not been more clear on what it is that I need to do to sustain adoption year over year." ― Mike Ferry, Senior CSM

30-Day Satisfaction Guarantee 

We’re so sure you’ll be satisfied that we offer a 30-day satisfaction guarantee. If you have completed less than 25% of the course and are not satisfied, we will give you a full refund you!

Frequently Asked Questions about the User Adoption Essentials Package

How long will I have access to the courses?

You'll have lifetime access to the courses you enroll in. This also includes any future updates made to the courses you purchase.

Do you provide certificates?

Yes, upon completion of a course, you will receive a certificate of completion. Certificates are issued monthly to everyone eligible after your instructor review.

What if I find this isn't for me?

We stand behind the quality of our program, and we understand that it might not be a perfect fit for everyone. We offer a simple, no-questions-asked, 30-day money-back guarantee. If you have completed less than 25% of the course and you're not completely satisfied, simply request a refund within 30 days of purchase.