Pro membership plan beta

Accelerate your customer success career

Pro membership delivers immediate solutions when you need them most, strategic expertise to stay ahead of trends, and the network connections that fast-track your career advancement. This is how ambitious CS professionals build the competitive advantage that accelerates promotions and recognition.

Access advanced learning paths and expert insights that position you as the strategic thinker leadership values.
Connect with CS professionals who invest in their growth and build relationships that open doors to new opportunities.
Stand out and shine as part of an exclusive customer success community.
Stay ahead of trends with cutting-edge strategies that differentiate you from peers who rely on basic knowledge.
Enjoy special discounts on tools and resources to elevate your customer success career.
Discover unique job listings and career opportunities to keep your professional growth on track.

Why go Pro?

Gain actionable insights, align CS strategies with business goals, and enhance your leadership with cutting-edge practices in customer success.

Execute with
confidence

Access expert-led resources that help you solve challenges faster, demonstrate strategic value, and impress stakeholders.

Build your
advantage

Stay ahead with insider insights that position you ahead of CS professionals who lack access to expert strategies.

Grow on
your terms

Build career-advancing expertise on your schedule with flexible resources that fit your professional development needs.

Trusted ratings from:

4.5

“One of the best communities I have ever had the pleasure of being a part of. From the Slack channels to the courses that come with the Pro membership, I am doubling my knowledge and network daily. I could not recommend this more!”

Hannah Slagle
Enterprise Customer Success Manager

What’s included

Unlock world-class resources in one membership hub. With expert-led training, innovative tools, and a supportive community of customer success professionals, you’ll have everything you need to advance your career and handle daily challenges with confidence.

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Gain in-demand skills, earn certifications to showcase your expertise, and advance your customer success career — all with certifications taught by industry leaders. Plus, enjoy 10% off while you learn from the best!

Core (10% off)
Advanced (10% off)
Leadership (10% off)

See all certifications

Stay ahead of the curve with cutting-edge strategies and insights from industry thought leaders. These exclusive articles offer actionable advice you won’t find anywhere else!

Save time and focus on strategy with our ready-made templates. Skip the busywork of creating plans, briefs, and presentations from scratch — get started fast and efficiently!

Customer advocacy
Churn rate
Customer journey
Storytelling
Segmentation
Onboarding

Get a glimpse of the templates and frameworks you’ll receive with the Pro membership.

See templates

Gain exclusive insights into your industry and competitors with our proprietary research and reports. Uncover hidden opportunities and make smarter, data-driven decisions — no form-filling needed!

Industry reports
Comprehensive eBooks
Strategic playbooks

Get ungated access

Master customer success, from fundamentals to advanced topics, with our extensive OnDemand video library. Learn best practices from experts on your schedule and revisit key concepts anytime!

Learn from the likes of:

Fast-track your skills and career growth through 1-on-1 guidance from a customer success pro. Ask questions, brainstorm ideas, and troubleshoot issues with personalized mentorship.

Become a mentor

Guide fellow customer success professionals to reach their full potential
Give back to the community while building your own legacy
Gain fresh perspectives and insights from your mentee
Elevate your career and build lasting relationships
Earn extra income by sharing your expertise and passion

Become a mentor

Become a mentee

Access expert guidance to advance your customer success career
Find a mentor perfectly matched to your goals and challenges
Enjoy confidential 1-on-1 sessions tailored to your needs
Expand your network and learn from specialized professionals
Solve challenges and gain new skills with complete confidence

Find a mentor

Transform your customer success strategies with curated toolkits tailored to your goals. Whether you’re rehauling onboarding, refining retention strategies, or tackling churn reduction, we’ve got you covered.

Each toolkit is packed with presentations, templates, and guides, offering actionable insights to help you excel in your next initiative.

See what’s in there

Make your budget go further with member-only savings on tools, events, education, and more — benefits that practically pay for themselves!

Gain insights from thought leaders, exchange ideas with peers, and make valuable connections by networking at our members-only events.

Member masterclass
PMM Powerhour

Join our vibrant customer success community to share ideas, seek peer support, and build meaningful connections.

Get full access to these templates

Unlock a wealth of expertly crafted templates and frameworks with our membership plan. Whether you're enhancing onboarding, optimizing customer success journeys, or driving retention, we’ve got the tools you need. Skip the guesswork — sign up today and start achieving like a pro!

NPS analysis template
Proof of value email template
Customer advocacy template
S.M.A.R.T template
RACI template
OKR grading scale
Customer health score example
Customer success metrics calculator
Leadership qualities template
Employee development plan template
Change map across the organization
Customer journey gap analysis
Customer success strategy framework
White paper template
Stakeholder feedback and improvement log
Tone of voice
Customer referral tracking template
How to reduce your churn rate
Campaign planning template
Churn rate cheat sheet
SMART goals template
Customer journey map
Onboarding maturity model
Stakeholder communication plan
Peer review email template
Customer success alignment assessment template
Customer exit interview questions template
Customer health score template
EBR template
Onboarding RACI matrix template
How to improve trial-to-subscription conversions template
Internal roadmap template
CSM interview STAR method template
Proof of value email template
Value proposition research questions framework
Post-sale customer survey checklist framework
A CSM’s weekly 1:1 meeting template
Customer segmentation template
Voice of the customer (VoC) framework
Value proposition evaluator
Customer advocacy strategy framework
Customer feedback questions framework
Time-to-value (TTV) framework
A CSM’s performance evaluation scorecard template
Customer implementation framework
Empathy map template
Guide to SaaS pricing models template
Segment hypothesis worksheet template
Customer advisory board (CAB) email invite template
Customer engagement plan framework
New product features template
Account expansion plan template
Customer segmentation profile framework
B2B customer persona example
Win/loss email invite template
The current state of the customer journey template
Feature update email templates
Checklist for growing MMR template
Customer success story questions template
Internal roadmap template
New feature outreach and training template
The HEART framework
Churn rate prediction framework
Storytelling framework
Storytelling framework [example]
Customer churn survey template
AARRR model framework
Segment sentiment audit checklist
Customer renewals email template
B2B user persona example
B2B user persona template
Buyer funnel [stages + tactics]
Payment failure email template
New hire onboarding checklist
Jobs-to-be-done canvas
Improving trial-to-subscription conversions
Messaging framework
Competitive intel checklist
Sales to CS handover template
Competitor SWOT analysis template
How to lower your churn rate
Onboarding checklist
Customer needs analysis template
Customer strategy checklist
Customer success playbook framework
Win-loss interview questions
Customer onboarding framework
Product demo checklist
Customer case study questions
SaaS churn rate cheat sheet

Built and trusted by experts at:

Learn from top customer success professionals

With our membership, you’ll learn from the best of the best…

Start with Pro or get more with Pro+

Our Pro membership has nearly everything our Pro+ membership does, except full access to our certifications. If you would like to have the ultimate L&D experience, check out our Pro+ membership.

Take me to Pro+

Pro

$42 /month (billed annually)

Exclusive content
80+ Frameworks & templates
CSC mentorship program
CSC toolkits
Free CSC festival access
400+ hours’ presentations
Live stream to all summits
CSC Summits on-demand
40% discount on summits
10% discount on certifications
Members-only events
Members-only network

Subscribe to Pro

Pro+

$167 /month (billed annually)

Get everything from Pro and more…

Free in-person Summit or training ticket annually
In-person certification training access
Customer Success Certified: Core
8+ Masters certifications
Advanced-micro courses
Live GTM workshops
AI Advantage workshops

Subscribe to Pro+

Compare our plans and features

	Insider Sign up for free	Pro Join Pro	Pro+ Most popular Join Pro+	Exec+ Join Exec+
Learning and development
Customer Success Certified: Core
7+ Masters certifications
Customer Success Certified: Leadership
Leadership Accelerator Program
Live workshops
Events
Virtual and in-person meetups
Live webinars
Members-only events
In-person summits
In-person courses
Leadership dinners
CCO Summit
Community
Members-only community
Mentor program
Peer groups
Resources
Customer Success GPT
CSC-IQ
Templates & frameworks	(4 templates)	(50+ templates)	(50+ templates)	(50+ templates)
OnDemand presentations	(13+ hours)	(400+ hours)	(400+ hours)	(400+ hours)
Exclusive articles	(6 articles)	(100+ articles)	(100+ articles)	(100+ articles)
Industry reports
CS toolkits

Insider Membership

Virtual and in-person meetups
Live webinars
Customer Success GPT
CSC-IQ
Templates & frameworks (4 templates)
OnDemand presentations (13+ hours)
Industry reports
Exclusive articles (6 articles)

Pro Membership

Virtual and in-person meetups
Live webinars
Members-only events
Members-only community
Mentor program
Customer Success GPT
CSC-IQ
Templates & frameworks (50+ templates)
OnDemand presentations (400+ hours)
Exclusive articles (100+ articles)
Industry reports
CS toolkits

Check Pro

Pro+ Membership

Everything in Pro included, plus...

Customer Success Certified: Core
7+ Masters certifications
Live workshops
Virtual and in-person meetups
Live webinars
Members-only events
In-person summits
In-person courses
Members-only community
Mentor program
Customer Success GPT
CSC-IQ
Templates & frameworks (50+ templates)
OnDemand presentations (400+ hours)
Exclusive articles (100+ articles)
Industry reports
CS toolkits

Check Pro+

Exec+ Membership

Everything in Pro plus...

Customer Success Certified: Core
7+ Masters certifications
Customer Success Certified: Leadership
Leadership Accelerator Program
Live workshops
Virtual and in-person meetups
Live webinars
Members-only events
In-person summits
In-person courses
Leadership dinners
CCO Summit
Members-only community
Mentor program
Peer groups
Customer Success GPT
CSC-IQ
Templates & frameworks (50+ templates)
OnDemand presentations (400+ hours)
Exclusive articles (100+ articles)
Industry reports
CS toolkits

Check Exec+

What ourmembers say...

Watch CSC Summits OnDemand

Catch up on the latest customer success strategies by topic or event with our OnDemand catalog. Access 100s of hours of content and learn from leaders at Google, Microsoft, Meta, and more.

Get actionable insights to elevate your customer success strategies.
Stay ahead of critical industry trends and developments.
Align stakeholders and inspire excitement for your customer success initiatives.

Subscribe to Pro

Enjoy these events And more…

Learn from the brightest minds in customer success anytime, anywhere. Elevate your expertise with exclusive access to our extensive OnDemand presentation archive.

Download your brochure

Our Pro membership is designed to support your professional growth with an endless supply of top-tier, exclusive resources. Don’t just take our word for it — download the brochure to see for yourself!

P.S. Need help persuading your boss? We’ve got you covered.

Download brochure Convince your boss

Preview of the CMO Pro+ membership brochure

Get your team on the same page

Fill key knowledge gaps and get everyone speaking the same language by getting your whole team certified. Book in a call to discuss group rates.

Trusted by teams including:

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FAQS

Simple. For just $499 a year, think of the ROI: exclusive content, customizable templates, expert mentorship, and a thriving customer success community. One strategic insight or process improvement could drive major retention gains or cost savings—more than covering the membership cost.

Still on the fence? Don’t worry. Our "convince the boss" template highlights all the benefits of a CSC membership, making it an easy sell.

Forever. Once you’ve signed up, providing you keep your subscription active, all the content, frameworks, templates, videos and slides are yours to access as much as you want, for as long as you want.

Absolutely. We know the majority of CSMs tend to sit on the B2B side of the fence but all our materials are transferable and we’ve got plenty of B2C-specific resources too.

Sure. We don’t rest on our laurels and we’re always looking for ways to improve what we’ve already got so if you can’t see something you think would be useful, let us know and we’ll see what we can do.

Awesome, that’s what! We put customer success experts under the spotlight and members - and members only - can ask them questions specific to their roles. Think of it as an online roundtable but with no topic off-limits and total exclusivity.

All our mentors are uber-experienced and qualified but some are newer than others - the ones who are just starting out are free, the crème de la crème coaches charge per hour.

Certifications aren’t included in our Pro membership, but they are included in our Pro+. Never fear, you’ll still be able to access our suite of certifications with a discounted rate.

Fast-track your customer success career

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Accelerate your customer success career

What’s included

Get full access to these templates

Learn from top customer success professionals

Start with Pro or get more with Pro+