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Unclaimed ProfileCustomer Success (CS) has transitioned from a buzzword to an essential backbone of the modern Software as a Service (SaaS) ecosystem. In "Customer Success for SaaS 101 - The Fundamentals of CS," creator Josh McKissock provides a comprehensive entry point for professionals looking to master this critical business function. This beginner-friendly program unpacks the primary differences between proactive customer success management and traditional reactive customer support, helping learners understand why relationship-building directly drives recurring revenue and reduces churn. Throughout the lectures, students explore the core responsibilities of a standard CS team, discovering how to manage expectations across the five distinct stages of the modern customer journey. Additionally, the course demystifies critical key performance indicators (KPIs) and growth metrics that executive teams rely on to measure success. By the end of this practical curriculum, you will possess a solid grasp of how to design and execute a custom action plan tailored to enhance your organization's customer retention strategy. Whether you are transitioning careers, launching a SaaS startup, or stepping into your first client-facing role, this fundamental guide equips you with the necessary tools to drive long-term user adoption and business growth.
About the creator
Josh McKissock
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Josh McKissock is a dedicated Customer Success strategist and educator who specializes in building sustainable, growth-oriented customer relationships within the Software as a Service (SaaS) sector. With a deep understanding of the critical milestones in a customer's lifecycle, Josh focuses his instruction on the two most vital phases of retention: foundational customer success principles and strategic customer onboarding. His teaching philosophy is built on the belief that customer retention is not an accident but the result of deliberate, structured communication and early value delivery. Through his courses on AllPros, Josh demystifies the complex world of SaaS metrics, churn prevention, and…Show more
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Program Overview
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Price may change · updated within 1–2 weeks
Course language
Learning format
Subcategory
Price
Price may change · updated within 1–2 weeks
Course language
What You'll Learn
- What is Customer Success?
- Why Does Customer Success Matter in SaaS?
- Roles and Responsibilities in your Customer Success Team
- How Customer Success is Different from Customer Service or Support.
- Important Customer Success KPI's and Metrics
- The Customer Journey - 5 Stages
- Build an Action Plan to Enhance Your Customer Success Program
Best For
- Aspiring Customer Success Managers looking to break into the SaaS industry
- SaaS startup founders aiming to build a customer-centric retention strategy from the ground up
- Existing support professionals wanting to transition into proactive relationship management roles
- Account managers needing a clearer understanding of modern SaaS KPIs and growth metrics
Not For
- Senior Customer Success leaders looking for advanced, high-level organizational strategy or team scaling tactics
- Technical implementation engineers who only require software-specific training
- Individuals seeking deep dives into specific CS software platforms like Gainsight or Totango
What's included
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