# SuccessCOACHING Reviews **Vendor:** SuccessHACKER **Category:** [Customer Success Training Providers](https://www.g2.com/categories/customer-success-training) **Average Rating:** 4.6/5.0 **Total Reviews:** 942 ## About SuccessCOACHING The only G2 Triple Grid Leader in Customer Success training—a recognition achieved by less than 4% of companies on the platform. We've trained 39,000+ CS professionals at 10,000+ companies to systematically capture the $23 billion in expansion revenue that most SaaS companies leave on the table. The Problem We Solve While 70-80% of SaaS revenue happens post-sale, most CS teams receive product training instead of formal Customer Success and Revenue training. The result? Companies stuck at 102-104% Net Revenue Retention while leaders achieve 118-120% through systematic expansion methodologies. Our Approach We transform CS teams from cost centers into revenue engines through: • Revenue-focused methodologies designed specifically for CS professionals • Industry-recognized CCSM certification leading to career advancement for 85% of graduates • Practitioner-built frameworks created by CS leaders who've actually driven expansion revenue • Day-one implementation tools that deliver immediate ROI Why We're Different Unlike generic CS training, we teach CS professionals how to systematically identify and capture expansion opportunities while maintaining trusted advisor status. Our methodology bridges the gap between customer advocacy and revenue responsibility. Proven Results • 2,000+ companies transformed from "land and stand" to "land and expand" • 39,000+ CS professionals equipped with expansion revenue skills • G2 Triple Grid Leader status across three categories • Training Provider for the University of San Francisco's Customer Success Certificate Program • Accredited to issue CPD/Continuing Education Hours • Used by industry leaders including Apple, HP, VMware, RedHat and Procore Bottom Line Your customer base contains millions in uncaptured expansion revenue. We teach your CS teams how to systematically capture it without compromising customer relationships. ## SuccessCOACHING Pros & Cons **What users like:** - Users find the **ease of use** in SuccessCOACHING invaluable for learning at their own pace and revisiting content. (15 reviews) - Users value the **organized and flexible structure** of SuccessCOACHING, enhancing their professional growth effectively. (15 reviews) - Users appreciate the **structured modules and practical tools** from SuccessCOACHING, enhancing learning and real-world application effectiveness. (15 reviews) - Users love the **learning ease** of SuccessCOACHING, enjoying flexible, bite-sized training and effective follow-up quizzes. (14 reviews) - Users value the **relevance of content** in SuccessCOACHING, effectively addressing real challenges in professional growth. (14 reviews) - Users value the **structured modules** of SuccessCOACHING, finding them effective and easy to follow for learning customer success. (14 reviews) - Users praise the **high-quality content** of SuccessCOACHING, appreciating its real-world examples and expert insights. (12 reviews) - Users value the **flexible scheduling** of SuccessCOACHING, enabling them to learn at their own pace and revisit materials. (12 reviews) - Pacing (11 reviews) - Module Organization (10 reviews) **What users dislike:** - Users experience **low engagement** due to repetitive content and a lack of interactive activities in SuccessCOACHING courses. (9 reviews) - Users find some training content **repetitive** , lacking engagement and interactivity, especially for those with prior experience. (9 reviews) - Users note **irrelevant content** in some courses, suggesting a need for better alignment with diverse experience levels. (7 reviews) - Users find the course valuable but desire more **interactive elements** to enhance engagement and effectiveness. (7 reviews) - Users feel the **poor visual design** detracts from the content, suggesting a need for more appealing presentation. (7 reviews) - Users find the **delivery boring** due to long, dry videos and basic slides lacking engagement and interactivity. (6 reviews) - Users feel the program's **lack of examples** limits engagement and fails to showcase practical applications effectively. (5 reviews) - Lack of Focus (5 reviews) - Redundancy (5 reviews) - Content Overload (4 reviews) ## SuccessCOACHING Reviews ### 1. Essential Coaching for Customer Success Mastery **Rating:** 4.5/5.0 stars **Reviewed by:** Phaedra L. | Technical Support Representative, Mid-Market (51-1000 emp.) **Reviewed Date:** May 29, 2026 **What do you like best about SuccessCOACHING?** I've been using SuccessCOACHING for about a year to enhance my knowledge in customer success management. The service provided resources that helped me connect with clients more effectively, offering them more measurable value, which aids in building trust in the product. I also appreciated the specific examples used in training, as they showed the application across various environments and disciplines. Furthermore, the review and training for each section ensure that I have captured the key points, helping me utilize the training effectively. **What do you dislike about SuccessCOACHING?** I think some of the production quality could be worked on a little bit. There's some background noise in some of them. And there's some umming and hemming and hawing in the speech that I think could be cleared up to make a more concise lesson. It would be easier to stay engaged with it without, the pauses in what you're learning. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING provides resources to help me better connect with clients and offer measurable value, replacing vague health scores with concrete measures. The specific examples and cases they use in training help apply concepts across various environments. ### 2. Empathy-Driven, Practical Frameworks—Could Use More Education-Specific Scenarios **Rating:** 3.5/5.0 stars **Reviewed by:** Matthew T. | Enterprise (> 1000 emp.) **Reviewed Date:** May 21, 2026 **What do you like best about SuccessCOACHING?** What I like best about is its emphasis on empathy, relationship-building, and long-term partnership. The program recognizes that successful customer relationships are built through trust, active listening, and a genuine understanding of customer goals—not just through resolving issues or completing tasks. I also appreciate that the training provides practical frameworks that can be applied immediately in real customer conversations. As someone with a background in education and instructional coaching, I connect strongly with the program’s focus on guiding, supporting, and empowering others in a collaborative way. **What do you dislike about SuccessCOACHING?** One challenge I experienced with is that some of the scenarios and examples can feel somewhat generalized, especially for people working in highly relationship-driven fields like education. At times, I found myself wanting more examples connected to complex, long-term partnerships and change management within schools and districts. That said, I still found the overall framework valuable because the core ideas around empathy, communication, proactive support, and customer outcomes are highly transferable across industries and roles. **Recommendations to others considering SuccessCOACHING:** I would recommend to professionals who want a stronger foundation in Customer Success practices, especially those transitioning into customer-facing roles from education, training, or other relationship-centered fields. The program is especially valuable for developing skills in empathy, communication, relationship management, and proactive customer support. I would encourage participants to actively connect the frameworks to their own industry and real-world experiences, since the greatest value comes from applying the concepts directly to authentic customer conversations and long-term partnership work. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING is helping solve a challenge I see across many customer-facing roles: people are often promoted into Customer Success positions because they are knowledgeable or personable, but they are not always given a clear framework for building long-term customer relationships, driving adoption, and creating sustainable success plans. The program has benefited me by giving structure and language to practices I was already using intuitively as both an educator and Customer Success Manager. In particular, the focus on empathy, active listening, relationship-building, and proactive support has strengthened the way I partner with schools and district leaders. It has also helped me think more strategically about customer outcomes, implementation planning, and how to guide conversations in a way that builds trust while still keeping goals and progress at the center. As someone with a background in instructional coaching and educational leadership, I appreciate that the program emphasizes partnership and problem-solving rather than transactional support. ### 3. Helpful Learning Check-Ins and Great Additional Resources **Rating:** 5.0/5.0 stars **Reviewed by:** Megan A. | Member Success Specialist, Small-Business (50 or fewer emp.) **Reviewed Date:** May 19, 2026 **What do you like best about SuccessCOACHING?** Regular learning check ins are very helpful. I also enjoy all of the additional resources provided. **What do you dislike about SuccessCOACHING?** The dialogue can sometimes be a lot. The visual representation that accompanies the dialogue could be more engaging. **Recommendations to others considering SuccessCOACHING:** This is a great option for any Customer Success Team who is looking to not only train on proper CSM techniques, but even as a regular refresher for best practices and to facilitate team conversations about improvement. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING is helping myself and my team to not only perform better as CSM's, but also to spot at risk accounts earlier to reduce churn, all while communicating and planning for customer success more effectively as a team. ### 4. Valuable Training, Needs Engaging Content **Rating:** 3.5/5.0 stars **Reviewed by:** Verified User in E-Learning | Mid-Market (51-1000 emp.) **Reviewed Date:** May 25, 2026 **What do you like best about SuccessCOACHING?** I use SuccessCOACHING for courses designed for Customer Success Managers. The first two levels I've completed were helpful. The first level offered a solid introduction to Customer Success, and the second level was more advanced, presenting crucial information that I needed to know. These levels have helped me become a better Customer Success Manager, made me feel more confident in my role, and have inspired me to explore more ideas. I find some of the methodologies they use particularly useful, and I appreciate when they use examples to effectively explain how to approach specific scenarios. **What do you dislike about SuccessCOACHING?** The content is okay-ish, but I hope the next levels will be better in how the presentations are delivered. Sometimes it feels a bit boring and not interactive, even though the content can be good. I suggest making the videos more interactive to keep the student more engaged. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING helps me become a better Customer Success Manager, boosting my confidence and giving me ideas for further exploration. ### 5. Empowered Teams via Targeted Training **Rating:** 3.5/5.0 stars **Reviewed by:** Ari G. | Enterprise (> 1000 emp.) **Reviewed Date:** March 07, 2026 **What do you like best about SuccessCOACHING?** I use SuccessCOACHING to advance my team by helping create growth opportunities and providing streamlined training for my success managers. My team appreciated the module on how to deal with difficult customers, as it empowered them to handle tough conversations better and focus on the best solutions instead of offering every option. The modules are beneficial, and we've been creating cohorts to go through them together to reflect and ideate on how to implement the teachings. The success managers (CSMs) feel more empowered, which shows the effectiveness of the modules. I plan to expand this training to new team members to ensure they have the same baseline training and common language. **What do you dislike about SuccessCOACHING?** I think the modules could be shorter and more engaging. It's easier to engage and participate as a cohort. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING creates growth opportunities and streamlines training for success managers, empowering them to handle difficult conversations and choose the best solutions, driving renewals and expansions with customers. ### 6. Well-paced, Visual Lessons with Engaging Interactive Task **Rating:** 5.0/5.0 stars **Reviewed by:** Sabrina E. | Customer Success Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** March 05, 2026 **What do you like best about SuccessCOACHING?** I like the speed of the instruction, and the graphics helping illustrate their point, and the interactive tasks to learn by doing. **What do you dislike about SuccessCOACHING?** taking the survey at the end of each lesson. Maybe at the end of a unit or something. I went through all 5 units, and that was a lot of surveys. I filled them out at the start, but by the end I had memorized where on the screen to click next so it wasn't getting my honest feedback anyway. **Recommendations to others considering SuccessCOACHING:** I wish I had started with a more organized note system. I took notes while I was going through the class, on my own, but midway through I switched to the ones provided by SuccessCoaching, and that was much easier. **What problems is SuccessCOACHING solving and how is that benefiting you?** I didn't really know what a Success Department should be or how it should be managed until taking this class. Now I have a very good working knowledge of goals I should be steering my department toward, and how to achieve them. ### 7. A great learning opportunity for anyone in the success world! **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Primary/Secondary Education | Mid-Market (51-1000 emp.) **Reviewed Date:** May 19, 2026 **What do you like best about SuccessCOACHING?** I loved the workbooks because I could download them and annotate them while I watched the video lessons. They were designed in a visually pleasing way, and they made it easy for me to go back and refresh my understanding whenever I had a question. **What do you dislike about SuccessCOACHING?** The audio in some of the videos wasn’t very clear, and several of them had a noticeable amount of background noise. Sometimes the activities that went along with each unit felt overwhelming and confusing. It would be nice to have a cohort you are completing these tasks with. **Recommendations to others considering SuccessCOACHING:** It is a great investment into your career and I would recommend completing as many levels as possible **What problems is SuccessCOACHING solving and how is that benefiting you?** The partner success field is growing rapidly, and people in the field come from many different backgrounds. That can create confusion around best practices, industry jargon, and other expectations. Success coaching has been alongside me as I transitioned into the partnership role, and I’m very grateful for the support. ### 8. Empowered Our CSM Team with Invaluable Resources **Rating:** 5.0/5.0 stars **Reviewed by:** Ashok N. | Enterprise (> 1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about SuccessCOACHING?** I use SuccessCOACHING to sharpen my CSM skills and to improve and upskill my enterprise CSM team. It's great for creating a common framework and a common language around customer success. I love how SuccessCOACHING is easy to use, affordable, and flexible. The assessments and certifications are particularly valuable as they offer personal value to my team, allowing them to carry forward these certifications if they move on to other roles. I appreciate the tools like the success plan template, which are easily adaptable to our environment. Practitioners teach the classes and bring real-world experience to each lesson, making the learning process both engaging and credible. I appreciate that there are different levels of certification. It's the type of service that you can grow with, and our team is now level one certified and pursuing level two certification. There are specific modules for specific areas of the CSM role, providing multiple growth opportunities with SuccessCOACHING. Overall, I find the training to be excellent. **What do you dislike about SuccessCOACHING?** Ironically, they don't really have very good support. I don't know if we even have a CSM or an account manager. It's actually a little bit of work to just figure out how we can add more people to our account or to know who to contact. **What problems is SuccessCOACHING solving and how is that benefiting you?** I use SuccessCOACHING to sharpen my CSM skills and upskill my enterprise CSM team, creating a common framework for customer success. It helped us develop a structured customer success engagement model from scratch and close skill gaps. ### 9. Very Useful Training, I recommend **Rating:** 5.0/5.0 stars **Reviewed by:** Marc V. | Senior CSM, Mid-Market (51-1000 emp.) **Reviewed Date:** May 21, 2026 **What do you like best about SuccessCOACHING?** I liked the part about having an account plan; it was very useful and helpful. **What do you dislike about SuccessCOACHING?** Some parts took a long time to get through, and at times I had to speed up the videos to keep things moving. **Recommendations to others considering SuccessCOACHING:** It was a good training; I completed CCSM Level 1. The process was smooth, useful, and well organized. However, I believe this certification course is no longer available, as it seems they have changed it. **What problems is SuccessCOACHING solving and how is that benefiting you?** Very good training overall. It covered many concepts that I’ve already started using every day in my job, and I find it very useful. ### 10. Clunky Platform and No Account Manager Support Hurt the Experience **Rating:** 2.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** March 06, 2026 **What do you like best about SuccessCOACHING?** The content covers the CS fundamentals you'd expect, and it's self-paced, which worked well for our team's schedules. **What do you dislike about SuccessCOACHING?** Two things stand out. First, the platform itself is clunky and not intuitive, navigating the course content felt like more work than it should. Second, and more notably, there has been zero proactive outreach from an account manager. No check-in on how our team is progressing, no inquiry into whether we need additional support, no guidance on next steps. For a company that trains customer success professionals, the lack of attention to their own customer experience is hard to overlook. **Recommendations to others considering SuccessCOACHING:** Go in with measured expectations. If you need a structured, self-serve curriculum to get your CS team up to speed on fundamentals, SuccessCOACHING can serve that purpose. But don't expect a partnered experience, you're largely on your own once you purchase. If hands-on support and account engagement matter to your organization, make sure to ask pointed questions about what post-sale support looks like before committing. **What problems is SuccessCOACHING solving and how is that benefiting you?** We used SuccessCOACHING's Level 1 and Level 2 courses to build a foundational skill set across our CSM team. The core problem we were trying to solve was getting our team aligned on CS fundamentals and best practices. The curriculum does address that need at a baseline level, and our team came away with a shared vocabulary and framework for customer success work. ### 11. Beware of annual payments!!! Non-responsive on refunds, support doesn't reply **Rating:** 0.5/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 04, 2025 **What do you like best about SuccessCOACHING?** They give a nice introduction into the profession and basic things that a professional needs. **What do you dislike about SuccessCOACHING?** 1. I was happy with the program, until I noticed that THEY KEPT WITHDRAWING MONEY even though I cancelled the program. First of all it's crazy that buying the course you don't actually buy the course, but rather the access to it, and you have to PAY EVERY YEAR if you want to keep access. And if you cancel the course, you need to CANCEL each course SEPARATELY, because they will keep withdrawing your money from your card. When I tried to reach out to support - they DIDN'T REPLY neither by email not in their chat, just bot kept popping up, no answers from real people for almost a month. Looks like they avoid the topic. Very POOR customer EXPERIENCE. 2. Some of the questions in the final test were ambiguous and not clear, some answers looked strange. **Recommendations to others considering SuccessCOACHING:** Please make sure you cancel every course you bought, otherwise they will just keep draining your card until you notice. **What problems is SuccessCOACHING solving and how is that benefiting you?** Program provides introduction to Customer Success profession and equips with basic knowledge needed in the role. **Official Response from Andrew Marks:** > I'm sorry you had this experience. Please reach out to support@successcoaching.co, and they will take care of your situation. ### 12. Absolutely Love This Software! SuccessCoaching L1 Certified **Rating:** 5.0/5.0 stars **Reviewed by:** Zlatko K. | Enterprise (> 1000 emp.) **Reviewed Date:** October 21, 2025 **What do you like best about SuccessCOACHING?** I appreciate that the course presents real-life scenarios that a CSM might encounter, which makes the material feel relevant and practical. I also found the milestone checkpoints helpful, as they allowed me to review and reinforce what I had just learned in previous lessons. The quizzes were especially useful in helping to solidify my understanding of the material. **What do you dislike about SuccessCOACHING?** At times, I found the courses to be repetitive and overly lengthy, which made it difficult for me to stay engaged. However, the content overall was quite practical and provided a solid foundation of essential skills that every great CSM should possess. **Recommendations to others considering SuccessCOACHING:** I highly recommend enrolling in and completing SuccessCoaching, regardless of where you are in your CSM journey. The material is both practical and effective, reinforcing the essential traits and skillsets that a CSM should possess. It’s valuable to gain an inside perspective on the objectives, resources, and training that CSMs will encounter at some point in their careers. I believe every CSM should take at least one course to further develop their abilities and strive to be the best CSM they can be. **What problems is SuccessCOACHING solving and how is that benefiting you?** It provides real-world definitions and examples that are highly relevant to the role of a Customer Success Manager. The guidance and instruction offered help equip you with the essential skills needed to become the best version of a CSM. **Official Response from Andrew Marks:** > Thank you for sharing such a thoughtful review. We’re thrilled to hear the real-life scenarios, checkpoints, and quizzes helped make the content feel practical and relevant to day-to-day CSM work. We also appreciate the callout on repetition and pacing. That repetition is actually very intentional. The goal isn’t just to introduce ideas once, but to help them really stick. These are skills CSMs need to rely on in real conversations, so seeing the same concepts show up in different scenarios helps turn them into habits, not just takeaways. It means a lot to hear that you’d recommend SuccessCOACHING no matter where someone is in their CSM journey and that the program helped reinforce the core skills every great CSM needs. Thanks again for taking the time to share your experience and for being part of the community. ### 13. Affordable and Value-Driven Learning for Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** Jordan G. **Reviewed Date:** October 21, 2025 **What do you like best about SuccessCOACHING?** I really appreciate the structured nature of the modules that SuccessCOACHING set up. The program’s structured modules break down the fundamentals of customer success into easy-to-digest segments that are targeted towards specific content. It provides not just videos and vocal recordings, but also worksheets and other materials to aid us in real-world practices. The inclusion of quiz questions, handouts, and charts as I worked through the modules was particularly beneficial. Additionally, the platform’s reasonable (discounted!) pricing for the level one modules at $49.50 offered incredible value, making it accessible without significant financial burden. This cost-effectiveness was a crucial factor that assisted my manager’s decision to utilize the platform. SuccessCOACHING has significantly helped me and my colleagues in learning the basic ideas and equipping us with the necessary tools and tricks to get moving and improve our understanding of customer success. **What do you dislike about SuccessCOACHING?** I found the pricing for progressing beyond the level one modules quite steep, which might make it difficult to continue advancing without significant financial commitment. **What problems is SuccessCOACHING solving and how is that benefiting you?** I use SuccessCOACHING to learn customer success basics, equipping my team with essential tools and techniques, enhancing our understanding and effectiveness in customer interactions. **Official Response from Andrew Marks:** > Thank you for such a thoughtful and detailed review. We’re really glad to hear that the structured modules, practical worksheets, and built-in quizzes helped make the fundamentals of customer success easier to understand and apply. It’s also great to hear that the Level 1 pricing made the program accessible and supported your team’s decision to get started. We appreciate the feedback on pricing as learners move beyond Level 1. The program is intentionally designed as a progression. Level 1 and Level 2 work together as part one and part two of the same learning journey, building from foundations into deeper, real-world applications. Taken together, they’re meant to deliver a complete and cohesive skill set rather than isolated courses. Most importantly, we’re glad SuccessCOACHING helped you and your team build confidence, shared understanding, and practical tools you can use in real customer interactions. Thanks again for taking the time to share your experience. ### 14. Very Great program to get a good foundation for Customer Success **Rating:** 4.5/5.0 stars **Reviewed by:** TR R. | Merchant Success Manager, Enterprise (> 1000 emp.) **Reviewed Date:** September 26, 2025 **What do you like best about SuccessCOACHING?** I really like how easy it is to get through the lessons. So many other courses can be cumbersome and clunky to use. SuccessCOACHING is super simple and straight forward. It also makes it easy to go back and review lessons if needed. I also like all the documentation they provide at the beginning of each section! **What do you dislike about SuccessCOACHING?** I wish there was a full course booklet or text book you could purchase to have this info. Sometimes having it all printed would be nice but I do not have a printer to print the course notes on my own. **Recommendations to others considering SuccessCOACHING:** Jump in with the level 1 first. It gives you a good feel for how it will be and for the price, its a no brainer. **What problems is SuccessCOACHING solving and how is that benefiting you?** They are solving the need to have a standardized training for success teams, just like project management has the PMP. These courses are a fantastic way to get some certifications to show you have the knowledge of being a CSM. **Official Response from Andrew Marks:** > Thanks so much for the thoughtful review. We’re glad to hear the platform feels simple and easy to navigate, and that being able to revisit lessons and use the supporting documentation has been helpful as you work through the material. We also appreciate the feedback about wanting a full printed booklet. That’s great input, and it’s helpful to understand how different learners prefer to consume and reference the content beyond the platform. It’s great advice to start with Level 1 to get a feel for the program. We also encourage learners to think of Level 1 and Level 2 as a single, connected learning journey. Level 1 lays the foundation, and Level 2 builds directly on it to round out the full customer success skill set. Thanks again for taking the time to share your experience and for recommending SuccessCOACHING. ### 15. Highly informative, engaging course **Rating:** 5.0/5.0 stars **Reviewed by:** Jade G. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 26, 2025 **What do you like best about SuccessCOACHING?** As a neurodivergent individual, I sometimes find it difficult to focus and digest information when reading and learning. However, this course was exceptionally clear, and I especially appreciated having a speaker instead of just reading text. That approach really brought the material to life for me. **What do you dislike about SuccessCOACHING?** I believe the exam could be made more challenging to ensure that everyone who becomes certified has truly absorbed the material. I spent a lot of time preparing, but I noticed that many of the questions were repeated in the exam almost word for word from the course content. Since the exam is open book, this might allow some people to achieve CCSM qualification before they are fully ready. **What problems is SuccessCOACHING solving and how is that benefiting you?** This course has given me a fresh perspective to bring back to my workplace regarding our approach to Customer Success. It provided a clear plan for putting what I learned into practice and highlighted areas where change is possible. **Official Response from Andrew Marks:** > Thank you for such a thoughtful and candid review. We’re really glad to hear that the delivery style and use of a speaker helped make the content clear, engaging, and easier to absorb. Creating an accessible learning experience is something we take seriously. We also appreciate the feedback on the exam. Based on input like this, our most recent release includes enhancements to the overall learning journey and certification exam to better assess understanding, application, and readiness; raising the bar while keeping the focus on practical, real-world skill development. It’s great to hear the program gave you a fresh perspective and a clear path for applying what you learned back at work. Thanks again for taking the time to share your experience and help us continue improving SuccessCOACHING. ### 16. Practical, actionable training that levels up both CSMs and leaders **Rating:** 5.0/5.0 stars **Reviewed by:** Liz R. | Team Lead, Customer Success, Mid-Market (51-1000 emp.) **Reviewed Date:** September 23, 2025 **What do you like best about SuccessCOACHING?** The content is practical and easy to put into action right away. I appreciate that the programs are structured but not overwhelming, with clear examples and templates I can use in real customer situations. I also like that there’s always another step forward—after CSM certification and Management Essentials, I’m now enrolled in the Value-Based Selling program to continue building my skills. **What do you dislike about SuccessCOACHING?** Honestly, there isn’t much to dislike. Some of the self-paced modules can feel a bit dense if you’re trying to rush through them, but if you take the time to apply what’s taught, it’s worth it. **Recommendations to others considering SuccessCOACHING:** If you’re in Customer Success, whether as an individual contributor or a leader, this training is a great investment. It builds both foundational and advanced skills, gives you tools you can use immediately, and helps teams align on a common approach. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING has given me and my team a consistent framework for Customer Success best practices. Completing all five levels of the Certified CSM program gave me tools I could apply immediately in my role, and having my entire team go through the same training means we’re speaking the same language and approaching challenges with a shared playbook. The Management Essentials program has also helped me grow as a leader and better support my team day to day. **Official Response from Andrew Marks:** > Thank you for such a thoughtful and well-rounded review. We’re really glad to hear that the content felt practical, easy to apply, and structured in a way that supports real customer situations without becoming overwhelming. It’s especially great to see how you’ve continued building on that foundation across certification, Management Essentials, and now Value-Based Selling. We also appreciate the perspective on pacing. The modules are designed to go deep enough to change how people think and act, and taking the time to apply the material tends to unlock the most value. So it’s great advice for others considering the program. It’s rewarding to hear that SuccessCOACHING has helped your team align around a shared framework and common language, both at the individual contributor and leadership levels. Thanks again for the trust and for sharing how the programs have supported your growth and your team’s success. ### 17. Review of the CSM Certification Course by Success Coaching **Rating:** 5.0/5.0 stars **Reviewed by:** Silvia R. | Mid-Market (51-1000 emp.) **Reviewed Date:** September 19, 2025 **What do you like best about SuccessCOACHING?** What I appreciate most about SuccessCOACHING is its ability to combine structure with flexibility in a way that truly supports professional growth. The content is not only well-organized and easy to follow, but it’s also deeply relevant to the real challenges Customer Success professionals face every day. **What do you dislike about SuccessCOACHING?** While my overall experience with SuccessCOACHING has been very positive, if I had to point out one area for improvement, it would be the level of personalization in the learning journey. The course is well-structured and comprehensive, but at times I felt that a bit more tailoring to different experience levels or industry contexts could make the content even more impactful. **Recommendations to others considering SuccessCOACHING:** If you're considering SuccessCOACHING, my recommendation is: go for it. Whether you're new to Customer Success or already experienced in the field, this program offers a structured and insightful way to deepen your expertise. It’s not just a training course—it’s a professional development experience that helps you think more strategically, act more confidently, and deliver more value to your customers and your organization. I suggest approaching the course with an open mind and a willingness to reflect on your current practices. The content is rich with frameworks, examples, and practical tools that can be immediately applied, but the real value comes from how you internalize and adapt those insights to your own context. Take advantage of the assessments—they’re a great way to reinforce learning and challenge yourself. And don’t underestimate the power of the certification badge: it’s a meaningful recognition of your commitment to excellence in Customer Success. **What problems is SuccessCOACHING solving and how is that benefiting you?** For me personally, the benefit has been twofold. First, it has helped me consolidate and expand my knowledge, giving me a clearer understanding of the Customer Success lifecycle, metrics, and methodologies. Second, it has encouraged me to reflect on my current approach and identify areas for improvement. The course provided new perspectives and actionable insights that I’ve already started applying in my day-to-day work. **Official Response from Andrew Marks:** > Thank you for such a thoughtful and well-articulated review. We’re really glad to hear that the balance of structure and flexibility resonated with you, and that the content felt relevant to the real, day-to-day challenges Customer Success professionals face. We also appreciate the feedback around personalization. In our latest release, we’ve made the learning journey much more flexible, allowing learners to pick and choose the elements that are most valuable to them — whether that’s challenges, case studies, or specific exercise paths. We’ve also introduced new exercise-based learning paths for CS Foundations and Value-Based Selling, built around HBR-inspired customer briefing memos, so learners can go deeper in ways that align with their experience level, role, or industry context. It’s great to hear the program helped you consolidate your knowledge, reflect on your current approach, and start applying new perspectives in your day-to-day work. Thanks again for the thoughtful recommendations and for being part of the SuccessCOACHING community. ### 18. Wonderful Organization of the information, great way to stay sharp **Rating:** 5.0/5.0 stars **Reviewed by:** Matt J. | Director of Financial Aid, Mid-Market (51-1000 emp.) **Reviewed Date:** September 18, 2025 **What do you like best about SuccessCOACHING?** The breakdown of the sections cam out to a good length. Not too long, but full of information you need, and organized in an efficient way. **What do you dislike about SuccessCOACHING?** Many of the modules were very boring and could have used more interactive segments. Even being able to see the face of the presenter would have been better than having to simply listen. Even taking notes wasn't enough to be stimulating. **Recommendations to others considering SuccessCOACHING:** Take your time as you go through the modules. Make a schedule and stick to it. Give yourself time to reflect on the principles, these modules aren't to be rushed. **What problems is SuccessCOACHING solving and how is that benefiting you?** Success Coaching is solving the problem of not being able to enter the job market, even with skills that would serve a SaaS or B2B company. They are helping beginners in CX or CS with resources and training needed to get a leg up for applications in the current market. **Official Response from Andrew Marks:** > Thank you for taking the time to share your experience. We’re glad to hear the modules felt well organized, appropriately sized, and easy to work through without feeling overwhelming. We also appreciate the honest feedback around engagement and interactivity. Based on input like this, our newest release introduces a much more flexible and interactive learning journey, with new learning tools that go beyond listening and note-taking. Learners can now engage through challenges, exercises, and case-based paths designed to actively apply concepts rather than passively consume them, making the experience more dynamic and hands-on. It’s great advice to encourage others to slow down and reflect as they move through the material, and we’re especially glad to hear the program helped provide a clearer path for those looking to break into Customer Success or CX roles. Thanks again for sharing your perspective and helping us continue to improve the experience. ### 19. Flexible Self-Paced Learning with Handy Downloadable Tools **Rating:** 5.0/5.0 stars **Reviewed by:** Steve R. | Small-Business (50 or fewer emp.) **Reviewed Date:** December 09, 2025 **What do you like best about SuccessCOACHING?** It's a self-paced program that allows me to focus on hours where I need more reinforcement. Additionally, I liked being able to download all the tools for future reference **What do you dislike about SuccessCOACHING?** Some of the concepts were redundant. I couldn't just skip over those concepts. Instead I had to just speed up the speed and wait for it to complete. **Recommendations to others considering SuccessCOACHING:** Lock yourself away, turn of your phone and your email, and sit back and listen. **What problems is SuccessCOACHING solving and how is that benefiting you?** I've been customer facing for 20+ years. I've developed many skills along the way, however, SuccessCoaching has helped me frame those skills to apply to my organization **Official Response from Andrew Marks:** > Thanks for the feedback, Steve. Glad the program has been helpful, even for someone with your experience. BTW, the redundancy is a feature, not a bug! ### 20. Excellent Videos, Guides, and Learning Paths for Building Knowledge **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Non-Profit Organization Management | Mid-Market (51-1000 emp.) **Reviewed Date:** March 03, 2026 **What do you like best about SuccessCOACHING?** I like the videos, guides, learning paths, and quizzes for testing my knowledge. **What do you dislike about SuccessCOACHING?** The classes were very long, and each module had a lot of information packed into it. **Recommendations to others considering SuccessCOACHING:** Make sure you have the capacity to work through it because it can be time consuming but it provides reaally great information I brought back to my CSM team. **What problems is SuccessCOACHING solving and how is that benefiting you?** It provided a clear, basic outline of CSM work and practical, actionable steps to improve in Customer Success. The exams and videos also made the content easy to digest and follow. ### 21. Fantastic, Actionable Training **Rating:** 5.0/5.0 stars **Reviewed by:** Kylee S. | Small-Business (50 or fewer emp.) **Reviewed Date:** August 14, 2025 **What do you like best about SuccessCOACHING?** I like that it is self-paced and comes with a bunch of downloadable content for me to reference in the future. I have already implemented some of the tools and best practices outlined. **What do you dislike about SuccessCOACHING?** It is apparent that the videos were prior live webinars, which feels a little like a cash grab - instead of recording a clean version for the program, they just repurposed recording. **Recommendations to others considering SuccessCOACHING:** They are very SaaS-oriented. While my company has a SaaS component, we are not a SaaS company. If you are not a SaaS company, you will still find some value in the information and tools, but it is important to highlight that for individuals working in client success outside of technology. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING has been a wonderful way for me to elevate my client success skill set. While I have always had elements of client success as my responsibility, my best practices have come through hard-earned wisdom more than actual training. SuccessCOACHING has helped me to validate the things I am doing that align with best practice, while also elevating my ability to serve and supprt my clients. **Official Response from Andrew Marks:** > Thanks for taking the time to share. We’re glad to hear the self-paced format and downloadable resources have been useful and that you’ve already started applying the tools and best practices in your day-to-day work. We also appreciate the candid feedback on the video format. Based on input like this, our newest releases include updated content and a redesigned learning path that goes well beyond video alone. The new versions emphasize a more intentional learning journey with interactive exercises, challenges, and application-focused paths designed to deepen learning and make the experience feel more engaging and purposeful. It’s great to hear the program helped validate what you were already doing well while also strengthening how you support your clients, even outside a purely SaaS environment. Thanks again for sharing your experience and for helping us continue to evolve the program. ### 22. What we needed to get the team unified on around client success! **Rating:** 5.0/5.0 stars **Reviewed by:** Janelle M. | General Manager, Small-Business (50 or fewer emp.) **Reviewed Date:** July 11, 2025 **What do you like best about SuccessCOACHING?** Its unified the team toward a common goal of client success and given us the tools to provide it. We did the course 1 session per week with discussion so it did take some time but looking back I think that was really valuable in that consistent discussion over time reinforcing the habit of viewing all things through the client lens and then our own. **What do you dislike about SuccessCOACHING?** The videos are for sure dry and cheesy but if you can get to the meat of the content and set the expectation that each participant needs to share a nugget they gleaned, it does lead to good discussion. **Recommendations to others considering SuccessCOACHING:** Do it in groups so that the discussion around how the material applied to a specific client that week can reinforce the ideas. For sure go through it again later. Our CEO had done it several times and mentioned it was a different growth mindset each time. **What problems is SuccessCOACHING solving and how is that benefiting you?** As a virtual team it can be hard to align focus and goals. This training shifted mindset to client success to the forefront. Now the goal it to see how each email, phone call, service, etc. impacts through the clients eyes first. Its also increased our focus on the importance of onboarding. Overall the benefit is happier clients! ### 23. Superb learning journey **Rating:** 5.0/5.0 stars **Reviewed by:** Pranav S. | Associate VP, Information Technology and Services, Enterprise (> 1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about SuccessCOACHING?** Delivery mode, organised learning, Training Videos and very easy way for making understand the concept **What do you dislike about SuccessCOACHING?** nothing...in fact i am planning to go for more level of courses from SuccessCOACHING. **Recommendations to others considering SuccessCOACHING:** If you're serious about advancing your customer success career or making a real impact in your client-facing role, SuccessCOACHING is definitely worth the investment. It offers practical frameworks, real-world examples, and tools you can use right away. Whether you're a CSM, team lead, or aiming for an executive-level account management position, the program provides structure, clarity, and the mindset shift needed to lead with value. The coaching also boosts confidence, enhances strategic thinking, and helps you focus your work on meaningful outcomes for both your customers and your business. I highly recommend it to anyone who wants to transition from being a task executor to a trusted advisor and growth enabler. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING is helping me tackle several important professional development challenges: Structured Skill Growth. It offers a clear, actionable plan for improving my essential skills in customer success. This is often missing in on-the-job training. Strategic Thinking. The coaching allows me to move from reacting to issues to providing proactive value. This shift is vital for ensuring long-term customer loyalty and increasing revenue. Leadership Readiness. By concentrating on real-world situations, managing stakeholders, and taking ownership, it prepares me for higher leadership positions in client account management. Confidence and Clarity. SuccessCOACHING’s lessons and tools help me understand my role better. They also give me the confidence to lead discussions with clients, executives, and other teams more effectively. Overall, it connects my experience to strategic success. This has a direct, positive effect on my performance and the results I deliver. ### 24. A great resource for those new to customer success **Rating:** 4.5/5.0 stars **Reviewed by:** Ashling M. | Senior Onboarding Specialist , Mid-Market (51-1000 emp.) **Reviewed Date:** July 09, 2025 **What do you like best about SuccessCOACHING?** Easy to access, on-demand training. Covers a wide variety of topics that are helpful to customer success professionals. Variety of levels so there is something for everyone. **What do you dislike about SuccessCOACHING?** All video based courses. Nice but may not suit all learning styles. **Recommendations to others considering SuccessCOACHING:** I would look at the curriculum for each course to ensure you are picking the right level. **What problems is SuccessCOACHING solving and how is that benefiting you?** As a brand new Customer Success Manager, I had accounts to manage and a steep learning curve to meet. My company did a great job at providing on the job training and advice on the practicalities of the day to day. However, I wanted to grow in my career and understood that there was a lot that I didn't know. The Level I training for customer success was a great place to start. Self paced, on-demand training with thoughtful exercises to help me put what I learned into practice. As I grew book recommendations and webinars meant that I was continuously growing, even after completing the training. In fact, this year I completed Level II. Even if some of the information is familiar, there are helpful reflections that cause me to pause an re-evaluate my approach. ### 25. SuccessCoaching: A Practical Path to Customer Success Mastery **Rating:** 5.0/5.0 stars **Reviewed by:** Vesta L. | Customer Success / Project Manager, Internet, Small-Business (50 or fewer emp.) **Reviewed Date:** July 08, 2025 **What do you like best about SuccessCOACHING?** I like that theory is paired with real-world fundamentals. The program includes plenty of templates, practice points, and clear examples I can apply right away. **What do you dislike about SuccessCOACHING?** There’s not much to dislike. One challenge is that many of the practice exercises assume you’re currently working in a CS role. I’m between roles right now and using the program to upskill, so it would be helpful to have a few alternate exercises for those not currently in a live customer environment. **Recommendations to others considering SuccessCOACHING:** If you’re in Customer Success and want to strengthen your foundation or fill in gaps you picked up learning on the job, SuccessCOACHING is worth it. The structure is clear, the content is practical, and you’ll walk away with tools you can actually use. Whether you're new to CS or leveling up between roles, it gives you a solid framework to build on. **What problems is SuccessCOACHING solving and how is that benefiting you?** I started in Customer Success at the beginning, when the role was still being defined. Like many others, I learned as I went. But that also meant I skipped over some of the fundamentals. SuccessCOACHING is helping fill those gaps. It starts with the basics and builds from there, giving me a stronger framework to approach everything from onboarding to renewals. I’m gaining not just new skills, but clarity and structure I can apply right away. ### 26. CCSM Level 1 Curriculum **Rating:** 4.5/5.0 stars **Reviewed by:** Roja D. | Enterprise (> 1000 emp.) **Reviewed Date:** September 25, 2025 **What do you like best about SuccessCOACHING?** What I like best about SuccessCOACHING is the practical, real world approach it takes to customer success. The content is clear, actionable, and tailored for professionals at every level from beginners to seasoned CSMs. **What do you dislike about SuccessCOACHING?** The cost , that would be nice if we have accsess to more courses with $100 than juts one course of CCSM Level 1 **Recommendations to others considering SuccessCOACHING:** More affordable cost. or have accsess to more Level . **What problems is SuccessCOACHING solving and how is that benefiting you?** For me personally, it’s helped build confidence in my ability to handle difficult customer conversations, drive adoption, and proactively manage accounts. The guidance on success planning, and renewal strategy has directly improved how I support my customers and demonstrate value. **Official Response from Andrew Marks:** > Thank you for sharing your experience with the CCSM Level 1 curriculum. We’re glad to hear the practical, real-world approach helped build confidence across areas like customer conversations, adoption, success planning, and renewals — those are core skills we want learners applying immediately. We appreciate the feedback on pricing and access. Level 1 is intentionally designed as the first half of a larger learning journey, laying the foundation that Level 2 builds on. On its own, Level 1 delivers roughly 18 hours of structured instruction, practice, and reinforcement, which many learners find delivers strong value even before moving on to the second half of the program. Thanks again for taking the time to leave a review and for sharing how the program has improved the way you support and deliver value to your customers. ### 27. Self-Paced and Easy to Keep Up With **Rating:** 4.5/5.0 stars **Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.) **Reviewed Date:** March 10, 2026 **What do you like best about SuccessCOACHING?** I loved that it was self-paced and easy to keep up with. **What do you dislike about SuccessCOACHING?** I prefer paying per course rather than using subscription-style pricing. **Recommendations to others considering SuccessCOACHING:** I recommend setting aside time each week to work on it; otherwise, it can easily get away from you. **What problems is SuccessCOACHING solving and how is that benefiting you?** Some of the terms and procedures were already familiar to me, but I needed a more in-depth understanding of them. ### 28. Relevant content, well explained, more exercises with corrections needed **Rating:** 4.0/5.0 stars **Reviewed by:** Manuela L. | Enterprise (> 1000 emp.) **Reviewed Date:** June 25, 2025 **What do you like best about SuccessCOACHING?** Self-paced training. It helps pull together best practices and gives structure to a relatively new role/methodology. Good responsive customer service. **What do you dislike about SuccessCOACHING?** The availability of local languages other than English would be appreciated above of in regard to exercises and exams. As for the exams, I did not love the fact that corrections of the failed questions are not provided; the questions with several correct responsive require high-level interpretation of the modules content which is tricky and particularly challenging for non native-speakers. The experience with CCSM Lev1 was flawless, the one with CCSM Lev2 was much more time consuming due to the above and to inconsistencies particularly in the exercises with corrections and in the exam experience (I provided Success Coaching Customer Service with much feedback). **Recommendations to others considering SuccessCOACHING:** Take the appropriate amount of time to absorb all the content. **What problems is SuccessCOACHING solving and how is that benefiting you?** It provides methodology and good food for thought to support customers to achieve their success. ### 29. Flexible, Practical, and Easy to Apply **Rating:** 5.0/5.0 stars **Reviewed by:** Yana K. | Mid-Market (51-1000 emp.) **Reviewed Date:** August 18, 2025 **What do you like best about SuccessCOACHING?** What I like best about SuccessCOACHING is the flexibility and practicality of the training. The self-paced format makes it easy to fit into a busy schedule, and the content is clear, actionable, and directly tied to real-world customer success challenges. I especially appreciate how each module provides frameworks and examples I can immediately apply in my role. **What do you dislike about SuccessCOACHING?** I’d love to see more opportunities for live interaction or community engagement alongside the self-paced modules, but the flexibility of the format is still a huge advantage. **What problems is SuccessCOACHING solving and how is that benefiting you?** Lack of structured onboarding and enablement resources for customer success professionals Difficulty finding practical, real-world training that goes beyond theory The challenge of fitting professional development into a busy schedule Inconsistent best practices across teams and roles **Official Response from Andrew Marks:** > Thanks for the feedback, Yana. We do offer a variety of instructor-led training options, and also host a webinar series open to the community which can be found under the Resources pull-down on our main page. ### 30. My Success Review **Rating:** 5.0/5.0 stars **Reviewed by:** Paula G. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 14, 2025 **What do you like best about SuccessCOACHING?** What I find most helpful are the role plays and how interactive the courses are. I find the courses are very detailed and full of information that is very beneficial. **What do you dislike about SuccessCOACHING?** I haven't found anything that I dislike about the courses. **Recommendations to others considering SuccessCOACHING:** I would highly recommend success coaching to others and to make it a habit of incorporating these courses, We all have different ways of working and hearing different approaches is so helpful! **What problems is SuccessCOACHING solving and how is that benefiting you?** I recently started taking the Success Coaching sessions for my role. Each course I have taken has been very well outlined, very interactive and outlines identifying the problem, identifying the causes and preparing a solution for my customers. This will help me to help my customers to become successful. I look forward to taking more courses to further my knowledge and be a better CSM! ### 31. Great Software to Prepare for Customer Success Manager **Rating:** 4.5/5.0 stars **Reviewed by:** Angelica C. | Small-Business (50 or fewer emp.) **Reviewed Date:** September 05, 2025 **What do you like best about SuccessCOACHING?** It was easy to follow and I could easily go back and review an area of needed. I also liked the additional downloads. **What do you dislike about SuccessCOACHING?** I wish there was a live interactive portion of the course. **Recommendations to others considering SuccessCOACHING:** Take notes, download all the learning aids provided and listen and participate in that activities. **What problems is SuccessCOACHING solving and how is that benefiting you?** This program offered the newest and most relevant information to be a successful Customer Success Manager. I learned new terms and plans to use **Official Response from Andrew Marks:** > Angelica, thank you for the review. We do offer live classes, both as an intensive bootcamp as well as a 12-week coaching program offered in conjunction with the University of San Francisco. You can find more information about those options under the Training tab. ### 32. Excellent foundation for any Customer Success Professional! **Rating:** 5.0/5.0 stars **Reviewed by:** Marcelo H. | Customer Success Manager, Computer Software, Small-Business (50 or fewer emp.) **Reviewed Date:** August 15, 2025 **What do you like best about SuccessCOACHING?** Clear explanations, actionable takeaways, practical frameworks. **What do you dislike about SuccessCOACHING?** Honestly, the information is there but might be better presented or in a more appealing way. Other than that, the courses are very well built and structured. **Recommendations to others considering SuccessCOACHING:** Go for it! Whether you’re just starting in Customer Success or want to sharpen your skills, these courses give you practical tools you can use right away. **What problems is SuccessCOACHING solving and how is that benefiting you?** Just wrapped up my CCSM Level 1 certification with SuccessCOACHING, and honestly, it’s been a huge boost for my Customer Success career. The course was clear, practical, and full of tips I could put into action right away. What I loved most? It wasn’t just theory, it gave me real frameworks, examples, and tools I can actually use day-to-day. **Official Response from Andrew Marks:** > Thank you for the great review — we’re really glad to hear the explanations, frameworks, and takeaways felt clear, practical, and easy to put into action. Creating content that goes beyond theory and supports real, day-to-day CSM work is exactly what we aim for. We also appreciate the feedback on presentation. That input helped shape our most recent updates, where we refreshed the content and introduced a more flexible, interactive learning experience with new learning paths and exercises. Completing CCSM Level 1 is a strong foundation, and we encourage learners to continue the journey through our CS Foundations learning path, which builds directly on those fundamentals and helps round out the full Customer Success story through deeper application and real-world scenarios. Thanks again for taking the time to share your experience and for recommending SuccessCOACHING to others. ### 33. Exceptional Training That Truly Prepares You for a Customer Success Career **Rating:** 5.0/5.0 stars **Reviewed by:** Gary V. | Business Owner/Operator, Small-Business (50 or fewer emp.) **Reviewed Date:** June 24, 2025 **What do you like best about SuccessCOACHING?** Their thorough and comprehensive education material, including videos, Workbooks, Quizzes, and Slide printouts. **What do you dislike about SuccessCOACHING?** I’d like to see more case studies for more thorough educational opportunities. **Recommendations to others considering SuccessCOACHING:** Sign up for the 12 month plan. Completing their entire program will help prepare you for a better role in Customer Success. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING exceeded my expectations. As someone transitioning into Customer Success, I found their Level 1 course to be comprehensive, engaging, and incredibly relevant to real-world SaaS environments. The program is thoughtfully structured, with clear frameworks and practical tools that build confidence from day one. The instructors are industry veterans who explain concepts in a way that’s easy to understand, even for those new to the field. After completing the course, I feel well-prepared to step into a CSM role and add immediate value. I highly recommend SuccessCOACHING to anyone serious about a career in Customer Success. ### 34. Clear, Practical, and Confidence-Building Training **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** August 15, 2025 **What do you like best about SuccessCOACHING?** I really like the SuccessPlan Canvas. It’s a simple yet powerful tool. Having a visual, easy-to-follow plan makes it much easier to track progress and ensure we’re delivering real value. **What do you dislike about SuccessCOACHING?** The course is highly valuable, but I wish there were more interactive elements. **Recommendations to others considering SuccessCOACHING:** If you’re looking to build a strong foundation in customer success, SuccessCOACHING is an excellent choice. The Level 1 course is clear, practical, and packed with actionable insights you can use right away. Be prepared to take notes and apply the frameworks as you go. Doing so will help you get the most out of the course. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING’s CSM Level 1 course gave me a structured, practical framework for customer success that I could immediately apply in my role. It broke down complex concepts into manageable steps, helped me understand best practices, and provided real-world examples that made the learning relevant. The course has improved my confidence in engaging with customers, measuring success, and driving adoption, which ultimately benefits both my clients and my company. **Official Response from Andrew Marks:** > Thanks for the feedback. In our new second edition content, which we'll be rolling out here publicly shortly, we've added a lot more interactive elements, including more exercises, case studies, and personal challenges. ### 35. I found the course and material very clear and useful **Rating:** 5.0/5.0 stars **Reviewed by:** Hector L. | Small-Business (50 or fewer emp.) **Reviewed Date:** July 09, 2025 **What do you like best about SuccessCOACHING?** I think the sessions are very straightforward and enjoyable. Having downloadable resources makes it easier to remember and work through the concepts **What do you dislike about SuccessCOACHING?** having to pay to renew the certification. **Recommendations to others considering SuccessCOACHING:** I'd recommend it for anyone looking to get into CS or anyone who wants a structured walkthrough of what it means to be in CS. I know sometimes we pick up bad habits as time goes on but this is a great way to level set and get a refresher of the foundational concepts. **What problems is SuccessCOACHING solving and how is that benefiting you?** I want to transition into a customer success role from an account executive role and SuccessCoaching has allowed me to familiarize myself with the concepts and information necessary for me to speak to the role and better relate my existing experience to a CS role. ### 36. No Response/No Certificate **Rating:** 0.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Small-Business (50 or fewer emp.) **Reviewed Date:** December 13, 2025 **What do you like best about SuccessCOACHING?** Unfortunately, the dislikes have overshadowed the likes of the program. **What do you dislike about SuccessCOACHING?** I paid for CCSM Level 1, finished the course, and successfully passed the exam, but I still have not received my certificate. I am unsure what the problem is, as my attempts to contact them have gone unanswered. **Recommendations to others considering SuccessCOACHING:** Based on my experience, I would not recommend the program because as of today I have not had a response addressing the issue nor the certificate. **What problems is SuccessCOACHING solving and how is that benefiting you?** To educate me on the more advanced skill sets necessary for the position ### 37. Success Coaching Level 1 **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Media Production | Enterprise (> 1000 emp.) **Reviewed Date:** July 21, 2025 **What do you like best about SuccessCOACHING?** What I like most is how clear and practical the content is. It doesn’t just give theory—it breaks things down in a way that’s easy to understand and apply right away. I also really appreciate the structure. Each module builds on the last, so it feels like you’re actually progressing and not just watching random videos. It’s super relevant to real situations I deal with every day. **What do you dislike about SuccessCOACHING?** Honestly, there isn’t much to dislike, but if I had to pick something, I’d say some of the content felt a bit repetitive at times. A few modules could be a little more engaging or interactive to help break up the video and reading format. Still, the overall value of the material made it worth sticking with. **Recommendations to others considering SuccessCOACHING:** If you're in customer success and want to build a strong foundation, this course is a great place to start. It’s practical, easy to follow, and gives you tools you can use right away. Definitely worth it if you want to grow in your role. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING helped me make sense of what customer success really means and how to do it well. Before starting the Level One course, I felt like I was figuring things out on my own without a clear path. This program gave me a solid foundation and practical tools I can actually use in my day-to-day work. It’s helped me be more confident, more proactive with customers, and better at thinking strategically instead of just reacting to problems. It also gave me a shared language I can use with my team, which makes collaboration easier. ### 38. Education and Learning in a digestible and managable way to solidify Customer Success Strategies **Rating:** 4.0/5.0 stars **Reviewed by:** Katlyn E. | Mid-Market (51-1000 emp.) **Reviewed Date:** May 01, 2025 **What do you like best about SuccessCOACHING?** I enjoyed being able to take the modules at my own pace as well as adjust the speed of the presentations to keep me engaged with the course. I felt that the knowledge check questions prepared me well for the final test. The resources were apprecitated to have available for during the modules as well for review later and studying. **What do you dislike about SuccessCOACHING?** I felt that the least helpful portion was the "select all that apply" questions during knowledge checks and final tests. Despite it being geared toward a generic Customer Success Manager, it was hard for some of the exercises to relate to my current role as we are in the process of reorganizing. **Recommendations to others considering SuccessCOACHING:** I recommend ensuring that the learning/teaching process fits how you learn. **What problems is SuccessCOACHING solving and how is that benefiting you?** Our success team has evolved many times over the past few years without rooting in the building blocks of proven customer success structure. We previoiusly had attempted implementing elements but without our team having a common language and process of what customer success is and how we prove value to our customers we continued to hit road blocks and lacked efficiency. We now are able to advocate for process change and have the certification and education to elevate the level of service we can provide to our customers and our internal teams. ### 39. Educational **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** July 15, 2025 **What do you like best about SuccessCOACHING?** Thus far, I loved the self pacing and the abundance of resources to dive into. The course provided the basics that are required to pass, but they also provide additional resources that may help bridge the knowledge gap for specific topics and scenarios. **What do you dislike about SuccessCOACHING?** I would have liked a opportunity for a community forum. Providing a way to also network with others who are learning in the space. **Recommendations to others considering SuccessCOACHING:** This is a great program to get the foundational knowledge for entering customer success. We can never get complacent in this industry, as we are always working with people and need to have the skills to communicate effectively. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING is helping me gain the necessary skills to continue to advance my career in Customer Success. I have set lofty goals to elevate to Head of Customer success. Obtaining knowledge on current industry best practices and resources to evolve with the SaaS industry is pivotal to my success. ### 40. Engaging Content Variety, Though Some Redundant Videos **Rating:** 4.5/5.0 stars **Reviewed by:** Paul H. | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about SuccessCOACHING?** It is very approachable, with a lot of variation between videos, quizzes and handouts. **What do you dislike about SuccessCOACHING?** There are some extra videos that overview the intro and seem a bit redundant **What problems is SuccessCOACHING solving and how is that benefiting you?** Helping to learn all topics of a Customer Success Managers role, and being able to meet with my team to discuss insights and our own best practices. **Official Response from Andrew Marks:** > Thanks for sharing your experience. We’re glad to hear you found the program approachable and appreciated the mix of videos, quizzes, and handouts. That variety is very intentional, since people learn best when they can engage with the material in different ways. We also appreciate the feedback on some of the introductory videos, which feel redundant. Those moments are designed to reinforce key ideas and align everyone, especially when teams are learning together. It’s great to hear that the content supported team discussions and helped you build a stronger, shared understanding of the CSM role. Thanks again for taking the time to leave a review and for being part of SuccessCOACHING. ### 41. A good way to build your Customer Success knowledge **Rating:** 3.5/5.0 stars **Reviewed by:** Alberto S. | Enterprise (> 1000 emp.) **Reviewed Date:** April 29, 2025 **What do you like best about SuccessCOACHING?** Most helpful have to be the content and templates which are provided as part of the courses, they give you a clear format that you can follow to implement the different methods of working which are shared. **What do you dislike about SuccessCOACHING?** The ways of learning can be a bit limited, the courses mostly revolve around videos which vary in terms of how engaging they are. I think an update on the videos would only help learners. **Recommendations to others considering SuccessCOACHING:** If you are looking for a way to build your customer success knowledge while also having official certification to demonstrate your learnings, it's definitely worth considering. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCoaching offers a great way to have official certification which help demonstrate your customer success knowledge. Its also a great way to build your knowledge of customer success processes with clear examples which you can follow and put into place. ### 42. Gamechanger for growing your customer success skills! **Rating:** 4.5/5.0 stars **Reviewed by:** Greg W. | Manager, Digital Customer Success (Acquired by CoStar!) , Mid-Market (51-1000 emp.) **Reviewed Date:** March 18, 2025 **What do you like best about SuccessCOACHING?** Great resources available, and good content that is available to download offline and review. It makes it easy to stay on top of all of content that is provided. Overall the content has been solid and extremely relevant for my role. I really enjoy the gamification approach and badge system that can you get excited and share your progress with other users. **What do you dislike about SuccessCOACHING?** I wish there was more types of training that was included. Overall the training was good, but I wish there a bigger variety of the types of methods hat were included. But the knowledge I have gained has been valuable. **Recommendations to others considering SuccessCOACHING:** Consider this course because it provides your team with all of the resources to become successful in their role. It allows for self service of growth for your team. **What problems is SuccessCOACHING solving and how is that benefiting you?** As an senior individual contributor, it allows me to grow my existing skill set and continue to advance in my field. Im able to take the time to learn at own pace while completing modules during my free time. The biggest challenge with training/ coaching is finding the time and useful content to help support growth, and especially in customer success there is not a ton of resources out there to grow professionally. **Official Response from Andrew Marks:** > Hi Greg. Could you provide some more clarity on your comment: "I wish there was more types of training that was included?" Are you talking about more learning tools, or different learning methods? ### 43. Great experience! **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Hospital & Health Care | Mid-Market (51-1000 emp.) **Reviewed Date:** October 22, 2025 **What do you like best about SuccessCOACHING?** Ease of use. Robust & expansive course content. **What do you dislike about SuccessCOACHING?** They do a great job overall. I have not encountered any issues so far. I believe a mobile app would be a great addition. **Recommendations to others considering SuccessCOACHING:** Great platform. I would 100% recommend. **What problems is SuccessCOACHING solving and how is that benefiting you?** Providing customer success training. **Official Response from Andrew Marks:** > Thanks for the great feedback! We’re glad you’re finding the platform easy to use and the content both robust and valuable. We also appreciate the suggestion around a mobile app that’s helpful input as we continue thinking about how people want to access and engage with the material. The website itself is mobile-friendly, BTW. Thanks for the recommendation and for taking the time to share your experience with SuccessCOACHING. ### 44. Insightful, Easy to understand, Great Pacing **Rating:** 5.0/5.0 stars **Reviewed by:** Bryan M. | Mid-Market (51-1000 emp.) **Reviewed Date:** June 24, 2025 **What do you like best about SuccessCOACHING?** The ease of use and the ability to learn at my own pace. Descriptions and explanations were fantastic for subjects I was unfamiliar with. **What do you dislike about SuccessCOACHING?** I have not run into anything I've disliked about SuccessCOACHING at this point. I have completed through CCSM-2 over the span of 3 months. **Recommendations to others considering SuccessCOACHING:** Fantastic resource for learning Customer Success from the ground up, or even refresh your knowledge of the Customer Success World. **What problems is SuccessCOACHING solving and how is that benefiting you?** I was trying to understand the fundamental framework for the Customer Success Role. SuccessCOACHING helped identify the basics, explain the workflows, and expanded my thought process around setting Success Goals. ### 45. A solid foundation for growing as a CSM **Rating:** 4.5/5.0 stars **Reviewed by:** Widmarc D. | Director of Client Success, Small-Business (50 or fewer emp.) **Reviewed Date:** May 06, 2025 **What do you like best about SuccessCOACHING?** It’s straight to the point. The modules are clear, and the tools are things I actually use at work. I didn’t feel overwhelmed or lost. **What do you dislike about SuccessCOACHING?** Some of the content could go deeper, especially on tricky situations like handling renewals or pushback. But it’s a level one course, so that makes sense. **Recommendations to others considering SuccessCOACHING:** If you’re stepping into Customer Success or want to sharpen the basics, this is a strong place to start. It gives you a solid foundation without overcomplicating things. **What problems is SuccessCOACHING solving and how is that benefiting you?** I had been doing bits and pieces of Customer Success without a full picture. This course helped me understand how everything fits together. Now I can explain my approach, build stronger relationships, and show value more clearly. ### 46. Good Success Coahing **Rating:** 5.0/5.0 stars **Reviewed by:** Verified User in Education Management | Small-Business (50 or fewer emp.) **Reviewed Date:** May 08, 2025 **What do you like best about SuccessCOACHING?** What I like best about SuccessCOACHING is the highly personalized approach combined with an unwavering focus on accountability. The coaches don't just offer generic advice; they truly delve into your specific needs, challenges, and aspirations, tailoring their strategies to fit your unique situation. This bespoke guidance has been incredibly effective. Additionally, the consistent accountability and gentle nudges have been crucial in keeping me on track and motivated, pushing me to achieve goals I might have otherwise procrastinated on. The supportive yet challenging environment they foster is truly excellent. **What do you dislike about SuccessCOACHING?** Honestly, there isn't much I genuinely dislike about SuccessCOACHING. If I had to point to something that could be perceived as a 'downside' for some, it would be the initial commitment required to fully immerse yourself in the process and implement the strategies. It's not a passive solution; it demands active participation and dedication. However, this is precisely why it's so effective, so I wouldn't consider it a flaw of the program itself, but rather a necessary requirement for the profound results it delivers. **Recommendations to others considering SuccessCOACHING:** My advice to anyone considering SuccessCOACHING is to come in with an open mind, a willingness to learn, and a strong commitment to putting in the work. This program is an invaluable investment in your personal and professional growth, but it requires your active engagement. Be transparent with your coaches about your challenges and goals, embrace the strategies they provide, and trust the process. If you're serious about scaling your business, improving your leadership skills, or achieving a clearer vision for your future, SuccessCOACHING is an excellent choice that delivers tangible, lasting results **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING has been instrumental in addressing several critical business challenges for me. Initially, I struggled with a lack of strategic clarity and setting actionable, measurable goals for growth. Their program helped me define a clear vision, identify key performance indicators, and establish a robust roadmap for my business. Furthermore, I was facing challenges with time management and delegation, which led to feeling overwhelmed. Through their guidance, I've learned to optimize my workflows, delegate more effectively, and maintain a healthier work-life balance. The direct benefits include a significant increase in productivity, reduced stress levels, and a clearer, more confident approach to achieving my business objectives ### 47. SuccessCOACHING is a decent foundation for Customer Success professionals **Rating:** 3.5/5.0 stars **Reviewed by:** Nicholas B. | Enterprise (> 1000 emp.) **Reviewed Date:** February 20, 2025 **What do you like best about SuccessCOACHING?** I liked that the overall course was spread into hour-long lessons. I liked that each lesson had an agenda, and that each lesson had workbooks and overviews that we could download and takeaway. **What do you dislike about SuccessCOACHING?** SuccessCOACHING's modules are not very exciting. Some of the lessons are a little outdated, and better suited for an in-person office environment which isn't as typical now in a post-COVID world. Similarly, the content itself is basically a narrated slide deck, which is not the most engaging. **Recommendations to others considering SuccessCOACHING:** I'd recommend supplementing the SuccessCOACHING lessons with team discussions. Sometimes I got more value from the conversations after the lesson, because the lesson was a good conversation-starter to something more relevant and timely to my business specifically. **What problems is SuccessCOACHING solving and how is that benefiting you?** We used SuccessCOACHING's online trainings to upskill our younger customer success team. My team, me included, have served our clients for years but without any formal model to operate under. The modules from SuccessCOACHING helped us reinforce or formalize certains things we were already doing, while also introducing new concepts that help us have better discipline as a business. We're hoping that this added discipline leads to more renewals and higher customer satisfaction. ### 48. The information provided in the CCSM coursework is fantastic, but the presentation isn't great. **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Information Technology and Services | Enterprise (> 1000 emp.) **Reviewed Date:** May 07, 2025 **What do you like best about SuccessCOACHING?** I really did like the material we covered. The coaching did provide me with tools and approaches to take within my own CSM organization. That said, there are some sections which don't apply as much to my company's brand of CSM because we are limited in our customer count per CSM. **What do you dislike about SuccessCOACHING?** There is just no way for me to sugar-coat it...the non-British trainer is one of the very worst speakers I have ever listened to. He talks way to fast, sounds like he's on the verge of choking on his own tongue half of the time, and doesn't understand how to take a conversational approach to teaching. He simply is not a good presenter. **Recommendations to others considering SuccessCOACHING:** N/A **What problems is SuccessCOACHING solving and how is that benefiting you?** The information we learn across the CCSM coaching training is great, but the delivery is not stellar overall. One of the trainers is far better than the other, but both need a bit of work. The British trainer is far superior to the other fellow, but his sessions are often 2-5 mins longer than they need to be because he sometimes rambles. The other guy is simply not a good speaker nor should he be training anyone. The material is good, but when it comes across as series of lists after lists it steals from the impact each list can have. In other words, if you give a bunch of lists of steps and ideas its hard to decipher which are most important. This leads to a bit of fatigue for the student. ### 49. Flexible and Useful Training for Customer Success Managers **Rating:** 4.0/5.0 stars **Reviewed by:** Verified User in Computer Software | Mid-Market (51-1000 emp.) **Reviewed Date:** May 05, 2025 **What do you like best about SuccessCOACHING?** I really liked that the program is self-paced, so I could study whenever it fit my schedule. The materials are easy to download and use, and the lessons are well-organized. The program gives practical tips and templates that I could use right away. The badges and small tests also made learning more fun and motivating. **What do you dislike about SuccessCOACHING?** Some parts of the training felt a bit basic or repetitive, especially for people who already have experience. The lessons are mostly slides with voice-over, which can get boring after a while. I also missed more interactive activities or real-life examples. I think the program should add a module about using AI in customer success, as this is becoming very important. **Recommendations to others considering SuccessCOACHING:** I would recommend SuccessCOACHING to anyone who wants to get better at customer success, whether you are new to the work or experienced professional. It is flexible, practical, and easy to follow. To get the most from it, try to use the tips in your daily work and talk about what you learn with your team. I also hope the program will add more about AI and new tools in the future. **What problems is SuccessCOACHING solving and how is that benefiting you?** SuccessCOACHING addresses the challenge of building a strong foundation in customer success management, especially for professionals who may not have had formal training in this area. The program gives clear steps and tools to handle clients better and solve common challenges in customer success. For someone with years of experience, I still found it beneficial in reinforcing and formalizing the strategies I was already using, while also introducing new concepts that improved my effectiveness as a Customer Success Manager. By offering actionable insights, downloadable templates, the program empowers CSMs to deliver better outcomes for their clients and organizations. ### 50. Life changing **Rating:** 5.0/5.0 stars **Reviewed by:** Pule N. | DEBT COLLECTOR (SUPERVISOR), Enterprise (> 1000 emp.) **Reviewed Date:** May 06, 2025 **What do you like best about SuccessCOACHING?** it has helped me identify my strengths, weaknesses,s and how to better utilize them and find balance to be better at what I do **What do you dislike about SuccessCOACHING?** The questions should be tailored to the individual rather than be the same questions for all. eg they should do a questionair and then tailor the course according to the response recieved **Recommendations to others considering SuccessCOACHING:** I suggest they do the course it is the best decision they could make for their lives **What problems is SuccessCOACHING solving and how is that benefiting you?** It has made me a better Customer support manager. i am confident when speaking with clients and i am able to pinpoint problems faced by the client and give recommendations and follow through to ensure success. ## SuccessCOACHING Discussions - [Could I have a discount to be able to buy the level 3 certificate?](https://www.g2.com/discussions/could-i-have-a-discount-to-be-able-to-buy-the-level-3-certificate) - 1 comment, 1 upvote - [Will CCSM ever evolve into a Certified Customer Success Leadership program? If so, when?](https://www.g2.com/discussions/30980-will-ccsm-ever-evolve-into-a-certified-customer-success-leadership-program-if-so-when) - 1 comment, 1 upvote - [View SuccessCOACHING pricing details and edition comparison](https://www.g2.com/products/successcoaching/reviews?section=pricing&secure%5Bexpires_at%5D=2026-06-12+04%3A41%3A56+-0500&secure%5Bsession_id%5D=01d2b1ae-b224-46e0-9c7d-e615c7a6449f&secure%5Btoken%5D=9c02b5ea5b9440ff1d04e8444bb0d59e8cf3e72724f5f3ed17c7ad190e66a658&format=llm_user) ## SuccessCOACHING Features **Planning** - Needs Assessment - Resource Allocation - Stayed within Budget - Statement of Work - Best Practices **Delivery** - Technical Expertise - Met Deadlines - Meeting Management - Project Updates - Scope Management - Roll-out **Team Quality** - Change Management Skills - Executive Presence - Vertical Expertise - Technology Partnerships ## Top SuccessCOACHING Alternatives - [Winning by Design](https://www.g2.com/products/winning-by-design/reviews) - 4.8/5.0 (761 reviews) - [Hone](https://www.g2.com/products/honehq/reviews) - 4.6/5.0 (295 reviews) - [JB Sales](https://www.g2.com/products/jb-sales/reviews) - 4.8/5.0 (409 reviews)