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Customer Success & Solutions Consulting · Beginner · ~6 hours

Customer Success & Account Management

Help customers adopt products, achieve outcomes and make informed renewal decisions.

Status: Catalogue ready. Lessons, quizzes and the final assessment will be available as the course is authored, reviewed and connected to learner accounts.

Module 01 of 8

Customer onboarding

Preview mode

What you'll work through

  • Start with the core idea and the language used at work.
  • Connect the concept to a realistic workplace situation.
  • Practise explaining what you know and what you would ask next.

Practice prompt

When you meet a new topic, what is the strongest first move?

Portfolio evidence

Practical portfolio project

Create a fictional customer onboarding plan, health review and escalation response for a new account.