Josh McKissock

Customer Success for SaaS 101 - The Fundamentals of CS

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Customer Success for SaaS 101 - The Fundamentals of CS Reviews & Product Details

Customer 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.

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

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About the Creator

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 onboarding frameworks. He translates theoretical concepts into actionable, step-by-step playbooks that students can implement immediately at their organizations. Rather than relying on generic corporate jargon, Josh uses real-world scenarios, clear templates, and practical exercises to help both newcomers and transitioners master customer relationship management. Whether you are building a Customer Success department from scratch or looking to refine your onboarding sequence to prevent early-stage churn, Josh provides the tactical guidance needed to turn users into lifelong advocates.

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