Join Krista Roberts, Director of Success Services at ClientSuccess, as she leads this bi-weekly webinar series dedicated to helping CSMs drive value from the ClientSuccess platform. These 60-min sessions, provide an overview of key platform features anchored on real-world use cases helping end-users explore new ways to leverage ClientSuccess. 

Join us on select Thursdays at 1pm EST/10am PST with a new series available each quarter. 


Register for this quarter's sessions using the links below!


January 16th: Baton - Intro & Getting Started

January 30th: Baton - Projects & Templates

February 20th: Baton - Forms & Customer Portal

March 6th: Baton - Reporting

March 20th: Baton - Time Tracking & Resource Planning


2025 Masterclass Webinar Series

2024 Masterclass Webinar Series

Usage Data: How to Ingest It and Use It to Power Your Customer Strategy

Design a Scorecard to Helps Drive Non-linear Goals

Managing and Optimizing Engagement Tracking

SuccessScore: Defining, Designing and Mastering Customer Health

Powering Your Playbooks with SuccessCycles

Mastering the Pulse Score

Goals: Build, Track and Report on Success

The Digital Touch - Customer Success at Scale

Tracking and Managing Upsell, Cross-Sell and Down-Sell Revenue

Customer Pulse Reason Report: How to Win Hearts and Change Minds at the Executive Table

Engagement Report: How to Effectively Plan for CSM Capacity with Data

The Renewal Health Report - How to Log Your Way to a Clear Visual Forecast

Managing the Metrics that Power Your Business